{"id":37,"date":"2020-12-14T11:37:09","date_gmt":"2020-12-14T18:37:09","guid":{"rendered":"https:\/\/goodreports.ca\/?page_id=37"},"modified":"2021-01-25T11:36:59","modified_gmt":"2021-01-25T18:36:59","slug":"custom-reports","status":"publish","type":"page","link":"https:\/\/goodreports.ca\/custom-reports\/","title":{"rendered":"Custom Reports"},"content":{"rendered":"\t\t
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<\/div>
Custom QuickBooks Reports<\/div>
  • Visual indicators to spot trends\n
  • Specify your KPI's in a dashboard\n
  • Styled to match your branding<\/div><\/div><\/div><\/div>
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    Custom Excel Charts<\/div>
  • Custom date ranges\n
  • Side-by-side comparisons\n
  • Dynamic charts by sales region\n\n<\/div><\/div><\/div><\/div>
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    Interactive Pivot Tables<\/div>
  • Use slicers to drill down\n
  • Spin the data with one click\n
  • Breakdowns by month or region\n<\/div><\/div><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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    QuickBooks Custom Reporting<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    When you just need an Excel flat file<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Automate Pivot Table creation instead of manually loading Quickbooks’ default CSV export each time you are looking to do further analysis. Avoid Quickbooks’ default formatting and get just the data you need, quickly.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    When Quickbooks' Customize Report feature is not enough<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Quickbooks’ built-in “Customize Report” feature is a good start for built-in reports, but sometimes you want what QB doesn’t offer, or an associate is in a different report. We can build that for you using the fields and hierarchy you define.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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    \n\t\t\t\t\t\t\t\t\t\t\t\t\"quickbooks\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    \n\t\t\t\t\t\t\t\t\t\t\t\t\"custom\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    Connect to Quickbooks data in real time<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\tYou\u2019re limited by Quickbooks\u2019 processing power and having to call up various reports (even if you memorized them) is time consuming. What if you could tap into the SQL database to grab only the data fields you want?\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    A dashboard without breaking the bank<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\tWhen the built-in graphical reports in Quickbooks is not enough. You want more of your KPI\u2019s in one panel or there are KPI\u2019s it doesn\u2019t calculate for you.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Sample Custom Quickbooks Reports<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Profit and Loss YTD Comparison<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\tGo beyond QuickBook’s standard reporting and compare performance by year over year for time periods you define \u2013 YTD, up to the last month, and over several years \u2013 automatically.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    Reports by Class<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\tP&L reports by class allow you to keep an eye on each segment of your business. Get P&L, expenses, transactions and balances by class or groups of classes. \t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Report by Expense Category<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\tGet expenses by category, exclude categories\u00a0and customers or expense codes.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    Report by Job Type<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\tReport all jobs by customer, jobs in a specific date range, jobs by class and Profit & Loss by job, job creation date, or any other field you define.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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