Booksmor ships with 20+ pre-built reports — but the queries you run most often deserve a one-click bookmark, and edge-case analyses sometimes need a custom column shape. This doc covers both.
For the full report catalog and basics (drill-down, column chooser, sharing), see the main Reports KB doc.
Time to read: ~8 minutes. You’ll need: at least a few posted vouchers; basic familiarity with the Reports page.
Saved reports
A saved report is a one-click shortcut to a specific report with specific filters.
Saving a report
- Open any standard report from Reports in the sidebar.
- Set the period and any in-report filters (e.g. Ledger mode + account selection, Transaction Analyzer’s party / item / search / sort).
- Run the report.
- Click Save in the modal toolbar.
- Give it a name (e.g. “Monthly sales register”, “Top 10 customers — last 6 months”) → confirm.
The saved report appears under Saved & custom in the left sidebar of the Reports page.
Running a saved report
Click its name in the Saved & custom group. It runs immediately with the saved filters / period applied. The modal opens with the result.
Examples worth saving
| Save this | When you’d use it |
|---|---|
| Monthly Sales Register — current month | Quick sanity-check at month-end. |
| Receivables Ageing — all | Daily / weekly collections review. |
| Top 10 customers — last 6 months | Account-management prep before customer calls. |
| Vendor Ledger — Vendor X | Single-vendor reconciliation before a payment. |
| Profit & Loss — current FY | Monthly board review. |
| Transaction Analyzer — Customer Y, all-time | Customer dispute investigations. |
The pattern: any query you run more than twice a month belongs as a saved report.
Updating or deleting saved reports
- Update: re-run with new filters, Save with the same name (overwrites).
- Delete: hover the saved report in the sidebar → click ✕.
Saved reports are per-tenant (everyone in the tenant sees the same list). Personal saved reports are on the roadmap.
Custom reports (Report Designer)
For analyses that don’t match any of the standard reports’ column shapes.
Where to find it
From the sidebar: Setup → Report Designer (visible only if the report_designer feature is enabled on your plan).
What you can do
The Report Designer lets you build a custom query by picking:
- Source — what data table to read from (Vouchers, Voucher Lines, Customers, Vendors, Items, Accounts, Journal Entries, Payslips, etc.).
- Filters — what to include (voucher type, date range, party, amount range, custom field values).
- Group-by — what dimensions to group on (party, item, account, date, etc.).
- Aggregations — sum, count, average, min, max on numeric columns.
- Columns — which fields to show + their order.
- Sort — which column(s) to sort by, asc/desc.
The result is a tabular report that behaves like any standard report — supports drill-down, column chooser, export, share.
A worked example — “Top 5 vendors by purchase value, this FY”
- Source: Voucher Lines.
- Filter: voucher_type = purchase AND voucher_date in current FY.
- Group by: vendor (party_id).
- Aggregation: sum(amount).
- Sort: sum(amount) desc.
- Limit: 5.
Save the custom report with a name; it joins your Saved & custom group.
Limitations
- The Designer is a power-user feature. The standard reports cover 95% of needs; reach for the Designer only when nothing else fits.
- Complex SQL-like queries (joins across multiple tables, window functions) aren’t supported via the UI — those need a custom-report SQL escape hatch (planned).
- Custom reports run live; very large datasets may take longer than standard reports.
When to save vs when to design
| Question | Answer |
|---|---|
| ”I want the same query but every month.” | Save the standard report. |
| ”I want a column the standard report doesn’t have.” | Design a custom report. |
| ”I want to combine two reports.” | Design a custom report. |
| ”I want to filter the standard report by something it already has.” | Save the filtered version. |
| ”I want a totally new metric (e.g. avg days-to-pay per customer).” | Design a custom report. |
| ”I want to schedule a report to email on Monday.” | Roadmap — for now, Save + run + email manually. |
Common questions
Where are my saved reports stored? In your tenant’s database, against your user record. Backed up with the tenant — never lost.
Can my CA see my saved reports? If they’re a team member (or linked via CAID) with report permissions, yes — they see the same Saved & custom list as you.
Can I make a saved report private? Not in the current release — saved reports are tenant-shared. Personal saved reports are planned.
Will saved reports break if I rename a customer / account? No — they’re stored by ID, not by name. Renames propagate automatically.
My custom report shows weird totals — what’s wrong? Most often the group-by doesn’t include all dimensions you expected (e.g. you grouped by vendor but forgot the period filter, so it sums across all time). Re-open the Designer and check.
Can I export a custom report’s definition to share with another tenant? Not via the UI today. Each tenant builds its own. Sharing custom-report templates across tenants is a planned platform feature.
Does the Report Designer show me ALL my data? Even data my role doesn’t have access to? No. RLS (Row-Level Security) is enforced. A custom report respects every per-feature permission your role has — you can’t bypass access via custom queries.
Troubleshooting
Save button isn’t visible on the report modal. The current report is a drill / sub-view (not the top-level report). Click ← Back to the main report; Save appears at the top level.
Designer page shows “feature unavailable”. Your plan doesn’t include the report_designer feature. Check Setup → Subscription to see your active features.
Custom report runs forever / times out. Your filters return too much data. Tighten the date range, add a party / item filter, or reduce the limit.
Need more help? Email support@booksmor.com with the report name and a screenshot of the issue.