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Can I build my own bespoke reports in Clubtreasurer?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 142
Topic starter  

Whilst it's not possible to build your own bespoke reports today, many of the standard reports have an Actions button which allows you to customise and save your own report layouts. With the Actions button you can show/hide columns, change column order, sort and group/break your data, as well as adding additional filters and cell/row highlighting. 

The reports/pages with Actions buttons include:

  • Receipts/Payment page
  • Event Balances page
  • Fund Balances page
  • All Transactions Report
  • Account Movement Summary Report
  • Account & Cashbook Report
  • Budget Report
  • Transaction Detail, Account & Cost Code Report
  • Fund / Account Balances Report 
  • Fund Movement Detail Report
  • Event Analysis Summary Report
  • Event Analysis Detail Report
  • Surplus & Deficit Report

Please see this Help page for more details:  https://clubtreasurer.com/blog/report-actions-menu-advance-feature/


   
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