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Custom Reports

Go beyond standard financials. Design tailored reports with advanced filtering, flexible grouping, and multiple export formats.

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Reporting That Adapts to You

No two businesses analyze their finances the same way. Kantivo ships with comprehensive standard reports, but when you need a specialized view, the custom report builder puts you in full control of how your data is presented.

Narrow results by time period, account, client, supplier, or any combination of criteria. Organize output by month, quarter, or fiscal year. Select the columns that matter most, then store your configuration for instant access later.

Flexible Filtering

Refine results by any dimension: time period, account, client, supplier, dollar amount, entry type, and beyond.

Custom Columns

Decide which fields to display and which to omit. Surface only the information that drives decisions.

Grouping & Subtotals

Arrange entries by account, client, time period, or your own criteria, with subtotals generated automatically.

Save & Reuse

Preserve your report layouts and regenerate them on demand with the latest figures, every time.

Report Builder Features

Export Options

Deliver your custom reports in whichever format suits the audience:

Popular Custom Reports

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Full standard reports plus an intuitive report builder. Free 30-day trial.

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