Go beyond standard financials. Design tailored reports with advanced filtering, flexible grouping, and multiple export formats.
Try It FreeThe Custom Report now replaces raw "Debit" and "Credit" columns with "Decrease" and "Increase" oriented to each account's natural balance side. A deposit on a bank account lands under Increase and a check lands under Decrease, while the same convention applies appropriately to expense, income, equity, and liability accounts. Footnote on the report explains the convention so anyone reading it understands at a glance.
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.
Refine results by any dimension: time period, account, client, supplier, dollar amount, entry type, and beyond.
Decide which fields to display and which to omit. Surface only the information that drives decisions.
Arrange entries by account, client, time period, or your own criteria, with subtotals generated automatically.
Preserve your report layouts and regenerate them on demand with the latest figures, every time.
Deliver your custom reports in whichever format suits the audience:
Full standard reports plus an intuitive report builder. Free 30-day trial.