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Export to PDF

Why is there no easy way to export to PDF? It gives the option for excel, powerpoint, csv and xml, but no PDF like in Analyst it was easy
about 23 hours ago in Reports 0

Ability to Save Report Preferences

It would be great to have the ability to save our preferred report settings, such as the number of transactions displayed, sorting options, etc., so we don't have to select them each time we run a report. Alternatively, having the program remember...
17 days ago in Reports 0

Report Formatting and Appearance

One feature I really appreciate about AgExpert Analyst is the clean, easy-to-read formatting of its reports. I find that the reports in Analyst have more readable fonts, better spacing, and clearer distinctions between account totals and the next ...
17 days ago in Reports 2

Accounts Receivable and Accounts Payable Reports

It would be great to have additional reporting options for Accounts Receivable and Accounts Payable, so you can choose between the following (as currently it only gives you detailed reports): Summary Reports – A quick overview of outstanding bal...
17 days ago in Reports 0

Income and expense report - add custom date range filter for 5 year comparison

Customer would like us to add a custom date range filter for 5 year comparison income and expense reports.
about 1 month ago in Reports 0

units of measurement on reports

Every report that prints shows the units of measurement at "tonnes", even though I have entered bushels (or litres in some cases)
25 days ago in Reports 2 Already exists

I would like a customer report to compare sales amounts.

I would be able to see which customers purchase the most hay from me. I would be able to make decisions for frequent purchaser discounts or appreciation events.
23 days ago in Reports 0

Report Options

I just migrated to online accounting. It is cumbersome to have to change the calendar year I am working in, in order to see a report from another year. In the drop down menu on the report page - income and expense for example - you should be able ...
about 2 months ago in Reports 2

Customer statement

Ag Analyst allowed you to generate a statement for a customer showing their invoices for a date range. A customer statement is necessary so the customer can see a listing of all of their transactions with your organization; needed to ensure comple...
3 months ago in Reports 1 Already exists

Calculate financial ratios

Financial ratios are important management tools. All numbers to calculate ratios are currently entered in AgExpert Accounting. Having a calculator in the software would save time and ensure accuracy versus manual calculation.
7 months ago in Reports 2 Planned