Reports

When exporting a report (eg. GL detail), the formatting is not useful to manipulate. Each page comes in a separate tab and the transaction date is a text field that can't be sorted by date.

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

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...

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...

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 ...

Customer would like us to add a custom date range filter for 5 year comparison income and expense reports.

Every report that prints shows the units of measurement at "tonnes", even though I have entered bushels (or litres in some cases)

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 ...

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.

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...