New Release | Report Builder: Reporting just got an upgrade

Hi there,
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The Dynamic Report Builder is now live at both the Holding and Location level. One interface for your financial and operational data, across every branch, every location, all in one place.
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Start in seconds with Smart Templates
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Select the Invoices or Deposits template and you're in. Data loads instantly for the current month across all your authorized locations, no setup needed.

• Invoices show every product, tax, and discount at the line-item level
• Deposits track the full payment journey. Online payments, refunds, and balance conversions
• Required columns are locked in, so nothing critical gets left out of an export
• Live Refresh shows exactly when your data last updated

Filters that actually understand your operation

• Set filters to update automatically each period, or lock to a fixed date range for auditing
• Date logic resolves against each location's own timezone and working week, no manual adjustments
• Drill into data using greater than, less than, or range-based operators on totals and balances
• Filter across every stage of the financial cycle, from Payment in Progress to Refunded

Set it, schedule it, forget it

• Automate report delivery daily, weekly, or monthly to up to 10 recipients
• Access rights are checked automatically before every send, if permissions change, recipients are excluded from the next run
• Reports arrive as branded HTML emails with a summarized breakdown included

Saves your exact setup, every time

• Customize your columns without affecting anyone else's view
• Export to PDF for clean printable reports, or Excel and CSV for full data with grouping intact
• Your column order, filters, and sorting are saved automatically each session

Where to find it
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Holding Level: Reporting & Analytics → Report Builder

Location Level: Reports Centre → Report Builder
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Warmly,
​Parent Team