...
Default Reports
Name | Description | Formats | Since Version |
---|---|---|---|
Aging Invoices | Unpaid invoices over the last 30, 60, and 90+ days. | CSV, JSON | |
Client Data Portability | All non-sensitive information pertaining to a client. | JSON | 4.3 |
Custom Report | One of the various custom reports added to the system. | CSV, JSON | |
Invoice Creation | Invoices based on the date they were generated. | CSV, JSON | |
Tax Liability | Taxes collected. | CSV, JSON | |
Transactions Applied | Payments applied to invoices. | CSV, JSON | |
Transactions Received | Payments received. | CSV, JSON |
Custom Reports
Blesta includes some really helpful default reports, but some organizations require detailed custom reports. Custom reports can be created under [Billing] > [Reports] > [Customize], and allow you to specify any number of fields you wish to collect from a user that generates the custom report.
...