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Default Reports

NameDescriptionFormatsSince Version
Aging InvoicesUnpaid invoices over the last 30, 60, and 90+ days.CSV, JSON
Client Data PortabilityAll non-sensitive information pertaining to a client.JSON4.3
Custom ReportOne of the various custom reports added to the system.CSV, JSON
Invoice CreationInvoices based on the date they were generated.CSV, JSON
Tax LiabilityTaxes collected.CSV, JSON
Transactions AppliedPayments applied to invoices.CSV, JSON
Transactions ReceivedPayments 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.

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