Generating Reports

Table of Contents

About Reports

Reports can contain information on just about anything. Blesta includes a few helpful reports by default. You can access these under [Billing] > [Reports].

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.

Adding a Custom Report

To add a custom report, click the Add Report button under [Billing] > [Reports] > [Customize].

Option

Description

Name

The name of your custom report.

Query

The SQL query to be executed when your report is requested.

Fields can be used within a query using the colon syntax. For example:

SELECT `id` FROM `users` WHERE `username`=:username;

Where a field exists with the name username.

Fields

Option

Description

Label

The label shown for this field when generating this report.

Name

The name of the field for use in query substitution.

Type

The type of field.

Option	Description
Text	A text input field.
Select	A select menu, with the provided options.
Date	A date picker.

Required

Whether or not the field is required.

Options	Description
No	The field is not required.
Yes	The field is required to have something specified. For select field types, one of the specified options must be selected.
Custom Regex	The value for the field must pass this regular expression.

Editing a Custom Report

To edit a custom report, click the Edit link next to the report you wish to update under [Billing] > [Reports] > [Customize].

Deleting a Custom Report

To delete a custom report, click the Delete link next to the report you wish to remove under [Billing] > [Reports] > [Customize].

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