Reports Upgrades - Exports, Sorting, Searching and more
One item has been at the top of our feature request board for a long time — better reports. As of today, it's live! 🎉
Most reports in the app now give you:
- Excel and PDF exports
- One-click sorting — click a column heading to sort, again to reverse it, a third time to clear it
- Search across every field and row in a report
- Filters on suppliers, dates, value ranges and more
- Drag-and-drop column re-ordering and column hiding
Check out the overview video below.
And if you want to go further, pivot tables and row grouping are built straight into the app — no exporting to a spreadsheet first. We think that might be a cloud accounting software first!
All the new features are available now in most reports (on the web; including on mobile web, but not on the apps), with the rest following shortly.
For a full walkthrough, see our help centre article: Reports — Sorting, Searching, Filtering and Exporting.
Thanks to everyone who voted for this one — and big thanks to our front-end engineering team for all the hard work building this!
Keep the feature requests coming. As you can see, we read them... and we build them!
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