Documentation Index Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
Use this file to discover all available pages before exploring further.
Your CFO wants to see monthly revenue by customer segment. Your ops team needs payroll costs by department. Your board wants a specific format they’ve used for years. None of these are standard reports.
Custom reports let you build exactly what you need — pick the data, set the filters, choose the grouping, and save it for next time. If you can imagine it, you can probably build it.
Creating a custom report
Go to Reports → Custom
Click New Custom Report .
Choose a data source
Select what data to report on:
Transactions
Invoices
Bills
Customers
Vendors
Employees
Payroll
Journal Entries
Select columns
Choose which fields to include. Available fields depend on your data source.
Apply filters
Narrow down the data:
Date range
Categories
Customers/vendors
Amounts
Status
Set grouping and sorting
Organize the output:
Group by (category, customer, month, etc.)
Sort by (date, amount, name)
Show subtotals
Save and run
Name your report and save it. Run immediately or schedule for later.
Available data sources Transactions Financial transactions from all sources:
Field Description Date Transaction date Description Transaction description Amount Transaction amount Category Assigned category Account Bank/credit card account Type Income, Expense, Transfer Payee Who paid/received Status Cleared, Pending, Reconciled
Invoices Customer invoices:
Field Description Invoice # Invoice number Date Invoice date Due Date Payment due date Customer Customer name Amount Invoice total Balance Amount still owed Status Draft, Sent, Paid, Overdue Days Outstanding Days since invoiced
Bills Vendor bills:
Field Description Bill # Bill/reference number Date Bill date Due Date Payment due date Vendor Vendor name Amount Bill total Balance Amount still owed Status Open, Paid, Overdue Days Outstanding Days since billed
Payroll Payroll data:
Field Description Pay Date Check date Employee Employee name Gross Pay Gross wages Net Pay Take-home pay Taxes Total taxes withheld Deductions Total deductions Hours Hours worked Pay Type Regular, Overtime, Bonus
Filtering options Date filters Filter Example Exact date March 15, 2025 Date range March 1 - March 31, 2025 Relative Last 30 days, This quarter Comparison This month vs. last month
Amount filters Filter Example Equals = $500 Greater than > $1,000 Less than < $100 Between 100 − 100 - 100 −
Category filters
Include specific categories
Exclude categories
Parent category (includes children)
Status filters
Active / Inactive
Open / Closed / Paid
Pending / Cleared / Reconciled
Grouping and subtotals Group your data for analysis:
Group by options Group By Result Month Subtotals by month Quarter Subtotals by quarter Year Subtotals by year Category Subtotals by category Customer/Vendor Subtotals by contact Employee Subtotals by employee
Multiple levels Nest groupings for deeper analysis:
Primary: Category
Secondary: Month
Result: Expenses by category, with monthly breakdown within each category.
Summary options Option Shows Count Number of records Sum Total amount Average Average amount Min/Max Smallest/largest values
Calculated fields Add calculations to your reports:
Calculation Example Percentage of total Each category as % of total expenses Running total Cumulative sum over time Variance Actual vs. budget Growth rate Month-over-month change
Saving and sharing Save for reuse
Click Save Report
Name it descriptively
Access from Reports → My Reports
Share with team
Open a saved report
Click Share
Choose team members
They see it in their Reports → Shared
Export Format Use Case PDF Print or share read-only Excel Further analysis, pivot tables CSV Import to other systems Google Sheets Collaborative editing
Scheduling Run custom reports automatically:
Open a saved report
Click Schedule
Set frequency (daily, weekly, monthly)
Add recipients
Choose format (PDF, Excel)
Scheduled reports run and email on your defined schedule.
Report templates Start from templates for common custom reports:
Expense by vendor See who you spend the most with:
Data: Transactions
Filter: Expenses only
Group by: Vendor
Sort: Amount descending
Revenue by customer See who pays you the most:
Data: Invoices (paid)
Group by: Customer
Sort: Amount descending
Monthly trend See patterns over time:
Data: Transactions
Group by: Month, then Category
Columns: Amount, Count
Compare: Year-over-year
Overdue invoices Focus on collections:
Data: Invoices
Filter: Status = Overdue
Sort: Days Outstanding descending
Dashboard integration Pin custom reports to your dashboard:
Save the report
Click Add to Dashboard
Choose widget size (small, medium, large)
Report appears on your dashboard, updated in real-time
Common uses Management reporting
Weekly revenue summary
Monthly expense analysis
Department spending
Operational tracking
Outstanding invoices by customer
Vendor payment status
Payroll cost by department
Compliance
Transaction audit trail
Category verification
Bank reconciliation detail
Analysis
Profitability by customer
Cost trends over time
Budget variance
Profit & Loss View the standard P&L report.
