How to create an ad-hoc custom report

Ad-hoc custom reports are only available to Premium subscription customers. If you are a Lite or Pro subscription customer, you can find out more about scheduled standard reports here. 

Equali captures order and payment data from your connected sources (e.g. eCommerce platforms and payment providers). All of this data is standardised to a single Equali format, giving you a single source for your accounts receivable data, alongside reconciliation results.

Ad-hoc custom reports are a powerful, fully customisable way of accessing your data in one place. 

Step 1 - Navigate to the Custom Reports page: To create an ad-hoc custom report, click "Reports" on the navigation bar, followed by "Custom Reports". 

Step 2 - Create your report: Click the "Create new" button at the top right of the page. A popup will appear, with the title "Create Custom Report".

Step 3 - Add your report name, description and filters: Customise your report to find the data you need. When you're ready, scroll down to "Schedule" and select the "Ad-hoc" option. 

Step 4 - Generate your report: Ad-hoc reports can either be generated now or at some point in the future. Decide on your choice under "First Execution". To share with other users from your company, tick the box, otherwise click "Generate Report". 

Step 5 - Download your report: Your new report will be listed under "Ad-hoc Reports" on the Custom Reports page. Click the dropdown to see all of your custom reports, then navigate to your new report. When the "Status" shows a solid green circle, you can download the report. An empty green circle indicates that there was no data available for your chosen filters. If status is red, there was an issue generating your report. Please try again, or contact the Equali team.