{"id":937,"date":"2023-04-11T14:41:41","date_gmt":"2023-04-11T11:41:41","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/reports\/creating-a-new-report\/"},"modified":"2023-04-24T10:57:56","modified_gmt":"2023-04-24T07:57:56","slug":"creating-a-new-report","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/reports\/creating-a-new-report\/","title":{"rendered":"Creating a New Report"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Create accounting, tax, sales, payroll, and other reports on Akaunting. Keep tabs on every data required for precise business decisions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creating a new report:<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145446\/new-report.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Reports<\/strong> on the Navigation Menu.<\/li>\n\n\n\n<li>Click <strong>New Report<\/strong> at the top right of the reports page.<\/li>\n\n\n\n<li>Enter the <strong>Report name.<\/strong><\/li>\n\n\n\n<li>Select a <strong>Report type. <\/strong>New types may come after installing apps.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145610\/type-1024x576.png\" alt=\"Selecting a Report Type\" class=\"wp-image-944\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145610\/type-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145610\/type-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145610\/type-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145610\/type-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145610\/type.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add a description text to the report.<\/li>\n\n\n\n<li>Set your <strong>Preferences.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145523\/preferencs-1024x576.png\" alt=\"Report preferences on Akaunting\" class=\"wp-image-943\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145523\/preferencs-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145523\/preferencs-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145523\/preferencs-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145523\/preferencs-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145523\/preferencs.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then, <strong>Save.<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Depending on your selected report Type, options in the <strong>Preferences<\/strong> section change.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Group<\/strong> <strong>By<\/strong>: Select a grouping of your report.<\/li>\n\n\n\n<li><strong>Period<\/strong>: Define a reporting period.<\/li>\n\n\n\n<li><strong>Basis<\/strong>: Choose between Accrual or Cash. <\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><em>Read about the <a href=\"https:\/\/akaunting.com\/hc\/docs\/faq\/accrual-vs-cash\/\" target=\"_blank\" rel=\"noreferrer noopener\">differences between Accrual and Cash<\/a>.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Report Preference options are based on your installed apps and are subject to updates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can pin reports to the top of the reports page for quick access. Click the Pin icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"26\" class=\"wp-image-945\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145921\/Screenshot-2023-04-11-at-14.58.59.png\" alt=\"Pin icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145921\/Screenshot-2023-04-11-at-14.58.59.png 36w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11145921\/Screenshot-2023-04-11-at-14.58.59-16x16.png 16w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> on a report.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11144049\/pinned.mp4\"><\/video><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Create accounting, tax, sales, payroll, and other reports on Akaunting. Keep tabs on every data required for precise business decisions. Creating a new report: Depending on your selected report Type, options in the Preferences section change. Read about the differences between Accrual and Cash. Report Preference options are based on your installed apps and are [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":928,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-937","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/937","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=937"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/937\/revisions"}],"predecessor-version":[{"id":946,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/937\/revisions\/946"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/928"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=937"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=937"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}