Creating a New Report

Create accounting, tax, sales, payroll, and other reports on Akaunting. Keep tabs on every data required for precise business decisions.

Creating a new report:


- * Go to Reports on the Navigation Menu.


- * Click New Report at the top right of the reports page.


- * Enter the Report name.


- * Select a Report type. New types may come after installing apps.




- * Add a description text to the report.


- * Set your Preferences.




- * Then, Save.

Depending on your selected report Type, options in the Preferences section change.


- * Group By: Select a grouping of your report.


- * Period: Define a reporting period.


- * Basis: Choose between Accrual or Cash.

Read about the differences between Accrual and Cash.

Report Preference options are based on your installed apps and are subject to updates.

You can pin reports to the top of the reports page for quick access. Click the Pin icon on a report.

Updated on: 23/03/2025