last updated 4/18/2022

<aside> 💡 Currently, this feature is in beta mode.

</aside>

Custom Reports can help you export both Soraban and tax data by the entity in a flexible way.

First, go to Manage Firm.

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Select the Reports tab, and upload a template.

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Templates can be complex or simple. Here is an example (for tax data, integration with tax software is required):

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After uploading, you see the custom report template show up.

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Click Generate, select the entities you want the export and the template then click Export.

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If there was only one selected Entity, the report will be immediately downloaded.