Platform · Custom Reports
The report you need, built in minutes, delivered on schedule
Pick a data source (orders, invoices, payments, stock movements, contacts, deals, tickets, workflow runs), choose filters, groupings and metrics, and save the result as a report you can rerun, share or schedule.
- Included in
- Growth and above
- Status
- Available now
- Module
- Platform
- Trial
- Included in the 7-day trial
Build without SQL
Choose the records, filter by any field, group by product, customer, branch, owner or period, and pick metrics such as count, sum, average and margin.
- All business records as sources
- Filters, groupings and metrics
- Comparison with the previous period
Save, share, schedule
Saved reports appear on dashboards and can be emailed to a list on a schedule. Exports go to Excel, CSV and PDF.
- Reports on dashboards
- Scheduled email delivery (Business and above)
- Excel, CSV and PDF export
Ask the assistant
Describe the report you want and the assistant builds it for you to save. 'Sales by product for Lagos branch last quarter, with margin' becomes a report in one step.
- Natural-language report creation (uses AI credits)
- Editable result
- Explanations of each metric
What you get
- Self-service
- Managers build their own reports.
- Consistency
- Everyone reads the same definitions.
- Automation
- Reports arrive without being asked for.
Questions
- Which plans include the report builder?
- Standard reports are on every plan. The custom builder is on Growth and above; scheduled delivery is on Business and above.
- Can I report across branches or companies?
- Across branches, yes, on Business and above. Across companies, the group dashboard shows consolidated figures.
- Can I export raw data?
- Yes. Any report and any list exports to Excel or CSV.
- Which KztOne plan includes custom reports?
- Custom Reports is included in the Growth plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
Dashboard & Analytics
See sales, cash flow, stock, overdue invoices and open tasks on one real-time dashboard. Every KPI links to its records. Try KztOne free for 7 days.
Business Intelligence
Profitability by product, customer, branch and channel; marketing spend to revenue; trends and benchmarks, all from connected data. Scale plan and above.
AI Business Assistant
Ask 'who has not paid this month' or 'draft a follow-up to Tola' and get answers from your own records, through controlled tools inside your workspace.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.