The report builder lets you shape your own report — no code, no spreadsheet export. Pick a dataset, tick the columns you want, add filters, group and total. It's free for every user: unlike the tiered, paid custom-report builders in most accounting suites, Finocket's builder has no plan gate.
The datasets
- Invoices — every invoice with its client, status, dates and totals.
- Expenses — bills and spends with category, supplier, tax and amount.
- Payments — receipts with client, mode, TDS and amount.
- Clients — your customer list with location, GSTIN and type.
- Items sold — item sales lines (what sold, how much, for how much).
- Stock movements — everything that moved: what, when, which way, from where, and the reason if one was given. This is the ledger, so it answers questions aboutmovement — what is not shifting, what was written off — rather than what is on the shelf right now.
- Counter payments — how each counter bill was actually settled. One bill can be part cash and part card, so the split lives here and not on the invoice.
- Shops — your locations, so a report can group by the shop that billed it.
Columns, filters, grouping and totals
Tick columns to select them. Add a filter to keep only the rows you care about — equals, not-equals, in a list, greater/less than, contains, or is/ isn't blank. Choose a group by column to roll rows up (each group shows a count and your chosen totals), pick which numeric columns to total, and sort largest-first. The preview updates live as you build.
Your custom fields, included
Any custom field you've defined for invoices, expenses, payments or clients shows up as a column and a filter automatically — it rides the same field name (api name) the API and CSV export use.
Save and re-run
Give a report a name and Save it. Saved reports are company assets: they appear in the reports library and anyone on your team who can read that dataset can run them. Export any run to CSV. Start from a preset — Sales by customer, Purchases by category, Sales by item, How the counter was paid, Sales by shop, Stock written off by reason, or Stock movement by location — tweak it, and Save As your own.
A saved report can also be scheduled: pick a cadence and who to send it to, and it arrives as a CSV or PDF on its own. That works for any report you build, not only the ready-made ones.
Access
The builder itself is open to everyone. A saved report only shows its data to a member who can read that dataset's area — a teammate whose invoice access was removed won't see an invoices report. Saved reports are also available over the API and the AI assistant (MCP).
Related: Financial statements, Custom fields.