Generate Custom Business Reports in a Few Clicks
Build custom reports, export to Excel/PDF, and schedule automatic delivery to your accountant or management team.
Reports & Exports — data that flows to the accountant on its own
A custom report engine — pick the columns, filter, frequency — and the report ships automatically
- Built-in reports — tax, profitability, inventory, customers, agents, procurement — out of the box
- Free-form report builder — choose columns, filters, grouping, sorting — with live preview
- Export to Excel/CSV/PDF/JSON — or push directly to Google Sheets
- Automatic scheduling — "every month-end send the tax report to the accountant"
- Digitally-signed reports — meets tax authority requirements
What the Reports module includes
Every data point you need — in the format you need — to the right person
Build a report in 3 steps
From idea to ready report — in 3 minutes
Choose from 30+ built-in reports, or build a custom one from scratch.
Add columns, filters, groupings. See a live preview — before clicking "export".
Set automatic delivery on the 1st of every month to the accountant. Or download once and forget.
Reports & Exports — how it works
A deep dive into Reports & Exports core capabilities in StoreChart
Frequently asked questions about Reports & Exports
StoreChart issues monthly sales tax, P&L, year-end summaries, trial balance, and expense breakdowns. All in formats accepted by accountants and digitally signed. The accountant can take them and file as-is.
Ready to end manual reporting?
Build one automation — and every month the report ships itself