Custom Reports

Beyond the pre-built reports, Atlas lets you build custom reports with flexible column selection, filters, and grouping.

Creating a Custom Report

1. Navigate to Reports → Custom Reports

2. Click + New Report

3. Choose a data source:

   • Entities
   • Obligations
   • Time Entries
   • Invoices
   • Payments
   • Tasks

4. Select columns to include

5. Apply filters (date range, entity, status, etc.)

6. Choose grouping (by entity, by service, by user, by month)

7. Set sort order

8. Click Generate

Column Options

Entity Data Source

• Entity name, type, CIPC number, tax number, year-end
• Account manager, partner in charge
• Registration date, status

Time Entry Data Source

• Date, entity, service, user
• Hours, rate, value
• Status (draft, approved, invoiced)
• Description

Invoice Data Source

• Invoice number, entity, date, due date
• Amount, VAT, total
• Status, paid amount, balance
• Payment date

Saving Reports

Custom reports can be saved for reuse:

1. Click Save Report
2. Enter a name and description
3. The report appears in your Saved Reports list
4. Re-run at any time with current data

Scheduling

Saved reports can be scheduled to run automatically:

• Daily, Weekly, or Monthly
• Results emailed to specified recipients as PDF or Excel
• Useful for recurring management reports

Sharing

Action	Description
Share with team	Other users with report access can see the saved report
Export	Download as PDF, XLSX, or CSV
Print	Formatted print-friendly version