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Custom Reports

Status: Planned 18 Votes
Allison M
Jan 9, 2023 2:51 PM
Joined Sep, 2022 3 posts

Is it possible to run a custom report? I would like to be able to check off the items that I want included in the report. 

Ken T
Jan 9, 2023 8:34 PM
OR Team Member Joined Aug, 2019 1325 posts

Unfortunately, at present it is not, though this is planned for the future.

Pedro T
Mar 3, 2023 12:36 PM
Joined Nov, 2017 48 posts

Hi Ken,

Any update on a roadmap for this? A report where we could select the headers we'd like included?

Charla G
Mar 4, 2023 2:48 PM
Joined Mar, 2018 5 posts

Hey ken, I'm having problems with my monthly statement. I've sent in an email to help, but need to get this taken care of before I have to pay sales tax in a couple of days. email sent. 

Ken T
Mar 11, 2023 2:08 PM
OR Team Member Joined Aug, 2019 1325 posts

Well, we certainly aren't going to have custom reports out within a few days... but, that said, we've been getting hammered by our clients on the urgent and pressing need for this capability, and it is hoped to have something like this available within the first half of this year.  Certainly by later this year.

Pedro T
Mar 11, 2023 9:41 PM
Joined Nov, 2017 48 posts

Good news, Ken. Thanks. It certainly would save a lot of us a lot of time I think. 

When it is implemented if possible please allow us to include our branding in the reports. 

Even better would be if we could have them automatically generated in an interval, such as monthly.


Matt K
Jun 21, 2023 11:29 PM
Joined Dec, 2020 9 posts

Will these custom reports also include information from ALL properties including those that are not activated? Many ppl have requested the option to populate reports with data from deactivated properties without having to do the cumbersome work around of reactivating and deactivating properties just to run reports.

Ken T
Jun 23, 2023 2:13 PM
OR Team Member Joined Aug, 2019 1325 posts

Let me clarify this a bit.

For this year, we are indeed still planning to release what might best be termed report customizations.  In other words, not creating your own whole new reports completely from scratch, but, more detailed control of what is included and excluded from existing reports and how it is displayed.

For completely custom reports, that will have to wait further down the road.

For any specific use case, I'm afraid I don't have the details as to be able to determine where exactly that would fall, we'll have to see as we get closer.

Angela R
Nov 17, 2023 7:51 PM
Joined Sep, 2022 8 posts

Hi Ownerrez! Anu update on being able to build our reports?