External Tools
How do I share Report settings?
For all reports (except the Universal Report), If you want to share a previously saved report: Open the saved settings and then click save as. In the bottom of that pop window, checking the For All Users toggle will allow you save the settings for ...
Using EazyBI
About EazyBI provides powerful reports, charts, and dashboards. It is an easy-to-use drag-and-drop tool for analyzing and visualizing your data. How To Integrate AccountingSuite with EazyBI Please create a New Data Source on EazyBI using the below ...
Data Mapping
Dashboard Web Services – Data Mapping AccountingSuite provides HTTP (RESTful) services to get common financial and statistical data. You can use these services to work with external BI/Analytics Dashboards, like Zoho Reports, eazyBI, Knowi, Klipfolio ...
Using Knowi
Using Knowi About Knowi is an enterprise ready Business Intelligence platform for modern technology with a vision to dramatically shortening the distance from raw data to insights to actions. How To Integrate AccountingSuite with Knowi Create a New ...
Zoho Reports
Zoho Reports About Zoho Reports is a powerful online reporting and business intelligence service, with an intuitive drag-and-drop interface that enables in-depth analysis and easy reporting. Note: The instructions below are meant for someone with ...
Using Klipfolio
About Klipfolio Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a ...
Using an External Business Intelligence Tool
Using an External Business Intelligence Tool AccountingSuite has a financial and usage reporting API which may be used with external tools to create customized reports. The technical documentation for the API is located here. You may find examples of ...
How to Get a Customer Address Report Grouped by City
The universal report is a powerful tool. It has lots of options and to learn how to use it, it's best to use a real life example. Navigation: Reports → Accounting → Universal Report In the first dropdown, choose Catalog. In the second drop down, ...