last updated 4/18/2022
<aside> 💡 Currently, this feature is in beta mode.
Custom Reports can help you export both Soraban and tax data by the entity in a flexible way.
First, go to Manage Firm.
Select the Reports tab, and upload a template.
Templates can be complex or simple. Here is an example (for tax data, integration with tax software is required):
After uploading, you see the custom report template show up.
Click Generate, select the entities you want the export and the template then click Export.
If there was only one selected Entity, the report will be immediately downloaded.