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Custom Reports: build your report in a few clicks from anywhere

Break down the results and analyze them in a few clicks. From anywhere.

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Report builderReport Builder · May 2026

Available fields · drag-and-drop

Date

Customer

Amount

Cost center

Report preview · 4 rows

2026-04-12Al-Fajr Co.12,400

2026-04-15Al-Noor Co.8,900

2026-04-18Al-Waha Co.15,200

2026-04-22Al-Ufuq Co.22,800

Filter: PeriodGroup by: CustomerSave as template

Shareable · schedulable

Quarterly sales report

RPT-2026-Q1-04

PDF · Excel · CSV

Drag-and-drop

Ready templates

Why Saudi businesses need custom reports

Out-of-the-box reports only answer generic questions, while management decisions need custom reports with fields and filters matched to each department’s needs. Qoyod’s report builder gives the accountant the power to build any report without depending on the development team, save it as a template for monthly reuse, and share it with the team or schedule its delivery to management.

Full flexibility

Drag-and-drop report builder that lets you pick fields, filters, and groupings to match each department's needs.

25K+

Saudi businesses rely on Qoyod to run their books and build their financial and management reports.

Ready templates

Save the report as a template to reuse monthly or quarterly, and share it with your team with permissions.

How do businesses build their custom reports today?

Compare common ways of building custom reports against Qoyod’s report builder.

The way	Risks and problems	Other accounting software	RecommendedQoyod solution
Customizing reports manually in Excel	Painful manual aggregation Formula errors Hard to reproduce the same report monthly Templates lost when the accountant changes	Requires exporting data and rebuilding the report in Excel No in-system report builder	Built-in report builder · reusable templates · zero export-then-import
Settling for the prebuilt reports in the system	Doesn't meet the business's specific needs Generic reports that don't show the needed detail No flexibility in data presentation	Locked report templates No field/filter customization	Flexible fields and filters · customized per department's needs
Requesting reports from the developer or support	Delays in getting the report A cost per customization Full reliance on a third party Inability to edit later	Relying on support for every new report No autonomy for the accountant	Full independence · the accountant builds the report themselves · instant edits with no waiting

The current way

Customizing reports manually in Excel

Risks and problems

Painful manual aggregation
Formula errors
Hard to reproduce the same report monthly
Templates lost when the accountant changes

Other accounting software

Requires exporting data and rebuilding the report in Excel
No in-system report builder

Recommended

Qoyod solution

Built-in report builder · reusable templates · zero export-then-import

The current way

Settling for the prebuilt reports in the system

Risks and problems

Doesn't meet the business's specific needs
Generic reports that don't show the needed detail
No flexibility in data presentation

Other accounting software

Locked report templates
No field/filter customization

Recommended

Qoyod solution

Flexible fields and filters · customized per department's needs

The current way

Requesting reports from the developer or support

Risks and problems

Delays in getting the report
A cost per customization
Full reliance on a third party
Inability to edit later

Other accounting software

Relying on support for every new report
No autonomy for the accountant

Recommended

Qoyod solution

Full independence · the accountant builds the report themselves · instant edits with no waiting

The Qoyod way

Six capabilities that make building reports easy and flexible

Qoyod’s report builder lets the accountant build any report by drag-and-dropping fields and filters, save it as a ready-to-reuse template, and share it with the team or schedule its periodic delivery to management, moving from limited out-of-the-box reports to full flexibility in how data is presented.

Drag-and-drop report builder

Build any report visually by dragging the fields you need into the table — no formulas, no developer requests.

Pick fields, filters, and groupings

Pick the fields that appear in the report, add filters on period, customer, or cost center, and group data by any field so results show the way you want.

Save the report as a reusable template

Save the report you built as a named template and reuse it monthly or quarterly with one click — no need to rebuild from scratch each time.

Schedule recurring delivery to management

Turn on automatic scheduling to email the report to management weekly or monthly — results reach the right people without manual follow-up.

Share reports with the team with permissions

Share report templates with colleagues in the business with set permissions (view-only or edit), so the team benefits from the templates and presentation stays consistent.

Export in multiple formats

Export any report as PDF for presentation, Excel for further analysis, or CSV for import into other systems — as needed.

How to build a custom report in Qoyod

Four steps that take you from a report idea to a ready template, shareable and schedulable for periodic delivery.

Pick the data source

Pick the module you want to build the report from: sales, purchases, journal entries, inventory, or any other. The builder opens up every available field in the selected module.

Add the needed fields, filters, and groupings

Drag in the fields you need (date, customer, amount, cost center...), add filters on period or category, and group results by any field to get the management view you want.

Preview the report and save it as a template

Preview the report instantly and verify the numbers and ordering — then save it under a name so it becomes a ready template you can use in one click in future months.

Share the report or schedule recurring delivery

Share the template with your team with set permissions, or turn on automatic scheduling to email the report to management weekly or monthly — with no manual involvement.

Saudi businesses rely on Qoyod to build their custom reports

Thousands of Saudi businesses use Qoyod’s report builder to build the management and financial reports specific to each department, save them as ready templates, and share them with the team or schedule their periodic delivery to management.

Qoyod's report builder is designed to answer instantly: what's the exact report my department needs?

Qoyod's report builder turns report building into a fully self-serve process: drag-and-drop fields, flexible filters, custom groupings, save as reusable templates, share with the team with permissions, schedule recurring delivery to management, and export to PDF, Excel, and CSV — all without relying on the dev or support team.

For accountants14-day trial

Try the report builder free for 14 days — no credit card. Build your first custom report for your department and save it as a ready template before committing.

25K+

Saudi businesses run their books in Qoyod and build their custom reports with full flexibility

FAQs

Have some questions?

Answers to the most common questions about custom reports in Qoyod.

Do I need coding knowledge to build custom reports?+

No. Qoyod's report builder uses a visual drag-and-drop interface — you pick fields, filters, and groupings with mouse clicks, no formulas or code. Any accountant who uses spreadsheets can build reports in minutes.

How many custom reports can I save?+

Qoyod supports saving an unlimited number of custom report templates. You can build a template for each department (sales, purchasing, inventory, costs, etc.), organize them into folders, and reuse each one with one click in later periods.

Can I schedule reports to be sent to management on a cadence?+

Yes. You can enable automatic scheduling for any template — set the cadence (daily, weekly, or monthly), add the management or team email, and pick the format (PDF or Excel). The system sends the report on schedule with no manual involvement.

Do custom reports integrate with every system module?+

Yes. The report builder lets you pull data from every Qoyod module: sales, purchases, journal entries, inventory, invoices, customers, suppliers, cost centers, and more. You can build reports that combine data from multiple modules in one report.

Can I share report templates with my team?+

Yes. You can share any report template with your team members in Qoyod with set permissions: view-only or edit. This keeps reporting consistent across departments and saves time vs. rebuilding the same report person-to-person.

Do custom reports support period-over-period comparison?+

Yes. You can add multiple period filters in one report and compare numbers month-over-month, quarter-over-quarter, or year-over-year — with percent-change ready in the template.

Start building your custom reports with full flexibility

Try Qoyod free for 14 days. No credit card required. Build your first custom report for your department and save it as a ready template in minutes.

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14-day free trial · No credit card · Built-in report builder