Custom Reports — Build Any Report, or Just Ask for One

The built-in reports answer the questions every business asks: revenue, tax, aging. But the questions that actually run your business are usually more specific. "Are bigger boats staying longer this season?" "Which insurance company pays slowest?" "How many jobs did each tech finish last month compared to the month before?"

Custom Reports is where you answer those. You pick what to count, how to break it down, and which period to look at. Suprata builds the table and chart, and can compare it with an earlier period. If you'd rather not build it yourself, type the question in plain English and the AI assistant builds the report for you.

You'll find it in the left menu under Reports, as Custom Reports.

When you'd use this

A question no standard report answers. For example, the average stay for boats over 18 feet, or the busiest day of the week for service calls.
Comparing periods. This month against last month, or this year against the same months last year, side by side with the change in percent.
A report you run every week or month. Build it once, save it, and open it whenever you need fresh numbers.
Sharing a view with your team. A saved report can be shared with everyone who has access to Custom Reports.
A list to act on. For example, overdue invoices, agreements ending in the next 90 days, customers who haven't been back in a year, or workflow jobs stuck in one stage.

How it fits together

Every report is built from four decisions:

What you're reporting on. Invoices, payments, jobs, technician visits, workflow jobs, insurance claims, reservations, service agreements, recurring billing, customers, and more. You only see the ones your role has access to. For example, money reports need the revenue-report permission.
What to calculate. Count them, total a money figure, average a number (like length of stay or days to close), or find the highest or lowest.
How to break it down. By month, by job type, by technician, by business unit, by customer. Or not at all, if you just want one number.
Which records to include. A date range, plus any filters you want ("status is Completed", "boat length is more than 18 ft").

A Summary report answers "how much / how many, broken down by...", with totals and a chart. A List report shows one row per record, with the columns you choose. It's the right choice when you need to call someone or open the record. Click the first column to open it.

Saved reports keep the design, not the numbers. When you open one, it runs again on today's data. A range like "This month" moves with the calendar, so last month's saved report shows this month next month.

The fastest way: ask for it

At the top of the page is Ask for a report. Type what you want the way you'd ask a colleague:

On average, how long are reservations for boats longer than 18 feet?
Revenue by month this year compared to last year
Top 10 customers by sales this quarter
Which workflow stage do jobs wait in the longest?
Agreements ending in the next 60 days

The assistant builds the report, runs it, and tells you in one or two sentences what it chose. For example: "Cancelled and no-show reservations are left out." Read that sentence. It tells you the assumptions behind the number.

Then keep going. Follow-ups change the report on screen:

now show it by month
only the last quarter
add the average invoice too

Everything the assistant builds lands in the Design panel, so you can see exactly what it did and adjust anything by hand.

A few things worth knowing:

Each question uses one AI credit, the same as AI search.
The assistant only sees what kinds of data you can report on: field names and choices like your job types. It never sees your customers or your numbers. The report itself runs inside Suprata, under your own permissions.
It looks up what you actually sell. Ask for "invoices for new laptops" and it searches your items first, picks the real product names or category, and tells you which it included (and what it left out, like repair services or chargers). Check that list; if it missed something, say so ("also include the Lenovo ThinkPads").
If part of your request can't be applied, it says so plainly rather than quietly showing you a wider report.
If it can't match your question to the data at all, it says so and suggests what's available rather than guessing.

Building one yourself

Open Design and work top to bottom:

Report on. Pick the kind of record. The line under it explains what one row means, for example "one row = one reservation". That tells you what "count" will count.
Show as. Choose Summary for totals and charts, List for records.
Calculate (Summary). Start with Count, then add what matters: Total of invoice total, Average of days to close. Some reports also offer ready-made calculations such as Collected (cash actually received) or Monthly recurring revenue. Prefer these, because they apply the right rules for you.
Break down by. Choose a field. Dates can be grouped by day, week, month, quarter or year, or by day of week and month of year to find seasonal patterns. Numbers can be grouped into bands; a band size of 10 gives 0–10 ft, 10–20 ft and so on. You can add a second breakdown (for example month, then business unit).
When. Choose which date the range applies to, then the range. Invoice date and payment date answer different questions. Pick the one that matches yours.
Compare with. Choose The previous period or The same period last year. The table gains a column for the earlier period and a Change column, and the totals at the top show the difference.
Only include. Add filters. Everything you add must match. On invoices and estimates you can filter by what was sold: Items on the invoice (start typing and pick from the items you've actually sold, with how many times each sold), Has an item in category, Has an item of type and Has an item with SKU. These keep one row per invoice. To see totals per item, report on Items sold instead.
Press Run report. If you change the design afterwards, a note reminds you to run it again.

Use Save report to keep it. You can share it with your team or pin it to the top of your list. Export downloads a CSV for spreadsheets, and Print prints just the report.

Not sure where to start? The Report gallery on the left has ready-made reports for the questions most businesses ask. Open one, change what you need, and save it as your own.

Common mistakes

Comparing without a date range. A comparison needs a period to compare. "All time" has nothing before it. Set the range first, then choose what to compare with.
Averaging when you meant total (or the reverse). "Average invoice total" by month tells you how big a typical job was. "Total of invoice total" tells you how much you billed. Both are useful; they answer different questions.
Counting the wrong thing. Technician visits count one row per technician per visit, so a two-person visit counts once for each tech. That's right for workload. To count visits once, use the ready-made Visits calculation.
Forgetting cancellations. For occupancy and length of stay, filter out cancelled and no-show reservations. The assistant does this for you; when you build by hand, add the filter.
Expecting a "Business unit" filter to show another location's numbers. Reports start in the business unit you're working in, like the rest of Suprata. To see another unit, switch units, or filter by business unit if your role can view all units.
Treating a saved report as a snapshot. It isn't one: it reruns on today's data. If you need the numbers as they stood on a given day, export a CSV and keep that.