Create a report for a Better Overview

Acubiz allows you to generate reports on expenses, mileage, time registrations, and allowance.

Open Acubiz, go to the menu, and select REPORTS.

New report

To create the report, select:

Transaction type: Choose the report's basis.

• Expense
• Driving
• Time tracking
• Diets

Time interval: Select the desired reporting period.

• User defined - Enter start and end dates manually.
• Today - Report for today.
• Yesterday - Report for yesterday.
• Current Month - Report for the current month.
• Last Month - Report for last month.

Extra filters: NOTE! Only for transaction type - Expenses

Select dimensions to filter by.

Grouping: Choose the report's order, starting with the transaction type followed by dimensions.

Make report without budget/balance.

Time records like Overtime and Illness are often budget-free, so the BALANCE view is not available.

Enter the time period and category, then click GENERATE to view the report.

You can filter the report by dimensions for more specificity.

Generate report with budget/balance.

Budgets are often set for categories like holidays, showing your remaining days and registrations within a period. The BALANCE view is available.

Select the time period and category, then click GENERATE to view the report.

You can filter the report with dimensions for more specificity.

Save a report.

If you frequently generate reports for certain categories, save them for easy access without re-entering criteria.

In the NEW REPORT section, click and enter a descriptive name for the report.

After pressing the SAVE button, name the report to access it directly from the Acubiz menu.

Here is the Acubiz menu shortcut