Reports by Provider

Every report Amalgam can run, grouped by the system it comes from. Reports are read-only tables you can run in the web app, in Excel or Google Sheets, or from Claude and ChatGPT. Beta reports work but may still change shape.

Acumatica

AP Aging (beta): The Accounts Payable Aging Report provides a summary of outstanding vendor balances organized by aging period. It helps users monitor unpaid bills, review upcoming and overdue obligations, and manage vendor payments and cash-flow requirements.
AR Aging (beta): The Accounts Receivable Aging Report provides a summary of outstanding customer balances organized by aging period. It helps users identify overdue invoices, monitor customer payment activity, support collection efforts, and evaluate credit exposure.
Balance Sheet (beta): Standard structure Balance Sheet report.
Trial Balance (beta): The Trial Balance Report displays the debit and credit balances for general ledger accounts within a selected financial period. It is used to verify that total debits equal total credits, review account balances, and support financial reconciliation and period-end closing activities.
Trial Balance Detailed (beta): The Detailed Trial Balance Report provides a comprehensive view of general ledger activity for a selected financial period. It displays beginning balances, detailed debit and credit transactions, and ending balances for each account and subaccount, helping users review account activity, validate balances, and support financial reconciliation and audit processes.

Airtable

Airtable Query: Sync entire Airtable Databases with your sheet.

Amazon Seller

Settlement Report: Seller’s Settlement Reports based on the dates the report was created. Amazon only keeps record of these reports for 90 days.
Transactions View (beta)

Bookkeep

Journal Summary (beta): Summary of Journal Entries created by Bookkeep, for each of your connected apps.

Brex

Expenses (beta): Lists Brex Expenses and expense details.

Google Ads

Daily Spend (beta): Daily spend per client.

Google BigQuery

Base Query Report: Basic query report for starting BigQuery reporting.

Gusto

Annual Compensation: Employee compensation grouped by year. NOTE: this report may fail for larger organizations with many payrolls, please use monthly or payroll by employee reports for those organizations.
Employee Comp Summary: Employee-by-employee summary of current compensation and benefits, as of the report date.
Monthly Compensation: Employee compensation grouped by month. NOTE: for larger companies, the Payroll by Employee report may be required.
Payroll by Employee: Granular report grouping each payroll by employee and date.
Payroll Journal Report (beta): Standard payroll journal report.
Payroll Journal Report Detailed: Gusto payroll journal report detailed.

Hubspot

Deal List (beta): A simple list of all deals from a HubSpot organization, excluding archived deals.

LeanLaw

Leanlaw Clients: Get client data.
Leanlaw Employees: Get employee data.
Leanlaw Matters: Get matter data.
Leanlaw Time Entries: Get time entry data.

Maxio

Report Exports (beta): Run and export any defined report (excluding graphical reports).

Microsoft Dynamics 365 Business Central

Balance Sheet (beta): Standard structure Balance Sheet report.
General Ledger (beta): Customizable report of GL data.
Income Statement (beta): Standard structure Income Statement report.
Trial Balance (beta): Standard structure Trial Balance report.

Oracle Netsuite

A/P Aging Detail: Accounts Payable by transaction detail.
A/P Aging Summary: Accounts Payable summarized by vendor.
A/R Aging Detail: Accounts Receivable by transaction detail.
A/R Aging Summary: Accounts Receivable summarized by client.
Balance Sheet: Standard structure Balance Sheet report.
Balance Sheet Paginated (beta)
General Ledger (beta): Customizable report of GL data.
P&L: Standard structure P&L report.
Trended P&L by Department (beta): P&L for each department, broken out by month, quarter or year.
Trial Balance: Standard structure Trial Balance report.

PayPal

PayPal Transactions (beta): Transactions Directly retrieved from the PayPal API.

Plaid

Bank Transactions: Access transaction reporting via Plaid to download bank statements directly into a spreadsheet report.
Statement Report (beta): Bank statement report showing transactions with balances.

Postgres

Select Query (beta): Run a SELECT query with a variable number of AND conditions.

QuickBooks Desktop

Balance Sheet: Standard structure Balance Sheet report.
Balance Sheet by Class: Compares balance sheets for each class at a single point in time.
Balance Sheet PY Comp: Compares the current balance sheet with that of the same date in the previous year.
Balance Sheet Summary: High-level view of financial position without detailed line items.
Customer Balance Summary: Open balances summarized by client.
Expense by Vendor: Summarizes total expenses paid to each vendor over a specified period.
Income by Customer: Summarizes total income received from each customer over a selected period.
Income Tax Summary: Summarizes taxable income and deductible expenses by tax line.
Inventory Stock Status by Item: Displays current inventory levels for each item, including quantities on hand, on sales orders, and on purchase orders.
Inventory Valuation Summary: Summarizes the quantity on hand, average cost, and total value of each inventory item.
Lot Numbers in Stock by Site: Displays available quantities of inventory items by lot number and site.
P&L: Standard structure P&L report.
P&L by Job: Shows income and expenses for each job or project, helping assess profitability on a per-job basis.
P&L: By Class: P&L report in Class groupings.
P&L: PY Comp: Compares income and expenses for the current period against the same period in the previous year.
P&L: YTD Comp: Compares year-to-date income and expenses with the same period from the previous year.
Physical Inventory Worksheet: Lists inventory items with space to enter actual counted quantities.
Purchases by Item Summary: Summarizes total purchases by item, showing quantities and amounts purchased over a specified period.
Purchases by Vendor Summary: Summarizes total purchases from each vendor over a specified time period.
Sales by Customer Summary: Customer-level sales summary over periods.
Sales by Item Summary: Summarizes total sales for each item, showing quantities sold and total revenue.
Sales by Rep Summary: Summarizes total sales attributed to each sales representative, helping you track team performance and commission calculations.
Sales Tax Liability: Shows the amount of sales tax collected and owed to tax agencies over a specific period.
Sales Tax Revenue Summary: Summarizes total taxable and non-taxable sales, grouped by sales tax item or agency.
Trial Balance: Standard structure Trial Balance report.
Vendor Balance Summary: Open balances summarized by vendor.

QuickBooks Online

A/P Aging Detail: Accounts Payable by transaction detail.
A/P Aging Summary: Accounts Payable summarized by vendor.
A/R Aging Detail: Accounts Receivable by transaction detail.
A/R Aging Summary: Accounts Receivable summarized by client.
Balance Sheet: Standard structure Balance Sheet report.
Balance Sheet: Comparative: Compare two sets of actual periods.
Budget P&L (Without Actuals) (beta): Displays budget financials in a P&L format.
Cash Flow Statement: Standard structure Cash Flow report.
Customer Balance Detail: Open balances detail by transaction. Can be filtered by a custom field, such as Sales Rep.
Customer Balance Summary: Open balances summarized by client.
General Ledger: Customizable report of GL data.
General Ledger: Paginated: Same report built for large datasets.
Inventory Valuation Detail (beta): Shows current inventory levels for each item, including quantities on hand, and on sales orders.
Inventory Valuation Summary: Summarizes the quantity on hand, average cost, and total value of each inventory item.
Invoice List: Line-level detail report of all invoices.
Item List: Raw download of all items within lists.
Journal Report: Line-level detail report of all journals.
P&L: Standard structure P&L report.
P&L: Budget vs. Actual (beta): Compare budgeted scenarios to actuals.
P&L: Class Splits: P&L report in Class groupings.
P&L: Comparative: Compare two sets of actual periods.
P&L: Customer Splits: P&L report in Customer groupings.
P&L: Detail: P&L expanded with transaction detail.
Sales by Customer: Customer-level sales summary over periods.
Sales by Customer Detail (beta): Detailed view of customer-level sales over time.
Sales By Month: Monthly sales performance overview.
Time Activity: Line-item download of time activity.
Transaction List: Summarized download of all transactions.
Transaction List by Customer: Customer-grouped transaction download.
Transaction List by Vendor: Vendor-grouped transaction download.
Transaction List with Splits: Detailed download of all transactions.
Transaction List: Paginated: Same report built for large datasets.
Trial Balance: Standard structure Trial Balance report.
Trial Balance: Comparative: Compare two sets of actual periods.
Trial Balance: Zero (beta): Trial Balance Report with Zero Accounts.
Vendor Balance Detail: Open balances detail by transaction.
Vendor Balance Summary: Open balances summarized by vendor.

Ramp

AP Detail (beta): Provides detailed information about Ramp bills, including vendors, invoice amounts, due dates, payment details, approval status, and bill status.
Reimbursements (beta): Provides detailed information about employee reimbursements in Ramp, including expense amounts, dates, payment details, reviewers, and reimbursement status.
Transactions report (beta)

ReCharge

Customer Report Recharge: Grabs detailed customer data from the ReCharge API based on the time period provided.

Rillet

AP Aging Detailed (beta): Accounts Payable by transaction detail.
AP Aging Summary (beta): Accounts Payable summarized by vendor.
AR Aging Detailed (beta): Accounts Receivable by transaction detail.
AR Aging Summary (beta): Accounts Receivable summarized by client.
Balance Sheet (beta): Standard structure Balance Sheet report.
General Ledger (beta): Customizable report of GL data.
Income Statement (beta): Standard structure Income Statement report.
Trial Balance (beta): Standard structure Trial Balance report.

Rippling

Payroll Report (beta): Standard Payroll Report.
Vacation Report (beta)
Workforce Information (beta)

Sage Intacct

A/P Aging Detail: Accounts Payable by transaction detail.
A/P Aging Summary (beta): Accounts Payables summarized by Vendor.
A/R Aging Detail: Accounts Receivable by transaction detail.
A/R Aging Summary (beta): Accounts Receivable Summary by Client.
Balance Sheet: Standard structure Balance Sheet report.
Budget vs Actual (beta): The Budget vs Actual report in Sage Intacct compares budgeted amounts against actual financial results over a selected period. It helps organizations evaluate financial performance, identify variances, and monitor how closely spending and revenue align with planned budgets.
Cash Flow Statement: Standard structure Cash Flow report.
General Ledger: Customizable report of GL data.
P&L: Standard structure P&L report.
P&L by Department (beta): P&L report structured by Department.
P&L by Vendor
Trial Balance: Standard structure Trial Balance report.
Trial Balances By Months: Trial Balance structured by Months.

Shopify

Customer Cohorts (beta): Customers, net sales, shipping by customer cohort month.
Fulfillment Details: Fulfillments with tracking and line item details.
Fulfillment Details (Legacy): Download a list of order fulfillments for a given time period. Helpful for applying GAAP accruals to orders data.
New vs. Returning Customers (beta): Net sales by new vs returning customers over time.
Order Lines: Order lines detail; flattened rows per line item with order-level fields on the first line.
Order Lines Summary: Order lines summary; per-line aggregates (gross, discounts, returns, shipping, taxes, units).
Order Lines Summary (Legacy): Get an abbreviated summary report of sales in a given time period.
Orders: Orders with high-level fields (totals, taxes, discounts, currency, status).
Orders Detail (Legacy): Mimics the format of Shopify’s own Orders export report.
Payment Transactions: Shopify Payments balance transactions (amount/fee/net, payout status/date, presentment).
Payments & Payouts (Legacy): Download all transactions hitting your Shopify Payments ledger, including payments from customers and payouts to your bank account.
Payouts: Shopify Payments payouts with summary amounts (charges, refunds, adjustments, fees, net/total).
ShopifyQL Query (beta): Create a custom query to export detailed reports, as you would in the Shopify Analytics dashboard.
Transactions: Order transactions (tender) with amounts, currency, payment method/gateway, card type.

Square

Square Payments

Stripe

Balance Transactions: Directly download Stripe’s summary report for all transactions in a given time period.
Charges: Pull a record of every charge made to a Customer.
Disputes: Download a list of all disupted charges and the status of those disputes.
Invoices: Access Stripe invoices, payment status, and Customer data.
Payouts: Download a list of all funds paid out of Stripe to your bank account.
Refunds: Download a list of all refunds made to customers.
Stripe Payout Mapping (beta): Maps payouts to individual customer transactions.
Subscriptions: Get a list of all active and inactive subscriptions.

TikTok

Ad Creative Performance (beta)
Campaign Performance (beta): campaign performance Overview.
Campaing Report (beta)

Xero

A/R Aging By Contact: Accounts Receivable by Contact.
A/R Aging Detail (beta): Accounts Receivable by transaction detail.
A/R Aging Summary (beta): Accounts Receivable Summary by Client.
Account Transactions (beta): Detailed Account Transactions report.
Balance Sheet: Standard structure Balance Sheet report.
Cash Flow Statement (beta)
General Ledger: General Ledger detailed by transaction.
Multicurrency Acc Transact (beta): Account Transactions for Multi-Currency organizations.
P&L: Standard structure P&L report.
Transaction Journals: Rough summary of all transaction journals after a given date. Xero offers limited options, but we’re working on tightening this up.
Trial Balance: Standard structure Trial Balance report.