Reporting

With Primus, reporting is built into every module, giving you instant access to the data that matters most—without switching systems or running complex exports. Generate clear, actionable reports in real time, customize them to fit your needs, and drill down into details in just a few clicks. Whether you’re tracking performance, monitoring trends, or making decisions on the fly, Primus delivers the insights you need, exactly when you need them.

Open Counter Sales screen showing a list of invoices with customer names, phone numbers, dates, and totals. A dropdown menu for saved layouts is open on the right with multiple custom layout options.
Vendor Invoices screen showing a list of vendors, equipment numbers, invoice numbers, amounts, balances due, and due dates. Several invoices are marked as new with upcoming due dates highlighted in green.
Reports screen listing available financial reports, including Cash Flow Statement, Chart of Accounts Comparative Balances, Financial Statements (Comparative, Condensed, Detailed, Expanded, Quarterly), and Trial Balance (Detail and Summary)
01

Unlimited Custom Layouts

Create as many personal layouts as you need, and share them with specific team members, designated roles, or your entire organization.

02

Drill-Down Reporting

Use integrated hyperlinks to instantly drill down into any report you create, giving you quick access to the details behind the data.

03

Curated Printable Reports

Access a library of printable reports refined over 45 years, designed to give you the insights and formats our customers rely on most.

Drill-Down Reporting

In Primus, reporting goes beyond transactions. Users can drill down into records to get the exact information they need, right where they need it.

Date & Time Reporting

Primus date and time reporting gives users crucial insights tied to specific dates and times, ensuring accurate and timely information.

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During our normal business hours (7:30am - 5:30pm CT), our highly qualified team is available to assist you with any questions you may have.