Updated: 6 July 2026
Maxio is excited to announce the following updates and new features released during the month of July. We'll be updating this article throughout the month as new features become available. To get notified about any changes to this article, simply click the Follow button.
Billing
Build configurable List Reports for custom data exports
Maxio Core users can now create configurable List Reports by selecting a base object — Invoice Line Item, Invoice, Transaction, or Contract — choosing fields from that object and approved related objects, applying filters, and exporting the results. Each report returns exactly one row per base object record, and reports can be saved, copied, scheduled, and emailed using existing reporting infrastructure. This capability is available when the List Report feature is enabled for your account. (Released: 1 July 2026)
- Why it matters:
Previously, getting data from core objects and their related entities often required custom exports or one-off report enhancements. List Reports let you answer reporting and data export needs yourself — including pulling related fields like Customer Name or Contract Name into an invoice line item export — without waiting on custom work.
- Where to find it:
When the List Report feature is enabled, the new List Report type appears in the report builder alongside your existing reports. New List Reports default to Transaction as the base object, and you can select fields from the base object and its approved related objects, with labels grouped by object prefix.
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