Data insights are crucial if you want your business to succeed. Our Custom Reports provide you with access to more in-depth data and greater customizability – all from one place. You can identify connections between different data sets, and get specific details important to your workflow.
1. Getting Started
To get started, first ensure that the Custom Reports Add On is enabled. Go to Settings → Add Ons → Custom Reports. Here, enable the Add On and select the appropriate checkboxes if you’d like to allow users to save and schedule Custom Reports.
Now, once you’ve saved these changes, head to Reports → Custom Reports → Custom Report. You can also click on the ‘Create Report‘ button on the top-right of the Reports page to be taken directly to the Custom Report page.
Here, you can build your Custom Reports from scratch. Before we get into that, take a look at the buttons highlighted below.
- Load Saved Report: Load a report you previously saved. Learn more.
- View Scheduled Report: View any reports you’ve scheduled within this category. In order to schedule a report, you need to first enable the relevant settings from Settings → Add Ons → Schedule Custom Reports. Learn more.
- Export: Download this report as a CSV/PDF, or upload it to your OneDrive/Dropbox. Learn more.
2. Selecting a Module
Start creating your report by selecting a primary module for your report. Here’s a look at the primary modules you can choose for your Custom Report:
The extensive list of options enables you to pull insights for any aspect of your operations. If you want to generate a maintenance report, choose ‘Services’, or select ‘Locations’ to generate a report on your national operations.
Next, select one or more related modules.
These are dependent on your initial selection. For example, choosing ‘Locations’ allows you to choose from related modules such as Items, Location History, Stock Requests, and Work Orders.
Let’s create our very first custom report.
We want to run a report on business assets sent to specific job-sites for different projects. For that, we’ll select ‘Items’ as the primary module. That results in the following related modules:
For the purpose of this report, we’ve chosen ‘Carts’ and ‘Locations’ as the related modules. These choices update the columns available to you in the next step.
Note: Some related modules can have multiple associations with a single item. As an example, one item can be associated with multiple Comments, Documents, and Carts. When setting up a report, you cannot select more than one of these related modules. In the above example, since we chose Carts, the Documents and Comments checkboxes are locked.
3. Selecting Columns
Now, we need to select columns based on all 3 of our chosen modules. To do this, simply select the columns you want to add.
We’re adding in item identifiers, location identifiers and cart fields for our report. We even added a Custom Field (‘Item Project Number’) that was created so we could track projects individually. As always, the Custom Fields relating to each category appear at the very end of that category.
4. Applying Filters
Apply filters to your Custom Report by picking the relevant category, filling in the fields next to it, and clicking ‘Add Filter’. These filter options are also dependent on the primary and related modules you’ve chosen.
We picked ‘Items’, ‘Carts’ and ‘Locations’, so we can add multiple filters based on any of these modules.
Here’s how to add a filter:
- Choose a module and the filter you would like to apply.
- Next, choose between items displaying in an ascending or descending order.
- Click on ‘Add Filter’. This action adds the filter to the list of Applied Filters.
- To add another filter, use the same dropdown to select a new module and filter.
For our report, we’ve chosen a Location filter for Seattle Office, as well as a filter for ‘Checked out’ Carts.
Additionally, you can also apply two or more filters to one module. To stack filters in this manner, choose the same module again with a different filter state, and click on ‘Add Filter’. We’ll try this on our Cart status filter.
The stacked filters are highlighted in the image above. You can click on the crosses to remove one of the filters, or hit Remove Filter to remove the entire filter.
The ‘And’ ‘Or’ options available between filters enable you to choose how you want to apply the filters. You can change between ‘And’ ‘Or’ for the same item, such as different states of carts. Or you can also choose Carts And Locations or Carts Or Locations for two different items. Simply click on the And/Or option to switch.
You also have the option to switch to Advance View when applying filters.
After switching to the Advance View you will be able to drag and drop in groups and use the Filter Criteria to specify logic functions. The filters we chose initially appear like this:
We then drag the Locations filter to the first group. The Filters Criteria also changes to display the change in groups. You can undo this action anytime by the button on the right side.
5. Grouping line items in the report
You can also group line items to make it easier for you to view and analyze the report. This feature clubs similar items together to improve report readability.
To begin, click on ‘Group rows’ under Step 3. Next, simply make your selections.
We’ll choose to group rows by Item names.
6. Using Functions
You can apply functions to fields in reports to get more insight into your report/data.
As displayed above, you can apply multiple types of functions ie. Count, Sum, Average etc. depending on your requirement.
Note: Functions can only be applied to numeric fields. Therefore the system automatically displays only numeric fields as options for the “Choose Field” dropdown.
For example, we have chosen the field Cost Price/Add Stock Price here and the SUM value that will add the values of multiple entries and provide a total.
You can apply a function to a single field, or apply multiple functions to a single field. Here we have applied two functions, SUM and MIN to a single field Items- Cost Price/Add Stock Price
You can also apply multiple functions to multiple fields. Once you have selected the fields and functions, it’s time to run the report.
This is what a simple report will look like. Please note that if the report is more than one page, the SUM value will show up on the last page of the report.
You can also apply Functions on Groups to generate more layered reports.
In the example above, items are grouped together based on their state. You can keep the rows expanded for more details and collapse them if you don’t need to view individual details.
You can likewise apply Functions to multiple groups or apply multiple Functions to a group.
7. Running Your Custom Report
Once you’re done creating your report, it’s time to generate it!
Click on one of the following buttons, depending on your need:
- Run Report: Generates the Custom Report.
- Save Report: Saves the template for future use. This option is only visible once you’ve run the report.
- Schedule Report: Sends the report to specified people at set intervals.
We’ll run our report now. Here’s what it looks like:
Notice that the same item names are grouped together. You can click on one of the arrows highlighted to expand an entry or collapse it.
8. Creating Custom Report Graphs
9. Applying viewing filters
Majority of users create and save custom reports on a monthly or weekly basis. By using viewing filters, users can now sort out saved reports to display certain parts of a report. This helps save time spent in running reports for specific locations or groups again and again. The view filters are even applicable on custom report graphs.
Go to your saved report and click on the Filter icon on the left side.
Select the filters you want to apply on your saved report and graph and hit ‘Apply Filters’.
Once the filters are applied, you will be able to see the new Graph and Report according to your requirements.
Note: You can edit the saved Report by clicking on ‘edit this report’ at the bottom right on the filter window. This will take you to the main Custom Report page where you can choose additional filters.