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 with details important to your workflow.
To get started, go 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. They give you added options:
- Load Saved Report: Load a report you previously saved. Learn more.
- View Scheduled Report: View any reports you’ve scheduled within this category. Learn more.
- Export: Download this report as a CSV, or upload it to Dropbox directly from this page. Learn more.
Step 1: Selecting a Module
You can start off by selecting a primary module for your report. You can choose to generate a maintenance report by selecting ‘Services’, for example, or a report on your national operations by clicking ‘Locations’. Here’s a look at the primary modules you can choose for your Custom Report:
Next, you can select one or more related modules. As implied by the name, these will change based 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.
Say 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 purposes of our report, we’ve chosen ‘Carts’ and ‘Locations’. The related modules you select here will open up additional choices to you in Step 2.
Note: As you can see, two related modules (‘Comments’ and ‘Documents’) are greyed out in the image above. Some related modules can have multiple associations to a single item. As an example, one item can be associated to multiple Comments, Documents, and Carts. When setting up a report, you cannot select more than one of these related modules. In the image above, we’ve already selected Carts, which is why the other two multi-association modules have been greyed out.
Step 2: Selecting Columns
In the step above, we chose the primary module ‘Items’, with the related modules ‘Carts’ and ‘Locations’. In this step, we get to choose specific columns based on all 3 of these modules.
You can see the newly added columns highlighted in blue in the image below:
We chose a few columns that would help us figure out which types of assets were sent out in carts to specific locations. You can see that Cart Location and Item Group are two such columns we chose. 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.
Step 3: Applying Filters
You can now 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 chose in Step 1.
We picked ‘Items’, ‘Carts’ and ‘Locations’, so we can add multiple filters based on any of these modules. Here’s an example:
We’ve chosen a Location filter for the city of Annapolis, as well as the filter that ensures the report only relates to ‘Completed’ Carts. You can also choose between items displaying in an ascending or descending order, as shown below:
Note: You can’t run more than one of the same category of filter. For example, if the filter for the Cart state is set to ‘Completed’, you will not be able to create an additional one set to ‘Reserved’.
Step 4: Running Your Custom Report
As you can see, you can completely customize your report using EZOfficeInventory. Step 1 allows you to choose primary and related modules, so you can have a report focus. Step 2 then allows you to choose the specific columns that will make up your report, and Step 3 helps you apply filters to your data pool.
You can now click one of the following buttons, depending on your need:
- Run Report: To generate your new Custom Report.
- Save Report: To save the report template for future use.
- Schedule Report: To send this report to specific people at set intervals.
The Save Report button will only appear once you run the report.
And with that, you’re done with the basics of Custom Reports in EZOfficeInventory.