Customized Reports

Steps to create your Customized Report

  1. 1.
    You can find the
    button in two pages: 'Library' & 'My Reports' page. Go to either of the pages using our navigation panel on the top, and click on
  2. 2.
    Name your report. Add Report Description if required, and click on 'Continue'.
  1. 3.
    Select your report category from the 13 options provided. Once you have selected your category, you will be prompted to confirm your selection, and the appropriate fields for that category will be displayed. Click on "Proceed" to continue.
  1. 4.
    The first report type from the report category will be chosen by default. In case you want to see or change the report type, select the Report Type, and choose the Report Type, from the sidebar on the left.
  1. 5.
    Select your desired date range using the Date Selector tab. We have several preset dates ranges to choose from, OR you can select your own start and end dates according to your requirement.
    For example: In this case, we have chosen the Last 30 days.
  1. 6.
    To create your report, select the fields you need by using the "Select Fields" tab. Use the search bar to locate the required fields for your report, which include (in this case) Barcode (UPC), Inventory Quantity, and Price.
  1. 7.
    To save the report, click on the "Save" button. After saving, you can access your report anytime from the "My Reports" page.
That's it. You've successfully customized your report.

Selected Fields Section

On the left, you can find all the fields that you've selected for your report.
  • Values Box: This shows you the numerical fields.
  • Rows Box: This shows you the text fields.
The selected fields are automatically organized in the first row. In rare cases, you may choose to organize certain fields in the first column. To do so, you can easily drag and drop the fields into the COLUMNS Box.

Edit Field

When you place the cursor over the field, you'll be able to view the options to edit the field.
Edit: You can edit the field name by clicking on the
Once you're done renaming the field, click on 'Okay'.
Hide: You can hide the field from the report by clicking on
button. It is useful in case you don't need a calculated field to be shown. This way you do not remove the field, but only hide it.
Remove: Click on
to remove the selected field from the report.
Additional Options: Click on the
button to access other field editing options.
  • Group by: You can group them according to Value(none), Row, and Column.
  • Aggregate type: You can add a calculating function to the numerical field. The 'Sum' aggregate '∑' is set by default on all numerical fields.
    • Sum - Gives you a summation of all the records in the field.
    • Count - Gives you a count of all the records in the field.
    • Count Unique - Gives you a count of all the unique records in the field.
    • Min - Gives you the minimum value among the records in the field.
    • Max - Gives you the maximum value among the records in the field.
    • Average - Give you the average value among the records in the field.
  • Date Format: You can change the date format for date fields as shown below.

Re-Arrange Fields

The selected fields can be rearranged according to your requirement by dragging and dropping the fields.
The arrangement from 'top to bottom' in the box corresponds to the 'left to right' arrangement in the row.
Features like Wrap Primary Records and Sub-total are designed with respect to the first column(from the left). Hence, re-arranging the field to the top(in the ROWS box) will enable you to apply the features. To know more about these features, click here.