Creating custom reports enables you to access highly specific information by tailoring report columns and filters to your needs—eliminating the need to manually adjust existing reports each time.
This functionality can be particularly useful for analyzing data and extracting insights that drive better operational decisions, such as identifying key trends or performance metrics.
Customising Report Views
To access the Reporting Dashboard, log in to your account and navigate to the main navigation menu, selecting 'Reporting.'
To begin go to the Navbar and select the Reporting Dashboard.
Click the pencil icon to the left of any column header.
A side panel will open showing all available columns for that report.
Available columns vary between reports (e.g. "Customer Name" is not available in the Suppliers Report).
Tick the checkboxes of columns you'd like to include (unticked boxes will be excluded).
Drag and drop the column names in the panel to reorder them (top-to-bottom = left-to-right in the report).
Click Save once finished.
Click the filter text field at the top of the report.
Select from the list of applicable filters.
Click a selected filter again to remove it.
Some filters have multiple layers and support multi-option selections, allowing you to fine-tune your view.
Example: Filters used on a Sales Report:
Invoice Category
Private Customer
Not Paid/Allocated
Partially Paid/Allocated
Saving and Managing Custom Reports
Click the Save option under Quick Links.
Name your report.
The saved view (including all selected filters and columns) will now appear under the Custom Report section within the relevant menu category.
Use the Quick Links in the report screen to delete any saved custom report.
To export reports, click the Export option within the report interface. Choose your preferred file format (e.g., CSV or Excel) and save the file to your device for documentation or follow-up purposes.