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How to Create a Report


Create a Report

Reporting>Manage Reports


Go to Reporting and then Manage Reports



Select Create Report


Select a Report Group - Orders, Inventory or Customers



Once you have selected your Report Group, the side panel will populate with the fields available to drag into your report. 

The top box ("Drag Columns here to add filter") allows you to add a filter to search for specific data in your report. 

The second box ("Drag Columns here to add Grid Columns") adds the fields to your report which can later be downloaded into an excel file. 



You can then give your report a custom name and click Save

Success!  Your report has been created and you're now ready to run your report. 


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