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How to Create Reports

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Create a Report

Reporting>Manage Reports

One

Go to Reporting and then Manage Reports

 

Two

Select Create Report

Three

Select a Report Group - Orders, Inventory or Customers

 

Four

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. 

 

Five

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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