Custom reports

Custom reports are part of the Pro and Business plans. Open Reports and click Custom reports, then New report.

Building a report

On the left, choose:

1. Report on: Products ordered (each line on an order), Orders, Quotes or Dispatches.
2. Dated by and Period: which date counts (for example when it was ordered, approved, finished or dispatched) and over what time. Choose dates lets you pick your own.
3. Group by: for example Customer, Product, Production type, Department, Status, or Month, Week or Day. Each record (a list) shows every record instead.
4. Show: what to measure, such as Items, Lines, Value, Won (%), Average turnaround or Ready by due date (%). The first one ticked is charted and sorted on.
5. Only include (optional): one customer, product, production type, department, status or source.
6. Order and Chart.

Click Show report. The chart and table update, with a total at the bottom.

Saving and sharing

Type a name under Name it to save it and click Save report. Saved reports are listed under Custom reports for everyone in your team who can see reports, and show the latest figures each time they're opened. To change one, open it, change the settings, click Show report to check, then Save changes.

Exporting

Click Export CSV to download the report as a spreadsheet. A list exports every record, not just the first 500 shown on screen.

Good to know

• Values are before VAT.
• A report covers up to 20,000 records. For more, choose a shorter period.