Creating a Custom Report
Also known as: Custom Analytics, Filtered Reports
Custom reports let you tailor data views with filters and saved conditions. This is helpful if you often run the same filtered report.
Steps to Create a Custom Report
- Navigate to the Reports module from the Dashboard.
- Select your base report type (e.g., Transaction, Inventory Value).
- Apply filters:
- Field filters (e.g., by Job, Station, Supplier).
- Conditions (equals, does not equal, begins with, contains).
- Save the report for reuse.
Benefits of Custom Reports
- Save time by reusing the same setup.
- Standardize reporting across departments.
- Reduce mistakes from re-applying filters manually.
FAQ
Can I edit a saved custom report?
Yes. Open it, adjust filters, and save again.
Do custom reports export to Excel?
Yes. All reports can be exported, including custom ones.