Custom Reports

Custom reports are used to create your own specific reports. Reports can either be based on orders or jobs. Reports based on orders would include information that is related to the entire order like shipping location, total price and billing method used by the customer. Reports by job would include more specific information on the job like job name, quantity. General information like order id can also be selected.

In the backend go to Custom Reports.

From this page if you already have reports set up you can run your report by clicking on the lightning bolt next to the report name. To create a report click on Add New Report.

-Give a name to your report.

-Select whether the report is by Order/Job/User/Products. (The columns below will change based on the report type.)

-Choose a State. The state will determine what managers see in the front end. 'Hide' means that the report won't show to managers. 'Run Only' means that the report can be viewed by managers. 'Run and Edit' means that the report can be viewed and columns can be edited by managers.

When a report is set to Run or Run and Edit, the report shows in the front end to managers in any company. The data in the report will be from the user's company. If you want the report only to be seen by a manager from a specific company, then use the company drop down list to select a company. The company drop down is also used for the backend run report. When the report is run, the company from the drop down will be selected in the company checkboxes.

Once a report type is selected choose the column you would like to display and click the Arrow (to Right) button. Once added you can change the name of the column to make it friendlier for the customer.

Continue adding the columns. When done click the save button on top.

Note: You can change the order of the columns by selecting a row and using the up and down arrows. Save after moving columns.