Custom Reports

Custom reports are used to  create your own specific reports. Reports can either be based on orders or jobs. Reports based on order 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 paper type etc... General information like order id can also be selected.

In the backend go to Manage -> Producer Reports.

Click on Design/Run Your Report

From this page if you already have reports set up you can view your reports 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. (The columns below should change based on the report type.)

-Choose a State. The state will determine in this report can be hidden from managers (Hide), can be seen by managers but they can only view the report (Run Only), or can be viewed by  managers but also edited (Run and Edit).

Once a report type is selected choose the column you would like to display first and click the add button below. There is no way to organize the columns later so make sure you add them in the order in which you want them to display. 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.