Read this article to learn how to create and edit custom reports.
Creating a New Report
On the side menu, open Custom Reports in the Reports category.
Step 1: Select Entity
This step is to select the type of information that you want to report on.
E.g. if you want to see what inventories have been completed in the last week, select Inventory
Step 2: Build the Report
This step allows you to add custom filters to only show specific rows.
Use the Add Rule and Add Group buttons to add new rules and control the hierarchy of the logic.
The AND | OR selector at the top allows you to change between the AND and OR condition. The selected condition is highlighted orange.
Below is an example of a configuration that checks if both of these conditions are true:
- The Created By User is Locafi Client
- The Unit Cost is less than or equal to 10, and greater than 5.
Tip: To set a date field to a dynamic value, e.g. a weekly report, you can use the syntax "TODAY - 7" to use the current date.
Step 3: Selecting Fields
Choose which data fields you want to display on the report in this step. By default, none are selected.
Click on the text box to see the list of available fields.
If you type in something, it will automatically filter the fields.
Note: If you select a field whilst it is filtered, the text you typed in to filter it will not be automatically removed. You will need to remove the text and retype in your next field to filter again.
E.g. below, the field "Date Created" was selected, but the text "date" is still there. Click next to the text and backspace it to adjust the filter.
Step 4: Sorting and Distinct
This step is optional. You can modify how the data is presented by adding in configurations for Sorting and Distinct.
Tick the Sorting box to control how you would like the data to be sorted.
Tick the Distinct box to include distinct values only for a specific field.
Once you have filled out the report, click Search to generate the results. Scroll down to view the report.
Saving the Report
Once you have created the report successfully, you can save it and use it later.
At the top of the page, click "Save New Report".
Fill out the details below:
- Name: The display name of the report
- Make Global: Toggle on to make the report accessible to all users
- Share with Users: Choose which users can access the report, apart from yourself
Once you have filled it out, click Save.