Sales, inventory, adjustment, payments, and tax reports can be customized using filters, measures, and table formatting to suit your workflows and saved for ongoing use. This functionality is available for Admin and Manager roles.

Saving your customized reports

1. Navigate to Reporting > Sales reports, Inventory reports, Adjustment reports, Payment reports, or Tax reports.

   

2. Customize your report using different metrics such as Report type, Measure, Date range, Comparison, and Filters.

   

3. Once customized as desired, click Save report.

   

4. In the pop-up window, enter your report name and select Save report.

   

The saved customized report is now available under its own report tab next to Summary. You can find any additional reports you create here.

Updating an existing saved report

1. On the Sales report, Inventory report, Adjustment report, Payment report, or Tax report page, select the saved report you wish to update.
2. Customize the report using different metrics such as Report type, Measure, Date range, Comparison, and Filters.
3. Once customized as desired, click Save report.
4. Ensure that Save to existing report is selected and click Save report.

   

Renaming a saved report

1. On the Sales report, Inventory report, Adjustment report, Payment report, or Tax report page, select the tab name of the saved report you want to rename.
2. Select Actions... > Rename.

   

3. In the pop-up window, enter the new name into the Report name field and click Save.

   

Deleting your saved reports

Deleting reports is permanent for all users. Deleted reports can't be recovered.

1. On the Sales report, Inventory report, Adjustment report, Payment report, or Tax report page, select the saved report you wish to delete.
2. Select Actions... > Delete.

   

3. A pop-up will appear confirming that deleting the report is permanent and can't be undone. Click Delete report.

   

What's next?