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Saving customized reports

  • Insights features (forecasting, order recommendations, custom reporting) are available to merchants on Plus plans.

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.

    Reporting page with Sales report selected.

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

    Sales report page with filter types emphasized.

  3. Once customized as desired, click Save report.

    Adjustment report page with Save report button emphasized.

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

    Pop-up window showing option to Save as a new 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.

Adjustment report page with saved report tabs and Summary tab emphasized.

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.

    Pop-up window with options to Save to existing report or Save as new 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.

    Adjustment report page with emphasized Actions... button showing options to Share, Rename, or Delete.

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

    Pop-up window with option to rename report.

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.

    Adjustment report page with emphasized Actions... button showing options to Share, Rename, or Delete.

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

    Pop-up window confirming that deleting the report is permanent, with options to Delete report or Don't delete.

What's next?

Reporting in Retail POS (X-Series)

Learn more about reporting in Retail POS.

Learn more

Basic and advanced reporting in Retail POS (X-Series)

Learn more about advanced reporting.

Learn more

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