The Insights module that encompasses the saving customized reports functionality is free until November 1st as part of a public beta. If you're interested in testing out the Insights module, please reach out to your account manager

Sales, inventory, payments, and tax reports can be customized using filters, measures, and table formatting to suit your workflows and saved for on-going use. This functionality is available for admin and manager user roles.

Saving your customized reports

1. Navigate to Reporting > Sales reports, Inventory 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. Name your report and click Save report.

The saved customized report is now available in the report tab next to Summary. You can find any additional reports you create here also.

Updating an existing saved report

1. On the Sales report, Inventory 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, Payment report, or Tax report page, select the saved report you wish to rename.
2. Click Actions and select Rename from the drop-down menu
   
3. Enter the new name into the Report name field and click Save.
   

Deleting your saved reports

1. On the Sales report, Inventory report, Payment report, or Tax report page, select the saved report you wish to delete.
2. Click Actions and select Delete from the drop-down menu
   
3. Confirm your action by clicking Delete report. 
   

What's next?