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Using and Modifying Reports

Last updated 19/07/2019

This article explains how to use the reports modules.

Using Reports


It's likely that the default report setup won't give you the exact information you are looking for. Because the reports are pivot tables, you can easily rearrange the data to refine the report to your needs.

To move a field within a report:

  1. Click on the field and drag it to an area within the report.
  2. When a white arrow appears you can drop the field into the report.
    If the white arrow is not visible the field will return to its original location.
    Moving fields in Cin7

Feel free to experiment with how the position of the fields affects the reports. Sometimes it is easier to move all fields out of the report and rebuild the report field by field. Sometimes if a field has a lot of data, the report will take a long time to load; if you get stuck or tired of waiting, just refresh the page.

Configuring Data


You may want to reduce or reorder the amount of data on display at any time, and to do this you can search, filter and sort fields in the report.

Search

Each report contains search functions to refine the data represented in the table below it. Each report has a slightly different search criteria, dependent on the data the report is presenting.

The search criteria can be found at the top of the report.

Filter

Filtering allows you to remove certain values, or select only specific values to report on.

To filter a field:

  1. Click on the white arrow to the right of a field.
    A dropdown will appear showing all possible values available.
  2. Uncheck Show All and then recheck the specific values you would like to show,
    - or -
    Uncheck values you would like to exclude from the report.
  3. Click OK to apply the changes.

You can filter any field in the report, including those fields currently parked at the top of the table.

Sort

Sorting a row or column will change the order of your report. For instance you may want to show your customers in alphabetical order. To do this:

  1. Click on the small white arrow of a row or column field, then this will sort by alphabetical or numerical, depending on field type. Clicking again will reverse the order.

You can also sort the results within the table. To do this:

  1. Right click on header of a results column.
  2. Select the sort option that corresponds with what you are trying to achieve.

This will sort the data within your report with repspect to the rows that appear.

Configuring the Reports


At the top of the report there are a number of links with the following funcitons:

Back to Dashboard Menu

Takes you back to the menu without saving any changes.

Refresh/Recaluclate Data

Click this option if you wish to incorporate any recent transactions into the report without having to refresh the page (and losing your changes).

Default Tabs Selected

This option only appears for those with Professional and Enterprise accounts.

Once you have arranged the report to your liking, you can save the tab arrangement. To do this:

  1. Hover over Default Tabs Selected.
  2. Enter a description in the Save Current Tabs for Quick Access.
  3. Click Add.
    This Tab Arrangement will now appear in this dropdown so you can quickly reload it the next time you visit this account.

Rename Report

This option only appears for those with Professional and Enterprise accounts.

If you want to give the report a more memorable name, you can rename it using this option.

Remove Report From Dashboard

This option removes the report from the dashboard, and puts the report back into the Reports Download Library.

Only Professional and Enterprise accounts have access to the download library. If you have a Starter or Business account, if you remove a report you may not be able to retrieve it without the assistance of the support team.

Exporting the data


There are a number of export options for reports.

Export

Choose from the dropdown to export in a number of different formats:

  • Excel Data Format - .xls format that is easier for manipulating data in Excel
  • Excel Presentation Format - .xls format that is formatted for presentation purposes
  • PDF
  • MHT
  • RTF
  • Text - a .txt document
  • HTML
  • CSV

Print Headers on Every Page

When your data extends over more than one page, this option will print new headers on each page.

Print Filter Headers

Prints the parked fields along the top of the pivot table.

Print Column Headers

Prints the column headers to the left of the page.

Print Row Headers

Selected by default. Prints the row headers to the left of the page.

Print Data Headers

This prints the calculated fields, top left of the report.

FAQs

Can I add custom pivots to reports?

You will need to contact our support team to assist with adding custom pivots to reports. Please note that it may incur additional charges for this type of request.