Last updated 19/07/2019
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:
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.
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.
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.
Filtering allows you to remove certain values, or select only specific values to report on.
To filter a field:
You can filter any field in the report, including those fields currently parked at the top of the table.
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:
You can also sort the results within the table. To do this:
This will sort the data within your report with repspect to the rows that appear.
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.
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
Once you have arranged the report to your liking, you can save the tab arrangement. To do this:
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.
There are a number of export options for reports.
Choose from the dropdown to export in a number of different formats:
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.
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.