This article will walk you through creating a custom report using the Run Sheet. This functionality is only available on the new UI.
Creating The Report
First you will need to create your custom report. Navigate to the Reports link found on the left hand nav of the app under the Configuration section.
You will reach the reports overview screen as shown below:
Select Add Report.
Enter in a unique Report Name.
In the Select Fields area add in the parameters you want the report to use.
For this example the report has been named, 'My Test Report', and the report will use the following parameters: Order, Customer Name, Customer Email, Customer Phone, Start and Finish Dates, the Product and Variants, and the Notes.
You will now return to the reports overview screen, and will see your custom report.
You now have the following options:
- Click Add Report to add an additional report
- Select the turquoise colored icon with the pencil to edit the report
- Select the red colored icon with the trash can to delete the report
Generating The Report
Navigate to the Run Sheet link found on the left hand navigation of the app under the Reports section.
You will reach the below screen where you can enter in the report filter parameters.
For this example the report is being generated to display all booking items that have been created from September 1, 2017 to January 1, 2018.
To accomplish this only dates were selected in the Date field. All other fields were left with the default text.
The report results will now be displayed below the filter area. In the below image the report would display all 30 items that were found during the specified date range.
Since no report was specified prior to executing the search the report is generated with the default fields.
Don't worry, there is no need to perform an additional search to change the report layout!
Select the Report drop-down as indicated in red below.
Select your custom report from the drop-down list.
The page will refresh in order to update the report layout.
Below you will see that the report fields have now changed to match the configuration of the custom report.
Export The Report
There are 2 options available to export your report: Excel, or PDF format. Additionally you have the option to send Reminders to all customers listed in the report.
The Excel drop-down will provide 2 options: Classic Version, or Based on Report.
Classic Version will create an Excel document that contains every possible field.
Based on Report will create an Excel document that contains the specific fields you are currently viewing.
The PDF drop-down will provide 2 options: Landscape orientation, and Portrait orientation.
Landscape orientation will generate a wide version of the report using the specific fields you are currently viewing.
Portrait orientation will generate a vertical version of the report using the specific fields you are currently viewing.