This article provides information about how to create a custom report and add one or more filters criteria.

TABLE OF CONTENTS

• Overview
• Procedure
  • Create a Custom Report From Standard Report
  • Create a New Custom Report
• Reference Video

Overview

The All tab in the Reports screen allows an authorized user to create a custom report. A report can be customized to display the selected columns with values based on the set filter criteria. 

The custom reports can be created in following two ways:

• By saving as an standard report
• By creating a new custom report

Procedure

Create a Custom Report From Standard Report

1. On the menu bar, click Reports.
   It opens the Reports screen containing the All, Favourite, Customer/Partner, and Schedule & Subscribers tabs.
   
2. In the All tab, click on any standard report under a specific category such as Sales, Purchase, Shipment, etc.
   The selected report is opened in editable mode where the Type of Report is preselected. 
3. Under Filters, select a filter name, filter condition, and enter a value.
   
4. After adding one filter criteria, it provides the following options:
   
   • Add multiple filters
     1. Click the Plus (+) icon to add more filters.
     2. Select a Filter Name, Filter Condition, and Value. 
   • Set logical condition for each filter
     Under Filter Number, click AND to set OR condition and click again to change it back to AND.
     
5. Under Available Columns, select a column name and click Add.  
   Clicking the Add button moves the selected column under Selected Columns. Repeat the step to add the required columns.
6. Under Selected Columns, click Up or Down arrow to change the order of the selected column(s) .
7. Click Save As Custom Report.

* In case of two or more filters, click Minus (-) to delete the next filter and resets the filter criteria if there is only one filter.
* Click Remove to remove the selected column and bring it under the Available Column. 

Result

A new custom report is saved, which can be viewed under the Custom tab on the Reports screen. A custom report can be scheduled to run on a specified time from the Schedule & Subscribers tab.

Create a New Custom Report

1. On the menu bar, click Reports.
   It opens the Reports screen containing the All, Favourite, Customer/Partner, and Schedule & Subscribers tabs.
   
2. In the All tab, click on any standard report under a specific category such as Sales, Purchase, Shipment, etc.
   It opens the report in editable mode as shown below.
   In this example, the Plan Vs Actual Costing Report is selected under the Sales category on the Reports screen.
3. Select the Type of Report from the list.
4. Under Required Field, Created Date is preselected.
5. Select a date range from the list as required.
   Based on the selected date range, the next field auto fills the appropriate details.
   
6. Under Other Filters, select the following options:
   1. Select an appropriate filter option from the first list.
      The list of filter options may vary depending upon the selected Type of Report.
   2. Select the filter condition from the second list.
      The options in the second list is shown based on the selected filter.
   3. Enter the value in the third field.
      The value in the third field must be in accordance with the selected filter and condition.
   4.  Click the Plus (+) icon to add more filter and repeat the step a, b, and c.
      Click the Minus (-) icon to remove the filter.
7. Select an option from the Sort By list.
8. Select any option between Ascending and Descending.
9. Under Available Columns, select a column name and click Add.
   Clicking the Add button moves the selected column under Selected Columns. 
   Repeat the step to add more columns.
10. Under Selected Columns, click Up or Down arrow to change the order of the selected column(s).
11. Click Save As Custom Report.

Result

A new custom report is saved, which can be viewed under the specific category in the All tab in the Reports screen. A custom report can be scheduled to run on a specified time from the Schedule & Subscribers tab.

Reference Video