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Advanced Reporting: Filtering, Customizing, and Saving Report Views

Learn how to apply advanced filters, customize report layouts, and save your views for quick access in the future.

This guide walks you through the advanced features available on the Reporting page. Mastering these tools will allow you to quickly pull the exact data you need, from broad sales overviews to the performance of a single item.

How to Apply Basic Report Filters

Before diving into the data table, you can narrow your results using the basic filters at the top of the report page.

  • Date Range: Select a preset range (like Month to date) or choose a custom start and end date.

  • Dropdown Filters: Use the dropdown menus to filter by specific criteria, such as Department or Sub-Department.

  • Toggles: Use the toggle switches to include or exclude specific data.

✏️ Note: A critically important toggle is Unsold items. If this is disabled, any products with zero sales in the selected period will be excluded from the report. If you need to see items with no sales history, ensure this toggle is enabled.

How to Filter by Underlying Report Data

For more granular filtering, like searching for a specific brand or barcode, you need to access the report's underlying data. This process gives you full control over the information included in your report.

  1. Hover over the data table to make the control icons appear in the top right corner of the table.

  2. Click the Maximize element icon (it looks like a square with arrows pointing outwards). This will expand the view to show every single data point that feeds into the report.

  3. Select a column to filter. For example, to find a specific brand, click the header of the Product Name column.

  4. Click the Filter option that appears.

  5. Enter your search term in the search bar (e.g., "Barebells") and select all the items you want to include in your report.

  6. Click out of the filter menu to apply it. The table will now only show data for the items you selected.

  7. Click the Minimize element icon to return to the summarized report view. Your table will now be filtered based on your selections.

How to Customize and Save a Reporting View

Once you have your filters and settings configured, you can save the layout as a custom view. This saves you from having to reapply the same filters every time you need a specific report.

  1. Choose your desired date range and apply any filters.

  2. Tap Saved Views in the top right corner of the report.

  3. Enter a title under Name of new view & tap Save.

✏️ Note: Saved views are usable by all Back Office users within the same store.

How to Manage Your Saved Views

You can easily switch between, set defaults for, or delete your saved views at any time.

Set a New Default Favorite for a Report

Set a "favorite" view to have it load automatically whenever you open that report.

  1. Tap Saved Views in the top right corner of the report.

  2. Tap the ☆ icon next to the desired view to set it as the new default.

✏️ Note: Default favorites are unique to each Back Office user login.

Switch Between Different Saved Views

  1. Tap Saved Views in the top right corner of the report.

  2. Tap on a Saved View from the list of options.

⚠️ Caution: Any changes made to a report will be lost when switching to a different saved view without saving first.

Delete a Saved View

  1. Tap Saved Views in the top right corner of the report.

  2. Click the 🗑️ icon next to the view you wish to delete.

  3. Tap Delete on the pop-up window to confirm the choice.

🚨 Warning: Deleted views will be lost for all store users and cannot be recovered.