Learn how to apply advanced filters and customize report layouts on the Reporting page.
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.
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.- Hover over the data table to make the control icons appear in the top right corner of the table.
- 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.
- Select a column to filter. For example, to find a specific brand, click the header of the Product Name column.
- Click the Filter option that appears.
- Enter your search term in the search bar (e.g., “Barebells”) and select all the items you want to include in your report.
- Click out of the filter menu to apply it. The table will now only show data for the items you selected.
- Click the Minimize element icon to return to the summarized report view. Your table will now be filtered based on your selections.