Custom Reports

1. Creating a Custom Report

To create a custom report:

1. Go to Reports → Custom Reports
2. Click "Create New Report"
3. Select data source (Sales, Expenses, Inventory, etc.)
4. Choose fields to include
5. Set filters and conditions
6. Configure grouping and sorting
7. Save the report template

2. Selecting Fields

Choose what data to include:

• Select specific columns to display
• Add calculated fields (totals, averages, etc.)
• Include or exclude certain data types
• Customize column order

3. Applying Filters

Narrow down your data:

• Filter by date range
• Filter by customer, product, or category
• Filter by payment status
• Apply multiple filters simultaneously
• Save filter presets

4. Grouping and Sorting

Organize your data:

• Group by category, customer, date, etc.
• Sort by any column (ascending or descending)
• Add subtotals for groups
• Create hierarchical groupings

5. Saving and Sharing

Save your custom reports:

• Save report templates for reuse
• Schedule automatic report generation
• Share reports with team members
• Export to PDF or Excel