Setting up custom reports
Create reports tailored to your specific needs.
Custom Report Builder
Build reports with:
Custom date ranges
Specific metrics
Filtered data
Multiple data sources
Creating a Custom Report
1. Go to Reports > Custom Reports
2. Click "Create New Report"
3. Select data sources
4. Choose metrics to include
5. Apply filters
6. Set date range
7. Save report
Report Templates
Use pre-built templates:
Sales by category
Staff performance
Inventory turnover
Customer analysis
Scheduling Reports
Automate report generation:
Set frequency
Choose recipients
Select format
Save schedule
Sharing Reports
Share with your team:
Email reports
Export and share
Dashboard access
Permission controls
Best Practices
Start with templates
Customize gradually
Test before scheduling
Review regularly