Build a custom report

When a standard report doesn’t show quite what you need, build a custom one. You choose the record type, the columns, and how the rows are filtered and grouped.

Build the report

1. Go to Reports and click New report.
2. Choose the data source — for example items, sales orders, or work orders.
3. Add the columns you want to see. Drag to reorder them.
4. Add filters to limit the rows (status, location, date range, supplier, and so on).
5. Optionally set grouping to subtotal rows by a field such as location or category.
6. Run the report to preview the result.

Refine the result

• Sort by clicking any column header.
• Adjust filters and re-run until the rows are right.
• Add or remove columns as needed — the totals update automatically.

Start from a standard report that’s close to what you want, then add or remove columns. It’s faster than building from scratch.

Keep it for later

Once the report shows what you need, save it as a saved view so the columns and filters are remembered. From there you can also export the data to a spreadsheet.