Reporting¶

The Reporting app lets you build your own reports from your data, visualize them as tables or charts, and group them together on dashboards. Unlike the fixed Financial summary, you decide exactly what to measure, how to group it, and how it looks.

Navigate to Reporting to get started. The page has two tabs: Reports (your saved reports) and Dashboards.

Building a report¶

From the Reports tab, click New report to open the report builder. The builder shows your settings on the left and a live preview on the right that updates as you make changes.

To define a report you choose:

Data source: the type of data the report is based on (see Data sources).
Group by: the dimensions used to group your data into rows, such as category, month, seller, or status. You can combine several.
Metrics: the values that are calculated for each group, such as a count, a total, or an average.
Visualization: how the result is displayed (see Visualizations).
Sort by and Row limit: order the results by any metric and cap how many rows are shown.
Filters: narrow the data down before it is grouped. Available filters depend on the data source (period, status, seller, sales channel, category, brand, price range, and more).

Give the report a Report name and an optional Description, then click Save report.

Data sources¶

A report is always based on one data source:

Products: your product catalog (count, sell price, cost price, stock value, stock levels, and more), grouped by category, brand, collection, supplier, status, or currency.
Stock by storage: stock quantities and value per storage location.
Sales: every sold item, so you can break revenue down by product, category, brand or collection, with metrics such as items sold, quantity, total (incl. and excl. tax), average item value, tax, cost, and profit.
Repairs, Creations: orders of that single type, with order-level metrics such as number of orders, total including tax, average order value, tax, outstanding amount, cost, and profit.
Sales, repairs & creations: sales, repairs and creations together at the order level, with an extra Order type dimension and filter.
Transactions: every payment in and out, grouped by month, payment method, financial account, category, contact or status, with the number of transactions and the total or average amount.

Note

Cost and profit metrics only appear for users who are allowed to see costs and profits.

Visualizations¶

The same report can be shown in different ways:

Table: rows and columns with per-column totals.
Bar chart and Line chart: compare a metric across your groups.
Pie chart and Doughnut chart: show how a metric is split between groups.
KPI cards: highlight one or more headline numbers.

Viewing and exporting a report¶

Opening a saved report shows the visualization together with its data. From here you can:

Edit or Delete the report (only the owner or an administrator can do this).
Export the underlying data as CSV or Excel. Exporting requires the Export data permission.

Dashboards¶

Dashboards let you place several saved reports side by side on a single page.

Open the Dashboards tab and create a new dashboard with a name and optional description.
Click Add report, pick one of your saved reports and choose how wide it should be (from a quarter of the page up to full width).
Drag the widgets by their handle to reorder them, change a widget’s width at any time, or remove a widget you no longer need.

Like reports, a dashboard can be shared with your team.

Permissions¶

Access to the Reporting app requires the View graphs permission. Without it the menu item is locked. If you can’t see Reporting, ask your administrator to grant this permission.