Build your report
Overview
You can change what fields and information appear in your report. This could be by adding specific fields, changing the order of fields, or filtering your results to include specific information.
Move a field in a report
Select the field and drag it to an area within the report.
When a white arrow appears you can drop the field into the report.
If the white arrow is not visible the field will return to its original location.
Experiment with how the position of the fields affects the reports. Sometimes it is easier to move all fields out of the report and rebuild the report field-by-field. Sometimes if a field has a lot of data, the report will take a longer time than expected to load.
Report content
You may want to reduce, reorder or increase the amount of data on display. This can be done at any time by simply searching, filtering or sorting fields in the Insight reports.
Search
Each Insights report contains search functions to refine the data represented in the table below it. Each report has a slightly different search criteria, depending on the data the report is presenting.
The search criteria can be found at the top of the report.
Filter
Filtering allows you to remove certain values which you consider to be not required, or select only specific values to report on. To filter a field:
Select the white arrow to the right of a field. A drop-down list will appear showing all possible values available.
Unselect Show All and then reselect the specific values you would like to display,
- or -
Unselect values you would like to exclude from the report.Select OK to apply the changes.
You can filter any field in the report, including those fields currently parked at the top of the table.
Sort
Sorting an Insights report - row or column - will change the order of your report. For instance, you may want to show your customers in alphabetical order. To do this:
Select the small white arrow of a row or column field; this will sort by alphabetical or numerical, depending on field type. Clicking again will reverse the order of the sort.
You can also sort the results within the table. To do this:
Right-click on the header of a results column.
Select the sort option that corresponds with what you are trying to achieve.
This will sort the data within your report with respect to the rows that appear.
Setup reports
At the top of the Insights report there are a number of links with the following functions:
Refresh/recalculate data
Select this option if you wish to incorporate any recent transactions into the report without having to refresh the page (and losing your changes).
Saved configurations
Once you’ve built your report, you can save its configuration.
For example, say you’ve added a column or reduced the number of rows. You can save this configuration and use it again in the future.
Your saved configurations are only available to you, not other users in your company. Only professional and enterprise subscribers can save configurations.
To save a new configuration,
select Default Tabs Selected,
under Save Current Tabs for Quick Access, enter a name for your configuration, and then
select Add.
To use a saved configuration,
select Default Tabs Selected and then
select your saved configuration.
Remove report From dashboard
This helps you remove the Insights report from the dashboard, and puts the report back into the Reports Download Library.
Only Professional and Enterprise accounts have access to the download library. If you have a Starter or Business account, if you remove a report you may not be able to retrieve it without the assistance of the support team.
Export the report
There are a variety of export options and formats available for Insights reports to be downloaded in.
Export
Choose your preferred format from the drop down and export the report.
• Excel Data Format - .xls format that is easier for manipulating data in Excel
• Excel Presentation Format - .xls format that is formatted for presentation purposes
• MHT
• RTF
• Text - a .txt document
• HTML
• CSV
Print headers on every page
When your data extends over more than one page, this option will print new headers on each page.
Print filter headers
Prints the parked fields along the top of the pivot table.
Print column headers
Prints the column headers to the left of the page.
Print row headers
Selected by default. Prints the row headers to the left of the page.
Print data headers
This prints the calculated fields, top left of the report.
FAQs
Can I add custom pivots to reports?
Yes. Contact the Cin7 Omni Support team to assist with adding custom pivots to reports. Depending on the complexity of the request, a consulting fee may be required in order to complete the requested report modification.
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