Video Walkthrough: Building a Custom Sales Order Report
Watch this short video to see the report builder in action, from selecting columns to applying specific filters.
Step 1: Access the Report Builder
To open the report builder:
Navigate to Reports: From the main sidebar on the left, click on Reports.
Select Report Type: Click on Sales order report. This will launch the report builder in Edit mode.
Step 2: Customize Your Columns
In edit mode, you will see all available columns associated with sales orders. Customize the view to show only the data points required for this report.
Open Table Settings: Locate the Table settings icon to add or remove columns.
Select Essential Data: select the columns you wish to include in your personalized report
Step 3: Apply Filters
Filters allow you to drill down into specific subsets of data. Since we want to see only successfully completed transactions, we will filter by both payment and fulfillment status. Filtering by payment and fulfillment status ensures your report reflects revenue that has both cleared and shipped.
Locate the Filter Panel: Available filters are found on the right-hand side of the screen.
Step 4: Rename and Save
Once your data is filtered and organized, you should save the report for quick access in the future.
Rename the Report: Use a clear, descriptive name (e.g., “Fulfilled Orders”) so your team can quickly identify it later.
Save to Dashboard: Click Save.
Your custom report now appears in the Reports dashboard, ready for one-click access whenever you need updated sales visibility.