Reports: Custom Reports

** Note: Requires Superuser status to access

Custom reports allow you to compose reports with columns of your own choosing from data and fields which relate to transactions. Global reports are available via Company Settings.

Global reports return data from all events

  • Event Groups can be be included or excluded

Report column builder

  • Select fields from the different contexts like "Transaction" or "Invoice Details"
  • Change the column name by clicking and editing
  • Change the column order by dragging the field order

    • Levels of detail

    The number of rows representing the transaction depend on which columns have been added and how much detail the column represents.

    e.g. If you only have the [TX] Total - this is the total for the transaction and can be expressed in 1 row for each transaction. If you add the [PD] Product Type column and a transaction has multiple product types in it - you will get 1 row for each product type.

    Detail comes from the [PD] Product columns.

    In order of increasing detail:

    [TX] Transaction ID Root - this will 'collapse' any modifications made to the transaction which generate transaction IDs with suffixes like TX001A, TX001B, TX001C and only 1 row will be generated with TX001 (without the suffix)

    [C] Common information, [P] Personal Information, [I] Invoice Information -  these are all basic information types and generate 1 row per transaction

    [TX] Transaction ID - this will generate a row for each (significant) modification the transaction goes through

    [CST] Custom - the scope of the custom field determines the level of detail. For Product item scopes there will be 1 row per product item whereas for Global fields there will be 1 row per transaction. See the article on Custom fields for more info

    [PD] Products - the most detail can be generated by including product item instance info which is the 'Item Code' - this is unique for every item selected by a customer. Product Item and Product Type generate detail according to which products are included in the transaction.

    Report viewer

    • Once created, reports can be immediately viewed with a specified data range
    • The current view can be exported to Excel
    • Create Scheduled Exports to export the report at a frequency of your choosing (e.g. daily, weekly) with a configurable data range

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