✔ Click on 'Create report'. You can find this button on 'Pre-Created Reports' and 'My Reports'.
✔ Select the Report Type and name your report. Add Report Description if required.
Select the fields you want to add to your report using the Field Selector tab.
Click on the button to access other field editing options.
Group by: You can group them according to Value(none), Row, and Column.
Aggregate type: You can add a calculating function to the numerical field. The 'Sum' aggregate '∑' is set by default on all numerical fields.
Sum - Gives you a summation of all the records in the field.
Count - Gives you a count of all the records in the field.
Count Unique - Gives you a count of all the unique records in the field.
Min - Gives you the minimum value among the records in the field.
Max - Gives you the maximum value among the records in the field.
Average - Give you the average value among the records in the field.
Date Format: You can change the date format for date fields as shown below.
For example, let's consider the 'Order Date' field from a 'Year to Date Sales Report'.
This field is normally formatted by Date. But we can change the format by clicking on and then click on . Select the desired format for the field. That's it.
In the video below, we have formatted the field by Month.
Remove: Click on the ✖ to remove the selected field from the report.
You can re-arrange the report fields based on your requirement.
Select your desired date range using the Date Selector tab. We have several preset date ranges to choose from OR select your own Start and End Date as per your requirement.
Finally, Save the report by clicking on the button (at the top). Once saved, you can access your report anytime from 'My Reports' tab.
You can export/download a report, without scheduling it.
Click on the button and select the output format. You can choose between Excel, CSV and PDF formats. The report file gets downloaded automatically into your designated downloads folder.