Versions Compared

Old Version 5

changes.mady.by.user Elliott Torrez

Saved on

compared with

New Version 6

changes.mady.by.user Jenn Ferreris

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Navigation

Site Menu: Reports > Trends > Custom Reports

Purpose

The Custom Reports tool allows each user to build ad hoc reporting and exports across your company for over 50 different metrics. This tool can be used to compare stores in a configurable way and save different versions of reports to view later.

Site Menu Navigation

Reports > Trends > Custom Reports

Common

UsesThis page

Report Features

The Custom Report is most commonly used for:

  • Comparing sales across different groups or periods

  • Visualizing sales data

  • Select from many metrics and apply filters to show only the data you want to display

Table of Contents

Table of Contents
maxLevel4
absoluteUrltrue
Info

For additional questions or assistance please submit a support ticket by visiting the Decision Logic Help Service Center.

How to Use This Page

Info

  • You can contact your Decision Logic Administrator to make Scope and Security adjustments to your user profile.

    • Some pages are client-specific. You can contact your Decision Logic Account Manager to assist with adding new pages

    Getting Started

    Each unique users can create custom reports that can be saved. When logged in, users can only view the custom reports they created.

    Create a New Custom Report

    1. Select

    the option at the bottom of the left column labeled ‘New Report’

    1. New Report. This will bring you to a new page.

    2. Fill out the Report Name field with a name that describes the type of report you are building.

    3. Select filters you would like to be applied to the report. Filters will narrow the results returned in the report.

      • Once a type of filter is selected, a new dropdown will appear

    to the right to make your selection. The contents of this dropdown will vary based on the filter selected

      • .

      • Users are able to add more than one filter to these reports. These are typically used to filter dates that are shown or specific sets of stores needed to be shown.

      • (star)

    When selecting a date filter, sites

      • Sites using V6 will be able to select

    dates,

      • date filters while non-V6 clients will select dates using Weeks, Periods, and Years

    Select how you would like entries on the report to be grouped using the ‘Group By’

    1. Group entries using the Group By dropdown menu. This

    will dictate

    1. dictates the order and groupings your report is shown.

    Then you will want add the metrics that

    1. Add metrics you want to see on this report. These fields can vary

    , but will generally include gross sales by department, net sales by department, total sales by department, voids, payments, discounts, and SvA labor calculations

    1. . You are able to add

    as

    1. many

    of these

    1. metrics to your report as needed.

    After making your configurations, but before saving your report, you are able to verify that the needed information is

    1. Verify the information in the report

    by

    1. using the

    ‘Preview’

    1. Preview button

    . Using this feature

    1. before Saving it. This will produce a sample of the report

    under the area where selections were made

    1. . You will see graphs and charts visualizing the data selected

    as well as a chart containing the data shown in the graphs. When you are confident that the report contains the information needed, you can press the save button.

    1. .

    2. Select Save.

    This will bring you back to the Custom Reports page. You will

    now

    see your report in the column

    on

    to the left side.

    Editing

    Edit an

    existing reportWhen looking at

    Existing Report

    1. Select an existing report

    , you are able to edit it by using the edit

    1. .

    2. Click the Edit icon in the top right corner of the screen. This will bring you to the same menu used when creating the report but contains the current configuration of the report.

    3. Make the necessary edits.

    Export a Report

    You are able to export any existing custom reports to CSV

    by selecting

    .

    1. Select the Export option in the upper right corner

    when viewing the report.

    Unable to access this page in Decision Logic?

    1. .

    Your report will download as a CSV file.

    (Don’t forget to edit Macro labels)

    Filter by label (Content by label)
    showLabelsfalse
    max8
    showSpacefalse
    cqllabel = "production_sheet" and space = "CKB"

    Frequently Asked Questions

    Info

    Unable to access this feature in the Decision Logic platform?

    • Contact your Decision Logic Administrator to make Scope and Security adjustments to your user profile, and/or add new features.

    • Some pages are client-specific.