Custom Reports

Owned by Jenn Ferreris, created
Last updated: Oct 24, 2023 by Jenn Ferreris
3 min read

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

Reports > Trends > Custom Reports

Common 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

 

Users can search for a wide range of available data to dive into the data that matters most. Available data is easily labeled to identify metrics to add to the custom report(s).

Table of Contents

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

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.

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 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.

    • 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.

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

  4. Group entries using the Group By dropdown menu. This dictates the order and groupings your report is shown.

     

  5. Add Metrics you want to see on this report. These fields can vary. You are able to add many metrics to your report as needed.

  6. Verify the information in the report using the Preview button before Saving it. This will produce a sample of the report. You will see graphs and charts visualizing the data selected.

  7. Select Save.

     

This will bring you back to the Custom Reports page. You will see your report in the column to the left side.

Edit an Existing Report

  1. Select an existing report.

  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.

  1. Select Export in the upper right corner.

Your report will download as a CSV file.

 

 

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