Custom Reports (Cannabis_LRS Portal)

PORTAL – CUSTOM REPORTS

To start, go to Setup>Custom reports>New report:

1. Please select the report type, for example “Sales Report”

• Enter the Title for the report

• Check off ‘Show for me only’ if you don’t want to share this report with other users

• Press the “Create report” button

1. Select the columns you need to see in the report from ‘Available columns’ by double-clicking on it or by using the “>” and “<” buttons.

1. When fields are selected you can use different options to configure the report:

• Setup <Sort by>

• Group By

• Sales Type

• Special Period

After all the settings are inputted press “Save report” and it will appear under Setup>Custom reports.