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Custom Reports (Cannabis_LRS Portal)

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Last updated 14 days ago

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.