Create a Custom Report
How to create custom reports within Shopflow.
Step 1: Click Admin> Reports> Admin Search
This will bring you to the custom reports page.
Step 2: Create a custom report
Filter report by using the left panel:
- Customers: Search specific customers, all customers, companies or non-companies
- Tasks, Parts, and Packages: Filter at category, job and task level and status and assigned employee.
- Instruments: Filter by brand, model, serial and reference number.
- Work Order: filter by which employee created, status, work order ID, and dates assigned to the work order.
- Assigned: Limit work orders to only those on any bench and by open work orders without any priorities.
Step 3: Choose data to fetch
Select as many desired metrics as you wish using the right panel.
Step 4: Generate report
Scroll to the bottom of the left panel and click the green search button.