Customizing Reports

The first thing you can edit when looking at reports is the date range you’d like to view from; in fact, it’s the first thing it asks you when you click on a report.  

Reports, more often than not, come in columns, and you can customize these columns by clicking the settings symbol at the top. You can add and delete columns by checking the green boxes, and then clicking save. 

You can filter reports and the information they give by clicking the funnel icon at the top. For instance, if you’re looking at a parts list report, you can only show a certain Part ID.