Create Custom Sales Report

This guide provides step-by-step instructions on how to create a custom sales report using the NexWaveERP platform. By following these instructions, users can easily generate personalised sales reports that include specific columns and data fields. This guide is useful for anyone who needs to create customised sales reports for their business.

Step 1: Navigate to the Build Homepage

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Step 2: Click "Report"

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Step 3: Click "Add Report"

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Step 4: Give the Report a Name

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Step 5: Link the Report to the Data Table you want to obtain data from

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Step 6: If required you can build Filters

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Step 7: Click the "Add Total Row" field

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Step 8: Click "Save"

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Step 9: Click "Show Report"

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Step 10: Click this icon and to modify the report

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Step 11: Click "Pick Columns" to amend the columns being displayed

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Step 12: Click the "% Picked" field

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Step 13: Click to deselect the "Project" field

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Step 14: Unclick the "Company" field

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Step 15: Unclick the "Status" field

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Step 16: Click "Submit"

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Step 17: The new column layout is presented

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Step 18: You can drag and drop columns around if required

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Step 19: Click this icon for further updates

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Step 20: Click "Save As"

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Step 21: Click this text field to confirm the new report name

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Step 22: Click "Submit"

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Step 23: Click "Selling" if you wish to add the report to a Homepage

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Step 24: Click "Edit" in the Workspace area

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Step 25: Click this button in the specific area you wish to add the report

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Step 26: Click "Add Row"

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Step 27: Add the Name, Type of Report, and Specific Report Name in the row and…

Add the Name, Type of Report, and Specific Report Name in the row and then Click "Save"

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Step 28: Click "Save" within the Workspace to ensure this is updated

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Step 29: The custom report is now saved in the area and can be accessed directly

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Step 30: The Custom Report is now produced as per your configuration

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