In this lesson of Thrive University, we will show you how to create and use Custom Reports so you can quickly see the metrics that matter most to you. With 40 different widgets, you can customize each report to focus on specific information.
Reporting Insights: Creating & Using Custom Reports
Overview:
Thrive Metrics Suite includes:
Custom Reports allow you to create user-specific reports
Customizable widgets, additional columns to set integration and location filters, and color-coding options
Currently 40 different Custom Reports Widgets and always adding more
Data only available in Custom Report widgets
Group individual value widgets like Net Sales, Tax Collected, Tips Collected, Number of Transactions, etc. next to each other to display metrics you want to see quickly
Stocktake Discrepancies widget has additional columns like product notes, Stocktake notes, created by and approved by
We recommend creating custom reports for Purchase Orders and Internal Transfers
PO Products Received, IT Products Received
PO Details, IT Details
PO Fees, IT Fees
PO Freight, IT Freight
In-Transit Purchase Orders, In-Transit Internal Transfers
Top Categories widget shows how category sales stack up next to each other
Expiration Dates widgets:
Expiring Lots Details
Expiring Lots Quantity
Expiring Lots Value
Expiring Lots Potential Profit
Expiring Lots