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Create your own report

The standard reports are created automatically by the system and include all data from the registrations.

If you need to create your own report – for example, for an external partner who does not need all the data – you can create a customised report that can be sent directly.

An example could be a report on food orders to be sent to the kitchen – or simply a customised report that does not contain unnecessary data.

The standard reports are used as a starting point for your own report

 

How to create your own report

  1. Click on the report you want to use as a starting point for your own report
  2. Then click the Copy button
  3. Name the report and click OK
  4. Then click the Columns link in the report overview
  5. The report's columns will then be displayed, and you can now hide and rename columns, as well as change their order

 

Hide column in report

  1. Tick the column or columns you want to hide
  2. Then mass actions will appear, and you must click the Hide column button
  3. Confirm that you want to hide the column by clicking OK

Note. If you want to add a hidden column, click the Add column button in the top right corner.

 

 

Rename column in your own report

  1. Click on the column you want to rename
  2. Then click the Column details link
  3. Enter the desired column name and go back

 

 

Change the order of columns in your own report

  1. Click the sort icon, which is at the top right above the list
  2. Then you can change the order of the columns by drag and drop
  3. Click the sort icon again to save once you have made your changes

 

 


 

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