Report Builder in 4.7
We've talked a little bit in last month's newsletter about customers, and the changes coming there. This month, we're previewing another new feature for version 4.7: The ability to build reports to try and better suit what you need to see on them. We're striving towards making this very flexible, to work for everyone, and to make it expandable to more easily add more in this area as updates continue.
Below is a sample screenshot of the report builder:
There are a lot of things going on in this screen, and we'll go over most of them, but for an example of the result generated with a fairly small database for the above is this:
The current plans at version 4.7 are for seven types of reports: Inventory, items sold, customers, invoices, special orders, vendors, and discount cards. These each have a list of columns you can show or not show, and you can customize the width of specific columns. You can also set a list of filters, and up to three fields to sort on. The fields you can include and can sort by are extensive, depending on the report, far beyond anything we have previously attempted to include owing to space.
We're going to be including a number of premade templates with all of these, but you can also save your report designs for later use, allowing you to create a report with the information you specifically need and rapidly make it.
The reports can be exported to word, pdf, and excel formats, or printed.