How Can I Create and Export Custom Reports in OnRent Events?
Creating and exporting custom reports in OnRent Events enables users to gather and analyse important data tailored to specific needs. This guide outlines the steps for creating custom views, exporting data, and addressing common issues related to report downloads.
Overview of Custom Report Creation and Export
OnRent Events allows users to create reports by configuring custom views or using predefined reports. These can be exported in formats such as CSV or Excel for analysis in external applications like spreadsheets. Filters, attributes, and criteria help refine the reports to meet exact requirements.
Step-by-Step Guide to Creating Custom Views
Custom views are a flexible way to generate reports with the specific information you need. Follow these steps:
Access Your List: Navigate to the relevant list, such as Opportunities or Products.
Create a Custom View: - Hover over the “View” option beneath the search bar and click “Create”.
Configure the View Settings: - Attributes: Choose the columns/fields to include, e.g., revenue totals, opportunity status, or stock quantities. - Filters: Apply filters to focus on specific data, e.g., only active products or orders from a particular account. - Criteria: Add criteria to target specific ranges or conditions, such as time period or availability fields.
Save and Apply the View: Save your configuration and preview the data result onscreen.
Export the Results (Optional): From the Current View screen, export the report into the desired format.
Exporting Predefined Reports
You can also use predefined options for quick access to specific data:
Monthly Sales Report: - Open the Opportunities list and create a view with relevant filters (e.g., filter by Status: “Orders” and Account). - Apply a date range for the report timeframe. - Export the results as a CSV file.
Stock Levels Report: - Option 1: Use the Rental Asset Listing under Reports to see product-specific stock and export it if needed. - Option 2: Navigate to System Setup > Export Data > Stock Level to download all stock data from your system in CSV format.
Troubleshooting Common Issues with Report Downloads
If you encounter issues while downloading reports:
Incorrect File Type or Code Display: This may happen when downloading custom views. Verify the file type and check browser compatibility.
Missing Export Option: Some views may be set up without proper export settings. Ensure all necessary configurations are in place during the view creation process.
Key Takeaways
Always verify that attributes, filters, and criteria are correctly configured to match your reporting goals.
Use predefined reports for quick access to common datasets like available stock or monthly sales.
Address download issues by checking file types and browser compatibility.
By following these steps, you can create robust and customizable reports to suit your specific needs within OnRent Events.