Report Builder Classic: Create your own Advanced reports
If you want a report that is not available out-of-the-box in Greenbits, you can create a custom report using Advanced reports.
Looking for a list of a customer's past purchases? Look up transaction history in the Back Office.
- Select a Date Interval or Choose Specific Dates.
- By: Select the information you want to appear in the rows of your report.
For example, select Hour to see information separated by time of day.
- Column: Select the information you want to appear in the columns of your report.
For example, select Account to compare sales, discounts, and returns.
- Group By (Optional): If you want information to be grouped together in your report, select how you want it grouped.
For example, you could select Employee to see individual products sold by each employee.
- Measure: Select the unit of measure you want to report on:
- Units - quantity sold of unit-based products
- Weight - total weight sold of weight-based products
- Dollars - total value of sales
- Sales - total number of transactions
- Select
. - Select Download CSV to save your report to your desktop as a csv file.
What's next?
Your county or state may require you to upload csv files to a system other than your state's traceability system. If they do, you can create an Advanced report for the information your county or state needs. If you need to change the information in your report before you upload it, follow our spreadsheet help.