Hi - Currently we do not have the option to save the custom report.
Are the default pre-built reports not useful? What is the custom report that you have created? Could you please share the details.
actually, i added a few more orders and it doesnt work as i want it to.
i just want one line for each product showing the price, number ordered and the total cost.
Neartail Reports will show the order line items data so that you can easily create aggregate reports to view sales, order quantity by product, customer, category etc.
If you would like to view the total sales, orders or quantity by product, you can use pre-built Sales by Product report. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, select Weekly or Monthly, click on the Open link for the Sales by Product report > Sales trend report will be displayed > click on the Table icon in the bottom right corner to view the aggregate report in the tabular format > This will display the total sales, order quantity by product. You can click on the Print option in the bottom right corner to print this report or save as PDF.
Please see screenshots below for you reference. If this is not the report you are looking for, can we have a Zoom call so that I can understand your requirements better?
Since you have only one product in the form, the pre-built reports such as sales by product are not available. The reports will be automatically enabled only for forms with 3+ products. Instead of adding a single product with 6 variants, you can add it as 6 products sold by quantity.
Neartail templates
https://neartail.com/order-forms/miscellaneous.html
Comments (13)
Mar 5, 2024
Hi - Currently we do not have the option to save the custom report. Are the default pre-built reports not useful? What is the custom report that you have created? Could you please share the details.
Mar 5, 2024
it is by product
Mar 5, 2024
Mar 5, 2024
actually, i added a few more orders and it doesnt work as i want it to. i just want one line for each product showing the price, number ordered and the total cost.
Mar 6, 2024
We bought this it to save us time so without the right reports, it doesnt really work for us.
Mar 6, 2024
Neartail Reports will show the order line items data so that you can easily create aggregate reports to view sales, order quantity by product, customer, category etc. If you would like to view the total sales, orders or quantity by product, you can use pre-built Sales by Product report. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, select Weekly or Monthly, click on the Open link for the Sales by Product report > Sales trend report will be displayed > click on the Table icon in the bottom right corner to view the aggregate report in the tabular format > This will display the total sales, order quantity by product. You can click on the Print option in the bottom right corner to print this report or save as PDF. Please see screenshots below for you reference. If this is not the report you are looking for, can we have a Zoom call so that I can understand your requirements better?
Mar 6, 2024
Sales by Product - Table view
Mar 6, 2024
Sales by Product - Print / PDF report
Mar 6, 2024
Mar 6, 2024
for some reason on this form I only have these options. Did i use the wrong template?
Mar 6, 2024
Thanks for the screenshot. I'll check your form set up and update you. Please give me some time.
Mar 6, 2024
thanks.
Mar 6, 2024
Since you have only one product in the form, the pre-built reports such as sales by product are not available. The reports will be automatically enabled only for forms with 3+ products. Instead of adding a single product with 6 variants, you can add it as 6 products sold by quantity. Neartail templates https://neartail.com/order-forms/miscellaneous.html
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