CUSTOMIZE COLUMNS FOR A REPORT
In this tutorial, you will learn how to choose from a selection of company and custom fields to include in your report export. You can do so for the following reports: Placed Orders report, Received Orders report (if available), Transactions report, or Tasks report.
After you generate your report and have chosen which columns you'd like to include in your results, you may then view or export your results to further understand your data.
First, navigate to the Reports section:
Next, choose a Report:
Fill out the relevant fields, and click "Run Report":
Click "Customize Columns":
You may manually select or deselect any of the given column options to include in your export. You may also choose "Select All" to check all or "Deselect All" to un-check all of the options in the section at once. When done making your selections, click "Apply":
Finally, you may view your selections in the viewer by using the horizontal scroll bar, or you may Export your results to .CSV by clicking the appropriate button. Depending on how many results are returned, your download may take a few seconds to download:
If exported to .CSV, your file will be downloaded to your computer based on your browser's preferences.
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