Overview

This article will guide you through the process of creating and managing custom reports in iVendNext.

Why Create Custom Reports?

Custom reports in iVendNext allow businesses to extract specific data points and analyze them in a way that aligns with their unique requirements. Here are some key benefits of creating custom reports:

1. Tailored Insights: Custom reports provide insights that are specifically relevant to your business, helping you make data-driven decisions.

2. Improved Efficiency: Automate the generation of reports that you need regularly, saving time and reducing manual effort.

3. Enhanced Visibility: Gain a clear view of key metrics and performance indicators, enabling better monitoring and control.

4. Flexibility: Customize reports to include the exact data fields, filters, and formats that you need.

Steps to Create a Custom Report in iVendNext

Creating a custom report in iVendNext is a straightforward process. Follow these steps to design and generate a report that meets your specific needs:

Step 1: Navigate to the Report Builder

1. Go to the Builds section in iVendNext.

2. Click on the Report Builder or Custom Report option to open the report creation interface.

Step 2: Define the Report Criteria

1. Select Data Source: Choose the data source for your report (e.g., Sales Orders, Invoices, Payment Terms).

2. Choose Fields: Select the fields you want to include in the report (e.g., Order Date, Customer Name, Total Amount).

3. Apply Filters: Define filters to narrow down the data (e.g., date range, customer group, payment status).

4. Set Sorting and Grouping: Specify how the data should be sorted and grouped (e.g., by date, by customer, by payment term).

Step 3: Design the Report Layout

1. Choose Report Type: Select the type of report (e.g., table, chart, summary).

2. Customize Layout: Arrange the fields and data in a way that makes the report easy to read and interpret.

3. Add Calculations: Include calculated fields (e.g., totals, averages) to provide additional insights.

Step 4: Save and Generate the Report

1. Save the Report: Save the report template for future use.

2. Generate the Report: Click on the Generate Report button to create the report based on the defined criteria.

Example: Creating a Payment Terms Status Report

Let’s walk through an example of creating a Payment Terms Status Report in iVendNext.

Scenario:

You want to generate a report that shows the status of payment terms for all Sales Orders, including details such as the invoice amount, payment terms, and payment status.

Steps:

1. Select Data Source: Choose Sales Orders as the data source.

2. Choose Fields: Include fields such as Order Date, Customer Name, Invoice Amount, Payment Terms, and Payment Status.

3. Apply Filters: Filter the data to include only Sales Orders with pending or partly paid payment terms.

4. Set Sorting and Grouping: Sort the data by Order Date and group it by Customer Name.

5. Design Layout: Create a table layout with columns for each field and a summary section showing the total invoice amount and payment status.

6. Save and Generate: Save the report template and generate the report.

Outcome:

The report will display a detailed list of Sales Orders with their payment terms and statuses, helping you track pending payments and manage cash flow effectively.

Common Use Cases for Custom Reports

1. Sales Performance Analysis: Track sales trends, customer behavior, and product performance.

2. Inventory Management: Monitor stock levels, reorder points, and inventory turnover.

3. Payment Tracking: Analyze payment terms, overdue invoices, and cash flow.

4. Customer Insights: Generate reports on customer purchase history, preferences, and loyalty.

5. Financial Reporting: Create detailed financial statements, including profit and loss, balance sheets, and cash flow statements.