Intro to Report Builder
Written by Matt Panton
Updated over a week ago

The SMRT report builder lets you create custom reports using a variety of variables.

There are 4 steps to building a report.

1. Select Filters to define the report's parameters. Filter attributes are variables like date specifications (Today, Yesterday, Last Month, etc) or Customer/Order/Item specifications (Agency, Status, Paid Status, etc).

2. Select the KPI value. The KPI value is either the total Order count or the Piece count of the report, or the Sum of the price of all orders in the report.

3. Select Columns of the report. Choose which data points (Sale ID, Customer, Order Price, etc) you'd like your report to list.

4. Name Report. This name will display in your report list and the KPI Screen.

The best way to learn to use the report builder is to actually build a report. So we've created a guide for how to build a Picked Up Not Paid Report (PNP). This report will list all orders that have been returned to the customer but have not been paid for.

Building the Picked Up Not Paid Report:

Step 1 Order Attributes:

For this report, we want to see all orders that are with the customer and not paid. So for the first attribute select Status, and then select Returned from the list and then click Add. To add another attribute click the +. To make sure the report only shows orders that are not paid, select the Is Paid attribute and No from the drop-down and click Add.

Step 2 KPI:

To get the total number of orders that are Picked Up and Not Paid, leave the KPI selector set to Count.

To get the total value of the PNP orders set the KPI selector to Sum and then choose Total from the Sum options.


Step 3 Columns:

ID, Customer, Agent, and Total are relevant data points to the PNP report. As you select these columns from the list the report will update instantly.

Step 4 Name & Save:

Enter a name for your report and click Create.

Once you've created the report you'll need to add it to your KPI Screen. Go back to the POS and open the Employee Module. Select yourself, then open the Admin tab. Select the Picked Up Not Paid from the list of KPIs.

Reload the system and click on the KPI Screen Module.

You'll now see the Picked Up Not Paid report in you KPI Screen.

You probably want other employees to see the report so go back into the employee module and add it to all relevant employees.

The report builder can be somewhat of a challenge at first, but once you've built your first report and seen it in action it gets easier. We suggest playing with it to see what you can build. Some good starting ones are: Overdue Orders, Orders Promised Today, Undetailed Orders, and Late Pickups 30+ days.

If you have any questions or need any help send us a support ticket!

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