Custom Reports allow you to build personalized reports to view the data that's most relevant to your business.
The number of Custom Reports you can create varies by plan. Here's a quick rundown of how many Custom Reports are allowed for each plan:
Standard - 3
Professional - 10
Elite - Unlimited
Enterprise - Unlimited
Creating a Custom Report
Custom Reports are found at the bottom of the reports menu on the left-hand side of the page.
To get started, just click on the Create a new report button:
By default, a Custom Report starts with Net sales and Gross profit. To add other data points to this report, simply add a new widget:
Each widget can be customized. The label, size, color, location, and integration data can all be customized and selected for that widget:
Widgets can also be dragged and dropped as needed to rearrange the report:
Once the report is saved, simply select the date range at the top to run the report!
Net Sales (number) - net amount collected after taxes, shipping, etc.
Gross Profit (number) - profit based on net sales minus COGS (Cost Of Goods Sold).
Number of Transactions (number) - the total number of sales between the report's start and end dates.
Tax Collected (number) - total amount collected from sales tax; minus any refunded taxes.
Refund Amount (number) - total monetary amount refunded to customers.
Refunded Sales Tax (number) - total amount of tax collected then refunded.
Shipping Collected (number) - total fees collected for shipping during this period.
Net Shipping Collected (number) - total fees collected for shipping minus any refunded shipping fees.
Tips Collected (number) - total tips collected on your sales.
Transaction Fees (number) - credit card fees charged by your integration. Currently, this is supported by Square only. We will add others as they enable support for that data.
Gross Profit Margin (percentage) - used as a metric for business health. (net sales - cogs) / net sales
Products Sold (table) - a list of all products sold during the report's date range period.
Discounts (number) - the total amount of discounts giving in a time period.
Purchase Order Products Received (table) - a list of all products received from purchase orders.
Internal Transfers Products Received (table) - a list of all products received from internal transfers.
Purchase Order Details (table) - a list of your purchase orders.
PO Fees (number) - the total fees on your purchase orders.
PO Freight (number)- the total freight costs on your purchase orders.
Internal Transfers Details (table) - a list of all the internal transfers.
Internal Transfers Fees (number) - the total fees on your internal transfers.
Internal Transfers Freight (number) - the total freight costs on your internal transfers.
In-Transit Purchase Orders (table) - Displays products from purchase orders that are currently in transit.
In-Transit Internal Transfers (table) - Displays products from internal transfers that are currently in transit.
Inventory Change (table) - a table of data similar to the Inventory Change Report, but with more options for customization including filtering and added columns.
Order Details (table) - a list of the completed orders from your merchant account integrations.
Refund Details (table) - a list of all the refunds that occurred in the date range with additional data.
These numbers may not match up with the "Refunded Amount" shown on the Product Sales Report. We'll attribute the refund to the date of the original transaction. This widget will show ALL refunds given during the period, regardless of original purchase date.
Transaction Details (table) - a list of the tenders that occurred. (One sale order may have been split into multiple tenders. This will break out each payment received, including payment method). We only display Cash, Credit Cards, or Gift Cards. Any other tender such as store credit, PayPal, etc, will be listed as 'Other'
Stocktake Discrepancies (table) - This will list out products updated via Stocktake where a discrepancy occurred. This will also provide dollar amounts related to the discrepancy along with product notes and reason for the stocktake.
Top Categories (table) - A table of your top-selling Categories, along with revenue figures per Category.
Top Categories (graph) - Shows a graph of the top categories sold by amount sold.
Top Product Quantity Sold (graph) - Shows the top number of sold products.
Top Products amount Sold (graph) - Shows the top number of sold products by amount sold.
Expiring Lots Details (table) - lists lots with any units remaining that are expiring.
Expiring Lots Quantity (number) - lists the total quantity expiring.
Expiring Lots Value (number) - lists the total value (cost) of quantity expiring.
Expiring Lots Potential Profit (number) - shows the total potential profit of quantity expiring.
Expiring Lots (number)- lists the total number of lots expiring.
Invoicing Payments (table) - lists the payments received for invoices created in Thrive Inventory by Shopventory.
Invoicing Refunds (table) - lists the refunds issued for invoices created in Thrive Inventory by Shopventory.
Unsold Products (table) - lists the unsold products for a given time period and how much was in stock at the end of the period.
and more widgets coming soon!
If there is one function, in particular, you'd like to see, please start a chat and let the team know!
NOTE: At this time, Custom Reports can only be deleted by the person who originally created them.
Editing a Custom Report
Each custom report widget has additional options beyond what is first shown. For example, the title of the widget itself, size, background color, text color, additional columns to enable and sort, location filters, integration filters, etc.
To access these option, simply click the Actions button, then "Edit Report" as shown here:
Then click the button highlighted in red below to edit, or blue to move around on the page:
NOTE: Depending on how the reports are configured on your page, you may need to scroll over to see the Edit option.
Downloading a Custom Report
For Custom Reports, you'll see the option to download a report as either a PDF or CSV by clicking the "Actions" button as shown here:
Still have questions? We are here to help!
Start a chat with us by clicking the chat bubble at the bottom-right of this page.