Reports Guide

In the Reports section, you can create a new report or view saved ones.

 

Start a New Report

Go to Reports > New Report (top right corner).

General Information

Fill in the basic details:

  • Report name – Name your report.

  • Description – Optional, for your own or others' understanding.

  • Base data set – Select a data set that fits the purpose of the report.

Select Fields

The available fields depend on the base data set you selected.

  • Choose the fields you want to include.
    Example: To include order descriptions, select "description" under "order".

Arrange Fields

  • Use drag and drop to arrange the field order.

  • The order determines how fields appear in the final report.

  • Scroll down to preview how the report will look.

Apply Filters (Optional)

To narrow down your report:

  • Set a condition like:
    Account number – Equals – 123456

  • Click Add Condition to add more filters.

  • Use Filter logic to control how conditions combine:
    Example: 1 AND (2 OR 3)

    • Valid operators: AND, OR, NOT

    • If left empty, AND is used by default

  • Click Use condition(s) when you're done.

Save the Report

Click Save (top right corner) to store the report.

Report Owner

  • The user who creates the report becomes its owner.

  • You can display ownership info using Configure Columns in the report menu.

  • If a report has no owner, the first person to edit and save it will become the owner.

Clone a Report

You can create a clone of an existing report within the same legal entity.

How to Clone a Report

In the report table, click the Clone Report icon on the report row.

You will be prompted to enter a new report name.

A new report is then created within the same legal entity.

The cloned report includes:

  • The same dataset

  • All selected columns

  • All filters and conditions

The original report remains unchanged.

After creation, the cloned report behaves independently from the original.

Download Report Template

You can download a report configuration as a template.

How to Download a Template

In the report table, click the Download report template icon on the report row.

A JSON file will be downloaded to your computer.

What the Template Contains

The template includes configuration metadata such as:

  • Dataset configuration

  • All selected columns

  • All filters and conditions

  • Custom fields (if used)

The file does not include any report data records.

The JSON structure is standardized so it can be used for importing reports.

Import Report Template

You can create a report by importing a previously downloaded template.

How to Import a Template

  1. Click Actions in the top right corner of the report table.

  2. Select Import report template.

  3. Upload the JSON file.

  4. Enter a report name.

A new report will then be created based on the uploaded configuration.

Important Information About Custom Fields

When importing a report template, the system checks whether the custom fields in the template exist in the legal entity where the template is being imported.

  • Custom fields that do not exist or do not match in the legal entity will be excluded from the imported report.

  • If any of these custom fields were used in filters or conditions, the entire filtering and condition logic will be removed from the report.

  • If the custom fields were only used as report columns and not in filters or conditions, they will simply be removed from the report columns while the rest of the report remains unchanged.

If all custom fields match exactly in the legal entity where the template is imported, the report will be created exactly as defined in the template, including all columns, filters, and conditions.