Custom reports

Overview

A custom report is a report the O2M team builds into the product for your company when the standard list does not cover your need.

Reports built on request

If the report you need is not in the list, the O2M team can build it into the product for your company. A custom report is built at code level, on the same records as every other report, so its numbers match your orders, stock and accounts.

• Appears in the Reports hub like any other report.
• Gets the standard period, filters, headline numbers and CSV download.
• Can be added to subscriptions and pinned.
• Follows your roles: only people with the right permission can open it.

Contact your O2M account manager with the columns, filters and totals you need. Custom reports are quoted separately.