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How do I create an Advanced Report?

Use Advanced Reports to create a customized report based on your specific requirements.

Written by Annukka Matilainen

Updated at September 25th, 2024

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Table of Contents

Columns Conditions Aggregations Running and Exporting Reports
  • From the Navigation Sidebar, click Statistics and then Advanced Reports.



     
  • Admins and Users with the Reporting Role can create Advanced Reports for Orders, Lines and Invoices.


 


    • Orders can create a custom report with details about the Order itself. 
    • Lines can create a custom report with details about the Parts or Products used on an Order.
    • Invoices can create a custom report with details about the financial aspects of an Order. 

       
  • Use Columns, Aggregations and Conditions to specify the specific requirements for your Report.



     

Columns

Use Columns to specify the information in each column in your Report.

  • From the drop-down menu, select the information you would like listed in the first column of the Report.




     
  • Use the + button to add an additional column.




     
  • Select the information you would like listed in the new column from the drop-down menu. 




     
  • Use the Arrow buttons to change the Order of the Columns in your Report.



     
  • Repeat the steps above to add any additional Columns you may require. 

 

 

Conditions

Conditions allow you to filter the information in your Report. These could be used to specify a Date or Date Range, Device Brand, or many other options.

  • From the left drop-down menu, select the first Condition you would like to add to your Report.




     
  • From the middle drop-down menu, select the appropriate operator. 

 

  • =                      -        Equals
  • <>                    -        Does not equal
  • >                      -        Greater than
  • >=                    -        Greater than or equal to
  • <                      -         Less than
  • <=                    -         Less than or equal to
  • LIKE                -         Like  
  • NOT LIKE        -         Not Like
  • REGEXP          -         Regular Expression

     
  • Based on your specific Report, add the appropriate filtering information to the text field on the left. 




     
  • To add an additional Condition, click the +.



     
  • From the left drop-down menu, select the additional Condition.




     
  • From the middle drop-down menu, select the appropriate operator. 




     
  • Add the additional filtering information to the text field on the left.




     
  • Repeat the steps above to add any additional Conditions you may require. 

     

Aggregations

Use Aggregations to analyze further and summarize the data in your Report.  

  • Select the first Aggregation you would like to add to your Report from the left drop-down menu.




     

  • Choose how Fixably should aggregate the information:



    • SUM
    • COUNT
    • AVG
    • MIN
    • MAX

       
  • To add an additional Aggregation, click the +.




     
  • From the drop-down menu, select the other Aggregation.




     
  • Choose how Fixably should aggregate the information:



 

  • Repeat the steps above to add any other Aggregations you may require. 

     

Running and Exporting Reports

  • When all of the required Columns, Aggregations, and Conditions have been entered, click Get Report.



     
  • Fixably will display the requested information.



     
  • You can export Advanced Reports in CSV and PDF formats.



     
  • You can also Print or Copy the data to paste into another application.

 

 
advanced generate advanced reports custom reports export reports report reporting reports

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