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    • Home
    • Reporting
    • Advanced Reports

    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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    Related Articles

    • Reporting Overview
    • How do I use the User Report?
    • How do I use the Location Report?
    • What Product Line data points are available to use in Advanced Reports?
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