My Reports
Custom Reports are available in OrderPort in Admin > Reports > My Reports.
Once My Reports loads you can select from some preset templates or create your own custom report template:
1. Select New Report
2. Select Sales Master
3. Click Report Parameters. This is where you select the columns that you want to see in your report. In this example we are setting up a custom report to show sales by product.
4. The above report will create a single Workbook with a worksheet for each product. If you want a single report on a single product then select the Products field to select a single product and then run the report.
5. Make sure to Save the Template.
6. Each time you run the report select the date range and you can also change any of the parameters in the report.
7. View online or download it for use in Excel.