Quick reports in the Desk

Quick reports in the Desk

Every list in the Desk has a Report view: a table you can filter, group, total and export. It is the fastest way to answer a one-off question.

To build a report

1. Open the list, for example /app/order.
2. Switch the view to Report (the view switcher at the top left of the list, next to the list name).
3. Add filters, for example Ordered At is within last month, Status = paid.
4. Click Group By and pick a field, for example Source. Each group shows a count.
5. Use Pick Columns in the settings menu to add the numbers you want, such as Total and Refunded Total. The totals row sums them.
6. Click Save As to keep the report under a name. Saved reports appear in the sidebar of the list.

To export, open the menu (⋯) and choose Export. You need the export permission: System Managers and Sales Managers have it, see Roles.

Questions to start with