TABLE OF CONTENTS


Overview

This guide explains how to make customized columns for a report in Core step by step, including selecting custom columns and generating the report.


Step 1: Navigate to the Reports Module

  • Go to the Reports module in Core.



Step 2: Select a Customer

  • Click on a Customer.



Custom Columns will not impact the following Reports: 
 • Sales Breakdown
 • Daily Sales Summary by Sources
 • Sales By Staff
 • Payment Summary 
 • Payment Breakdown 
 • Mailing List 
 • Reward Program Summary


Step 3: Access the Columns Filter

  • Navigate to the Columns Filter.
  • Select the Custom option from the Drop-down menu under the Columns label.


 


Step 4: Choose Customized Column Names

  • Choose the desired Customized Column Names from the drop-down menu next to the Columns field to be included in the Report.



Step 5: Generate and View Reports

  • Click on Generate & View Reports



Reports being generated using Customized Columns cannot be downloaded in PDF format.