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SimpleConsign User Guide
LoginTraining Videos
  • SimpleConsign User Guide
  • System + Hardware Requirements
  • Printer Setup
    • EDNA Installation & Printer Setup
    • EDNA Network Firewall Rules (Advanced)
  • Getting Started
    • Getting To The Login Screen
    • First Time Login
    • Back Office vs. Terminal
    • Logging In
  • Training Resources
    • Live Training
    • Pre-Record Videos
      • Cashier / Terminal Training
      • Manager / Back Office Training
  • Settings
    • Multi-Location Stores
    • Company
    • Location
    • Options
      • General
      • Printing
      • Reward Points
      • Consignment
      • Receipt
      • Fees
      • Consignor Access
      • Cashier/Terminal
      • Layaway
      • Resale
      • Payment Type
    • Overrides
    • Taxes
    • Terminals
      • Create a Terminal
      • Change a Terminal Password
      • Edit a Terminal
      • Delete a Terminal
    • Users
      • Types of Users
      • Add a User
      • Edit a User
      • Delete a User
    • Labels
    • Categories
      • Add a Category
      • Customize a Category
        • Default Category
        • Inventory Type
        • Taxes
        • Splits
        • Label Type
        • Discount Schedule
        • Do Not Discount
        • Expire Days
        • Resale Percentages
        • Display in Consignor Item Entry
        • Shipping Attributes
      • Edit a Category
      • Delete a Category
    • Colors
    • Discounts
    • Data Upload/Download
    • QuickBooks
    • Brands
    • Price Book
  • Back Office Specific Tabs
    • Dashboard Tab
      • Inventory Audit
      • Overview Tab
      • Trends Tab
      • Consignors Tab
      • Categories Tab
      • Brands Tab
    • Reports Tab
      • Custom Reports
      • Static Reports
    • User Tab
    • Vendor Tab
  • Terminal Specific Tabs
    • Admin Tab
      • Opening a Terminal
      • Closing a Terminal
      • Running the End Of Day Process
      • Adding & Withdrawing Cash
      • Checking Gift Card Balances
    • Checkout Tab
      • Adding Items to a Transaction
      • Running a Transaction
      • Adding a Customer to a Transaction
      • Ways to Discount at Checkout
      • Using Reward Points
      • Purchasing Inventory
      • Saved Transactions
      • Starting a Layaway
      • Selling a Gift Card
    • Layaway Tab
    • Returns Tab
  • Universal Tabs
    • Consignment Tab
      • Adding and Editing Consignors
      • Adding Consignor Inventory
      • Printing Consignment Labels
      • Searching Consigned Inventory
      • Editing Consigned Items
      • Accepting Consignor Payments
      • Adjusting Account Balances
      • Deleting Account Entries
      • Paying Out Consignors
      • Payout History
    • Inventory Tab
      • Adding Store Inventory
      • Editing Store Owned Inventory
      • Searching Inventory
      • Viewing Batch History
      • Editing Inventory in Bulk
      • Transferring Inventory
    • Customer Tab
    • Transaction Tab
    • Service Tab
  • Features
    • Consignor Access
      • Consignor Access Setup
      • Consignor Access FAQ
    • Consignor Contracts
    • Consignor Print App (beta)
    • Cloud Printing
      • Create A Cloud Printer
      • Removing a Host
    • Discounts
      • Automatic Discounts
      • Automatic Discount FAQs
    • Price Compare
    • SimpleACH
      • Store SimpleACH Setup
      • Consignor SimpleACH Setup
      • SimpleACH FAQ (Store Side)
    • Consignor Scheduling
  • Integrations
    • Credit Card Processing
    • Shopify
      • Qualifications for Setup
      • Best Practices
      • Field Mapping
      • Inventory Item Families
      • Photo App
      • Video Guides
      • Shopify FAQ
    • QuickBooks Online
  • Consignor Access User Guide
    • Dealer Inventory Management
    • Do Not Discount
    • Mac or PC
    • Mobile Phone
  • Glossary
    • Account Types
    • Discount Types
    • Inventory Types
    • Inventory Statuses
  • Support Pages
    • Manual Transaction Form
    • Submit a Support Ticket
    • Remote Support
    • Troubleshooting
      • Common Login Issues
      • Credit Cards Not Processing
      • Forgot Password?
      • Clearing Your Cache (Firefox)
      • Clearing Your Cache (Chrome)
      • Label Printing on Wrong Tag
      • Blank Labels
      • Multiple Printers on Same Computer Terminal
      • Low DPI Receipt Printer
      • Mac EDNA Printing
      • Windows EDNA Printing
    • Status Pages
    • Common Questions
      • Consignor Balance vs Store Credit
      • Credit Card Fee Calculation
      • Sold without Consignor
      • Sold with the Wrong Consignor
      • Store Inventory Vs Consignor Inventory
        • Restock Consignor Inventory in SC
      • Layaway FAQ
      • Checks
      • Gift Cards
    • Custom Reports
      • Sell Through Rate
      • Best Selling Item
      • Store Inventory Still In Stock
      • Display Consignor Aged Balances
      • Communicate with Consignors
      • Customer Spent Certain Dollar Amount
      • Rent Paid
      • Positive Pay
      • Every Manual Account Adjustment
      • SimpleACH: Need To Sign Up
      • Sold Without Consignor
  • HOW-TOs
  • Billing
    • Update a Payment Method
    • Change Plan Level
    • Add a Location
    • Cancel a Location
  • Release Notes
    • Release Notes - 2022
      • January 2022
      • February 2022
      • March 2022
      • April 2022
      • May 2022
      • June 2022
      • July 2022
      • September 2022
    • Release Notes - 2023
      • January 2023
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Last updated 3 years ago

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Building a custom report is as easy as 1-2-3. You simply add your fields, then your filters and then click the "Run" button.

Think of the fields as if they were column headers in Excel. The report will only show you information for the fields you add. To add a field, just select it from the dropdown window. Feel free to choose as many as you’d like.

Once you’ve finished adding your fields, you must add filters. If you don’t specify any filters, the report will not limit any information you see. For example: If you do not specify a filter on the Inventory report, it will show you all the inventory you have entered into SimpleConsign. Just like fields, you can add as many filters as you’d like.

You can save the layout of your custom report by clicking on the "Save Report" button. Then fill in the “Report Name” and “Report Description” fields. Once you save the report, you can access it by clicking on its name and then run, edit or delete it.

The above report would show you all of the inventory currently in your store. The results below would look something like this:

Click the "Print all" link to print the results of your report. Click the "Export as CSV" link to download a CSV copy of the results.

Opening CSV Files

Microsoft Excel is a popular program that can open CSV files.

  1. Back Office Specific Tabs
  2. Reports Tab

Custom Reports

PreviousReports TabNextStatic Reports