Edit and filter your Style Custom Report

 

You can edit end filter your Custom Report.

You can change which columns you want in your Custom Report.

You can reorder the columns and you can add a filter and sort to your columns.

TABLE OF CONTENTS

• ADD COLUMNS
• FILTER YOUR DATA
• REORDER THE COLUMNS - SET FREEZE PANE
• Copy a Style Custom Report
• Share a Style Custom Report with your colleagues

ADD COLUMNS

After you have created a Custom Report you only have the absolutely basic data - but most likely you will want to have more data - now you need to add extra columns to your Custom Report.

On the right side, you will find the Column picker - click on it to expand - here you will find all available columns you can add to your Custom Report:

The available columns are divided into sections:

• Style Data
• Custom Fields
• Prices (you will need the price role to be able to see these)
• Facilities
• Sample Requests

Now you build the report you need - with the columns you need.

FILTER YOUR DATA

For most columns in your Custom Report, you can apply a filter.

There are different types of filters depending on what kind of column it is.

We will not go into detail with all of them. The best you can do is try it out and find the filter type that works the best for you.

Filter between given names or numbers (used on Style name or Style Number):

Simple filter - type part of a name or the entire name:

Filter on numeric columns - such as Prices or Numeric Custom Fields:

REORDER THE COLUMNS - SET FREEZE PANE

In the Custom Report you can:

• Set your Freeze pane by using the "Pin Column" option

• Move a column to a new position - simply drag and drop a column into the new position

• Resize a column

COPY A CUSTOM REPORT

You can also create a new Custom Report by taking a copy of one of your old ones.

Mouseover on the saved favorite you want to take a copy of.

Click on the tiny "Copy" icon.

Now you get the data set pop-up and you can give the copy a new name or change your data set.

In case you have added any extra columns these will also be in the copy you make.

Extra features:

You also get to set how many decimals you want on any Price fields you might have in your Style Custom Report.

SHARE A CUSTOM REPORT

Once you have created your perfect Custom Report - you might want to share it with some of your colleagues.

 

This is possible with the Share functionality.

 

For each of your saved Favorites, you can share them. But only with your colleagues. It is not possible for you to share them with your Suppliers.

 

The same goes for Suppliers - you can only share with your colleagues and not with your clients.

 

You simply select the Favorite that you want to share.

 

Then you click on the "Share Report" button

This will give you a pop-up where you can select who you want to share with.

 

Here you simply select the colleagues you want and click on "Share"

RECEIVING A SHARED REPORT

The colleagues you shared with the new report will show up in their list of favorites.

 

For the receiver of a shared Custom Report, it is just like any other favorite.

They can edit it.

Or delete it if it is of no use for them.

 

It is important to remember that whatever changes the Receiver is making has no influence on the original Favorite.

Next step: Update Data in your Custom Report