Custom Sales Report Builder

Custom Sales Report Builder

Overview

Custom Report Builder in RepairDesk let you build personalized sales reports tailored to your specific business needs. You can select the type of sales report you want, choose the data columns that matter most, save your configuration as a reusable report, and adjust the overview KPIs for faster decision-making.

With this flexibility, each role such as owners, managers, and accountants can see the exact sales insights they need without switching between multiple fixed reports.

Why is it important for your business?

Custom Sales Reports help you:

  • View only the data you care about. No more fixed layouts
  • Save and reuse tailored reports to save time
  • Track Revenue, Items, Invoices, and KPIs important to your role
  • Make faster and smarter decisions with focused data

Getting Started with Custom Report Builder

  1. Go to the Reports Mega Dropdown and click on + Create Custom Report.
  2. On the Custom Report Creation screen:
    • Select what kind of report you want to create by choosing one of the three Sales Report Types:
      • Summary (It gives you accumulative data)
      • Invoices (It displays detailed transaction level data)
      • Items Breakdown (It displays product wise sales data)
    • Select the columns you want to display from data columns field.
    • Apply any filters if needed.
  3. Click Save as Custom Report.
  4. Enter a report name and select an icon for the new report in the popover, and click Save.

Once saved, your report will be applied instantly and added to the Custom Reports dropdown as well as in Reports Mega Dropdown for quick access later.

FAQs

How can I update an existing Custom Report?

If you want to make any changes (like adjusting columns, overview KPIs or filters) and want to save them:

  1. Open the saved Custom Report from the Custom Reports dropdown or from the Reports Mega Dropdown.
  2. Make your desired changes.
  3. Click Update Custom Report and save the changes.

Your report will now reflect the latest changes.


How can I delete a Custom Report?

To remove a saved Custom Report:

  1. Go to the Custom Reports dropdown in the report builder.
  2. Click the delete (trash) icon next to the report name.
  3. Confirm the action in the popover message and your report will be deleted.
Can I customize the Overview section (tiles) in the report?

You can personalize the key metrics shown at the top of your report:

  1. Click the Overview button.
  2. From the dropdown, check/uncheck tiles you want/do not want to display.
  3. Drag and drop tiles to reorder them on the page.

If you uncheck any tiles, they will be hidden from view instantly.


How can I view invoice-level details for each amount?

When viewing the report, you can click on any amount shown in the table (for example: Repairs Value, Product Value, etc.).

Once clicked:

  • A drawer will slide in from the right side
  • The drawer will show a list of all invoices linked to that amount
  • You can view details like invoice ID, Created Date & Time, Customer Name, Paid Amount, Profit, Due Amount, and more

This helps you quickly understand which transactions contributed to the total shown in the report.


Can I track who created, updated, or deleted Custom Reports?

Yes, every action is automatically logged in the Employee Activity Log for better visibility and control.

You can filter these logs by applying the following actions from the action dropdown of employee activity log report

  • Create Custom Report
  • Update Custom Report
  • Delete Custom Report

Can I extract the saved reports in Excel or PDF format?

You can extract your saved custom reports in multiple formats:

  • Export as Excel – Download the report in spreadsheet format
  • Export as PDF – Download the report as a PDF file
  • Print Report – Open the report in print view