Create and Manage Custom Sales Reports in RepairDesk

Create and Manage Custom Sales Reports in RepairDesk

Overview

This article explains how to build, filter, save, export, and share custom reports in RepairDesk. It helps team members quickly generate summary, invoice, and item-based reports for specific stores, dates, and user criteria.

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

Video Guide



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
Can I view IMEI or Serial numbers in reports?

Yes, you can now view IMEI/Serial numbers in the Items Breakdown report within the Custom Report Builder. We have added a new column in the data columns field.

The IMEI/Serial column gives you better visibility of each item sold. It helps you:

  • Track devices individually
  • Check profit at item level
  • Handle warranties, returns, and disputes more easily
Can I view the assigned technician in Custom Reports?

Yes, you can now use the new Assigned To (Assignee) column and filter in the Item Breakdown report within Custom Reports. This allows you to separately view and filter the technician assigned to a job, making it easier to track technician performance without mixing it with salesperson data.

How can I share a Custom Report with my team?
You can share a Custom Report while saving it or later through the Manage Access option. Simply choose whether you want to share the report with specific employees, roles, or everyone, then assign the appropriate permission level such as View, Edit, or Export.

This allows your team to access the same report without creating it again, while ensuring each user has the right level of access based on their responsibilities.
How can I view employee performance in the Items Breakdown report?

You can view employee performance directly from the Items Breakdown report in the Custom Report Builder.

Simply select one or more employees using the Employee filter and click Search. Once the report loads, an Employee Performance tile will appear at the top of the page. Clicking this tile opens a performance drawer that displays key metrics for each selected employee, such as Total Sales, Sold Quantity, and Profit After Tax.

You can also customize which metrics appear on each employee card by adjusting the report columns. Simply add or remove Total Sales, Sold Quantity, or Profit After Tax from the report, and the Employee Performance drawer will automatically reflect your selected columns. This makes it easy to compare employee performance based on the data that matters most to your business.

How can I export a list of customers who have given Marketing Call Consent?
You can generate this list using the Custom Report Builder.

Create or open an Invoice report, add the Marketing Consent column, and apply the Marketing Consent filter from the Criteria dropdown to show only customers who have provided consent. You can then export the report to Excel and share it with your marketing partners or use it for your marketing campaigns.