Generally, the Simple Report Builder should be used when isolating data without multiple filters and aggregations. The Simple Report Builder does not allow you to group rows and offers no visualization options. When creating a new Report, you can build it with either the Simple Report builder or the Advanced Report Builder.
The Advanced Report Builder is the best option for building robust reports with endless customization options.
Table of Contents:
Best Practice: Access the New Experience & Analytics with Chrome.
Before You Begin
Report Types
When creating a New Report, the following Report Types are available:
- AR/Aging
- A/R Aging, Credits, Customers, Invoices, Payments
- Billing
- Billing
- Billing Schedules
- Billing Schedules, Billing Schedule Lines, Customers
- Bookings
- Bookings, Customers, Plans, Products, Subscriptions, Subscription Charges
- Credits
- Credits, Credit Lines, Customers, Refunds
- Currency Rates
- Currency Rates
- Customers
- Customers, Contacts, Credits, Invoices, Journal Entries, Orders, Payments, Refunds, Revenue Schedules, Subscriptions
- Email History
- Email History, Email Thread Message Events, Customers
- Failed Payments
- Failed Payments Sequence, Customers, Payments
- Invoices
- Invoices, Invoice Lines, Customers, Journal Entries, Refunds, Subscriptions
- Journal Entries
- Journal Entries, Journal Entry Lines, Credits, Customers, Invoices, Orders, Payments, Refunds, Revenue Schedule Lines, Subscriptions
- MRR/ARR by Month
- MRR/ARR by Month, Customers, Plans, Products, Subscription Charges, Subscriptions
- MRR/ARR Movements
- MRR/ARR Movements, Customers, Plans, Products, Subscriptions
- Orders
- Orders, Order Lines, Customers
- Payments
- Payments, Customers, Journal Entries, Payment Runs, Refunds
- Refunds
- Refunds, Chart of Accounts, Credits, Customers, Invoices, Payments
- Revenue
- Revenue, Billing Schedules, Customers, Orders, Plans, Products, Revenue Schedules, Subscriptions, Subscription Charges
- Revenue Schedules
- Revenue Schedules, Revenue Schedule Lines, Customers, Orders, Subscriptions, Subscription Charges
- Subscriptions
- Subscriptions, Subscription Charges, Billing Schedules, Customers, Revenue Schedules
- Usages
- Usages, Billing Schedule Lines, Charges, Customers, Subscriptions, Subscription Charges
Report Access
By default, User Created Reports are set to Private. Click the 3 dots and click Make Public once you’ve created the report and it’s ready to share within your organization.
Run vs. Enable Autorun
Run is a manual function - Click Run once all Report parameters have been selected and you are ready to review the results.
Enable Autorun - When toggled on, changes to the report cause the report to automatically regenerate in the visual display. Each time a new parameter or field is added to the Report, the UI display regenerates. By default, Enable Autorun is disabled.
Create a New Report
Steps:
1. Navigate to Menu > Analytics > Reports.
2. Click +ADD.
3. Populate the Create Report screen:
- Report Name: required field.
- Note: Report Names cannot include special characters.
- Description: Enter an optional description to highlight the report purpose.
- Report Type: Select the base Ordway Object from the drop-down menu to which the report is based on. Or start typing the Object name and the list automatically displays corresponding results.
NOTE: Only one Report Type can be selected (in both the Simple and Advanced Report Builder).
4. Click Next when finished.
The Simple Report Builder displays by default. Click View Advanced Builder for more detailed visualizations.
Customize Fields
The Simple Report Builder displays a variety of options to customize the report. The left panel displays all available objects for the Report Type that can be added to the report.
Start populating the Field and corresponding results display. Click the desired metric to add it to the report. Select one field at a time to populate the report criteria. Select objects from the menu until all desired parameters are added to the report.
Objects can be reordered within the Customize Fields list by clicking the dots to the left of the Object and moving it up or down in the fields list.
The fx button next to each field allows for one aggregation. Aggregations always appear to the right side of the detailed columns in order to reflect a pivot table.
Example: Click Sum to calculate the Total Refund Amount for each Customer. Click Run to see the results.
More advanced aggregations are available in the Advanced Report Builder.
Sort columns using ascending/descending arrows for each column. Hover over the appropriate header and click the sort icon. Bold arrows indicate the active sort currently in use. A sort order not applied is reflected by a grayed out sort icon.
Filter Data
Use the filter option to isolate specific data relevant to the selected Object.
Note: Filters do not auto-populate.
Best Practice: Use Contains option to reflect all applicable results.
Filters can be added on any field, even if it’s not included in the report. Select the filter and click Run to show the results.
Example: Invoice date on or after 1/1/2023 will only show invoices for this time frame.
6. Click Run when finished adding data points to the Report to view the results.
7. Finally, click Create Report to save the report for future use and to share within your organization.
Warning: Do not navigate away from the Simple Report Builder screen without first clicking Create Report. Navigating away prior to this step results in unsaved data points and filters. Think of the Create Report button as the Save button.
When you return to the report in the future to edit it, Save is displayed.
Simple Builder Report Options
Once a Report has been created, it can be edited or downloaded.
Created Reports appear in the list of available reports on the Analytics List Page. Click Make Public to share the Report within your entire organization. View Analytics Basics for a description of additional Report options. Read more about additional Report management options.
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