Overview
JOOR now gives you the ability to make fully customisable reports from your JOOR account. You’ll no longer be confined to just using canned reports, you’ll be able to customise your reports to include the data points that are important to you and your brand to gain meaningful insights.
The reporting suite will still include three canned reports: Sales Summary, Style Detail, and Production report. Each of these canned reports will be customisable as well, so you’ll be able to add or remove data points to them.
Report Customisation
The reporting suite will allow you to customise the data points of your report. You’ll be able to add/remove columns, group/pivot, and easily add currency conversions. You’ll still have the ability to filter each column, sort by ascending or descending, search within a column, and export your report.
Adding/Removing Columns
You’ll now be able to add and remove any columns from your reports, so you can report on the information that’s important to you.
Currency Conversions
JOOR’s reporting suite will now let you easily add currency conversions to your reports. You’ll get real-time currency conversions that will update every two hours. You will also have the ability to enter in your own conversion rates.
Grouping & Pivoting
You can group by any column that appears on your report, so you can group by country, sales rep, retailer, or any other data point you’d like.
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Grouping will allow you to see a breakdown within your chosen group and will continue showing the columns on your report.
Note: You can group by more than one item.
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Pivoting will only show you rollups, meaning it will total or combine the data you have selected.
Saving Custom Reports
You’ll have the ability to save your custom-made reports which will allow you to quickly and easily access the information that is most important to you.
Once you have made at least one edit to a report, you’ll be able to use the Actions dropdown to save your edits or save as a new report.
When you click Save as new report in the Actions dropdown, you’ll be able to name your report and save it so you can access the report whenever you’d like to run it.
You now have the option to save your selected date range when saving a new Custom Report.
- If this option is checked, your saved report will always open with the date range you initially selected.
- If left unchecked, your saved report will always default to the last 30 days each time you open it.
After you have saved your custom report you’ll be able to access your custom reports by hovering over your reports tab and clicking Custom Reports in the drop down menu.
When clicking into Custom Reports, you’ll be brought to your custom reports page where you’ll see all your saved reports listed. To run the report just click on the row the report appears on.
Note: Reports are sorted from newest to oldest.
Running your custom report will give you a few extra actions you can perform on it. In the Actions drop-down you’ll be able to save any edits made to your report and create a new report from the edits you made. Also, you’ll be able to delete, rename, and share your report as well.
Sharing your Report
When you select to share your report, you’ll be able to select whether you’d like to share it with select individual team members, or you can share it with all your team members.
Receiving a Shared Report
If one of your team members’ share a custom report with you, you’ll see a notification bubble next to Reports and to Custom Reports in the dropdown. The number listed inside the bubble will be the number of reports shared with you. The notification bubble will disappear once you view the shared report.
Note: Hovering over the yellow bar next to the report will indicate who shared the report with you.