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Customize a report: columns, charts and saved filters

In the new reports, show or hide tiles, charts and columns, drag them into your order, save the filters you use every week, and reach the previous version.

The new version of a report is yours to arrange. Click Customize (top right, next to Export) to show or hide summary tiles, charts and table columns and drag them into the order you want, then Save. Save the filters you run every week as a search so they are one click away, and click Clear all when a report opens on old filters. Everything you change is saved just for you, on that report, and Restore defaults puts it back. This article covers all of that, plus how to reach the previous version of a report when you need it.

Applies to: employees of shops with the new reports, signed in with the Allmoxy sign-in, on a window at least about 900 pixels wide (on a narrower window the Customize button is hidden). Customers always see the previous version and can't customize it.

In this article

What's new in your reports

Depending on the report, the new version gives you:

  • Charts that show trends at a glance.
  • Summary tiles with key totals and visuals across the top.
  • More filters, in a panel on the left, to narrow the report to exactly what you're looking for.
  • Columns you control, so you can show only what matters to you and put them in your order.

None of it is locked in. If you'd rather skip the charts or only see a handful of columns, set the report up that way and it stays that way for you, and you can reset to the default view any time. The previous version of every report is still there too (last section).

Customize a report

Everyone uses reports a little differently. Your production manager might live in one set of columns while your office manager needs another. Customizing lets each person set up a report for how they actually work.

  1. Open the report you want to customize.
  2. Click Customize at the top right of the page, next to Export.
  3. The report switches into customize mode: a banner says customize mode is on, and a bar appears at the bottom of the screen with Restore defaults, Cancel and Save.
  4. Show, hide and reorder what's on the page (next two sections).
  5. When you're happy with it, click Save in the bar at the bottom. The report says the layout was saved and the new layout is in place at once. Changed your mind? Click Cancel to leave without saving.

Your layout is saved just for you, on that report. Changing how a report looks won't change it for anyone else on your team, and it won't change your other reports. It does follow you: open the same report on another computer and your layout is there. If a save can't be stored, the report tells you the changes could not be saved and puts the layout back as it was.

Show or hide columns, charts and tiles

A report is easier to read when it only shows what you need. If a chart isn't useful to you, or a column is just noise, hide it.

In customize mode, click the eye icon on any column, chart or summary tile to show or hide it. Each one works on its own, so you can keep the tiles you check every day and hide the rest. Hidden items aren't gone: hidden tiles and charts wait in a tray below their row, and you bring any of them back the same way, anytime.

Hiding changes only what you see on screen. The CSV you export keeps the report's standard columns (see "Export your customized report" below).

Reorder columns and sections

Put the information you check first where your eyes land first. If you always look at totals before anything else, move them up.

In customize mode, use the drag handle on a column and drag it to where you want it. Tiles and charts drag the same way within their row. A whole section moves by the tab on its left edge. Don't forget to click Save when you're done.

Restore the default layout

Go ahead and experiment. Nothing you change is permanent, and if a report ends up looking a little messy, you can start fresh.

In customize mode, click Restore defaults in the bar at the bottom of the screen and confirm. The report goes back to its original layout, with every column, chart and tile showing in its default order. If you restore by mistake, Cancel still backs out of it as long as you haven't saved.

One thing to know: if a report gains a new summary tile later and you have saved your own tile layout, the new tile waits in the tray until you show it or restore the defaults. New charts and sections show up on their own.

Save the filters you use most

If you run the same report with the same filters every week, save them as a search so you don't have to set them up each time.

  1. Set the filters you want in the panel on the left.
  2. At the top of the panel, click + Save current.
  3. In the Save this search window, give your search a name you'll recognize, like "Last 30 days" or "Open invoices".
  4. Choose how the date range should work. Relative keeps moving with the calendar: "last 30 days" always shows the most recent 30 days, whenever you open it. Exact dates always shows results for the specific dates you picked.
  5. Click Save search.

Your saved search shows up as a pill next to SAVED at the top of the panel. Click it anytime to apply those filters again. Like your layout, saved searches are just for you and just for that report.

Two more filter habits worth knowing. The report remembers the filters you used last time and opens with them again, so if a report looks empty, click Clear all at the top of the panel before you worry. And you can filter from a chart: click a bar or a slice and that value is added to the filters (remove it in the panel when you're done).

Export your customized report

Click Export, choose CSV or PDF and confirm. The PDF prints the report as you have it on screen: your filters, the tiles and charts you left visible, then the detail table. The CSV is different: it keeps the report's standard set of columns in the standard order, whatever you have hidden or moved, so a file you open in a spreadsheet looks the same every time and matches what other people export. Hide columns to tidy the screen, not the file. More on both files: Export a report to CSV or PDF.

Find the previous version of a report

If you need the previous version of a report, click the report's name in the blue notice at the top of the page. It opens the previous version with its own filter panel and Export menu. If you signed in with the older password login, you'll see the previous version to begin with, and the notice on it links to the new one.

If there's something you can only do in the previous version, we'd really like to hear about it. Tell us in the support chat, or tell your Customer Success Manager, which report and what you need, and we'll take it back to our developers so we can bring it into the new reports.

Things to know

  • Customize is per person, per report. Your changes don't touch anyone else's reports or your other reports, and they follow you to other computers.
  • Customize needs a wide window. On a narrow window or a phone the Customize button is hidden, and the filters become a Filters button that opens full screen.
  • The CSV keeps the standard columns. Hiding or reordering columns changes the screen and the PDF, not the CSV.
  • Clear all resets remembered filters. A saved search or a link with filters in it wins over the remembered ones.
  • Restore defaults can be undone with Cancel until you save.
  • Customers can't customize. They always see the previous version.

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