Flowhub Intelligence lets you build custom reports with the exact data columns you need, so your team can track the metrics that matter most. In this article, we'll guide you through creating a custom report from a template so you can save, schedule, and reuse it.

Custom reports work like building your own spreadsheet: you start with a template category, then add, remove, and reorder columns to match exactly what you want to analyze. Once saved, your custom report is always available under Saved Reports.

For more information on creating reports watch the video below.

Create a New Report

Navigate to the Intelligence tab in the left navigation.
Select Reports.
Select the New Report tab.
Select a starting template category:
- Customers
- Employees
- Inventory
- Sales
Enter a name for your report.
- You can an optional description later.
Select Create.

Your new report will display as a blank canvas, ready for columns.

Configure Report Columns

Select Add Column to browse available data points and add them to your report.
- You can add as many columns as you need.
Drag columns into your preferred order.
To remove a column, select the remove option next to it.
Select Apply to save your changes.

💡 Tip: The columns available to add will match the data points available for your chosen template category. This includes any metric you would find in the corresponding dashboard metric category (Sales, Customers, Employee, or Inventory).

Apply Filters and Grouping

Use the Group By option to organize your data by store, date, product, brand, or other dimensions.
Select the Filters button in the top left corner of the window to narrow results by purchase type, voids, order types, brand, or other criteria.
Use the Store picker to filter to a specific store.

Set Report Visibility

Select the wrench icon to access dashboard settings.
Under Visibility, choose:
- Private to keep the dashboard visible only to you.
- Shared to make it visible to all users with Intelligence access.
- Specific people & roles to make visible to a more specific audience.

Enable Trend Mode

Select the wrench icon.
Toggle Trend Mode on to display comparison indicators that show how current values compare to a prior period.
Select Apply.

Save Your Report

Select Save in the top right corner to save your report.
Your saved report will appear under the My Saved Reports tab on the reports landing page.

From here, you can also schedule your report for automatic delivery, favorite it for quick access, or continue editing it at any time.

Schedule a Report

Select the schedule option from the report's menu (accessible from the three-dot menu on the reports landing page, or from within the report itself).
- You can also schedule a report when viewing it by selecting the schedule button at the top of the page.
Choose a delivery frequency:
- Daily sends the report every day.
- Weekly lets you choose which day of the week.
- Monthly lets you choose a specific day of the month or send on the last day of the month.
Add the email addresses of individuals who should receive the report.
Save the schedule.

Great work! 🥳 You have created a custom report tailored to your needs. You can find it any time under Saved Reports on the reports landing page.

Frequently Asked Questions

Can I add columns from multiple categories to a single report?

Reports are based on a starting template category. The columns available to add are determined by that category. You cannot mix columns from different template categories in a single report.

Can I turn a saved report into a dashboard tile?