Name: NShine ERP
Rating: 5 (18 reviews)

What Is In Custom reports and forms

Build your own reports from any data source, and design custom forms that become data.

This section has 1 concept page(s), 4 how-to page(s), 2 reference page(s). Read the concept page first if the module is new to you, then follow the how-tos in order.

Custom report builder explainedYou will understand what a custom report is, which data sources you can build one on, and how a saved report shows up under Published custom reports for everyone.
Build a custom reportYou will have a saved report with the columns you chose, a date range and quick filters, listed under Reports › Published custom reports with print and Excel.
Column reference: Bookings sourceYou will know which group to open in the Bookings source for each kind of column, and which booking screen each column is filled from.
Column reference: other sourcesYou will know, for each data source other than Bookings, what one row is and which column groups it offers, so you pick the right source before you tick columns.
Edit or copy a built-in reportYou will have your own version of a shipped report, with the columns and filters your team needs, saved under Published custom reports without losing the original.
Build a custom formYou will have a form of your own questions that staff or drivers can fill in, with every submission stored as data you can report on in the custom report builder.
Report on custom form answersYou will have a saved report listing every submission of a form, one row per submission and one column per question, with a date range and quick filters, under Published custom reports.

Custom reports and forms in NShine ERP

What Is In Custom reports and forms

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Custom reports and forms in NShine ERP

What Is In Custom reports and forms

Custom reports and forms Pages

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