Custom Reports Overview

Updated March 06, 2026 16:17

The custom reporting tools in SimpleConsign allow you to create comprehensive reports tailored to your store's specific needs using a variety of criteria. These reports can be configured according to your preferences, offering valuable insights into various aspects of your business.

There are 3 components required to build a custom report. These components are the report base, the report fields, and the report filters.

Report Base - The report base in the dataset, or foundation, your custom report will be built on. Each report base has a unique set of fields, so it's important that you're using the correct base when building a custom report.
Report Fields - The report fields are the unique set of data points that are associated with each report base. When you're ready to export and analyze your custom report, the fields will show up as columns on a spreadsheet.
Report Filters - The report filters allow you to narrow the results of the report based on specific criteria. For example, if you're only wanting to see data for a certain month, you would need to apply a data range filter.

Navigation

To access custom reporting, navigate to the Reports tab. Please remember that reports are only accessible to Back Office users.

From here, select the Reports drop down menu and scroll down to Custom Reports. The list below this section are the report bases. Choose a report base to begin building your custom report.

How To Build

Select a Location

If you're a multi-location store, you will need to select the location you'd like to report on by selecting the appropriate location in the drop-down menu. If you only have 1 store, SimpleConsign will default reports to that store.

Reporting on multiple stores at once is not an available feature at this time.

Report Bases

Select the report base that best describes the report you're looking to build. As mentioned previously, each base offers a unique set of data points. If you're not finding the data points you're looking for, try another base or reach out to customer support for assistance.

The available report bases are as follows:

Fields

The Add Field drop-down menu provides a list of data points available based on the report base chosen. Select all the fields you wish to display on your report.

To customize the field order, simply drag and drop them into your preferred arrangement. Again, these fields will show as columns on your spreadsheet.

Filters

Filters allow you to refine your report, ensuring you see only the data relevant to your needs. For instance, applying a "Date Created" filter to a custom inventory report enables you to view items entered after a specific date. Be sure to explore the various drop-down options for each filter, as they offer extensive customization capabilities.

Filter Examples

Save a Custom Report

Custom reports can be saved for later use. Once a report has been built there is an option to save. That will send the report over to the side and anyone with Back Office access will be able to view or run the report.

Once you get comfortable with the concept of how custom reports are built you can start making them on your own. Below are the various components that can be changed around to achieve different results.

Additional Resources

Webinar Recording: Custom Reports

In this session, The SimpleConsign Team demonstrates how to create customized reports tailored to your store’s unique needs.

Learn how to filter, sort, and analyze data to uncover valuable insights that support smarter business decisions.

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