Reports
Overview
The Reports module lets you build custom data exports from any resource in the system. Reports are saved by name, can be shared with all users, and can be exported to CSV at any time.
Navigate to Reports in the sidebar to see all reports available to you — including your own and any shared by other users. To create a new report, open the Actions dropdown in the top-right corner and choose New Report.
Report Builder
The report builder opens when you select New Report from the Actions dropdown. Building a report involves three steps:
Choose a resource — select the data set to report on (e.g. Orders, Returns, Products)
Select columns — tick the columns you want to include
Add filters — optionally narrow the data before previewing or exporting
Columns
Each resource exposes a set of columns. Check the boxes next to the columns you want included in the output. Column order matches the order they are displayed in the builder.
Not all columns support filtering — columns marked as non-filterable can only be selected for output, not used as filter criteria.
Filters
Filters let you narrow report results before exporting. Each filter row consists of:
Part | Description |
|---|---|
Column | The field to filter on (only filterable columns are listed) |
Operator | How to compare the value |
Value | The value to compare against |
Available Operators
Operator | Description |
|---|---|
equals | Exact match |
does not equal | Excludes exact match |
contains | Partial text match (strings only) |
between | Inclusive range (dates and numbers) |
is one of | Matches any value in a comma-separated list |
Enum columns (e.g. Status, Category) display a dropdown of valid values rather than a free-text input.
Previewing & Exporting
Click Preview in the builder to run the report and see a paginated sample of the results.
Click Export to download the full result set as a CSV file. Exports are capped at 10,000 rows — if a report exceeds this limit, add more filters to narrow the result before exporting.
Saving & Sharing Reports
Give the report a name and click Save to store it. Saved reports appear on the Reports index page and can be reopened and re-run at any time.
Toggle Shared to make a report visible to all users. Shared reports are read-only for other users — only the owner can edit or delete them.
Only users with the reports.create permission can create, save, or delete reports.
Available Resources
The following resources are available in the report builder. Each resource requires a corresponding permission to appear.
Dealers
Required permission: dealers.view
Column | Description |
|---|---|
Dealer Number | Unique dealer identifier |
Name | Dealer business name |
Shipping Account | Shipping account number |
Created | Date the dealer was added |
Primary Contact | Name of the primary contact |
Contact Email | Primary contact email |
Contact Phone | Primary contact phone |
Shipping Address | Primary shipping address |
Orders
Required permission: orders.view
One row per order line item. Order-level fields repeat across multiple rows for orders with more than one line item.
Column | Description |
|---|---|
Order Number | Unique order identifier |
Ordered At | Date the order was placed |
Status | Current order status |
Dealer Name | Dealer's name |
Dealer Number | Dealer's identifier |
SKU | Product SKU for this line item |
Product | Product title for this line item |
Requested Qty | Quantity requested on this line |
Fulfilled Qty | Quantity assigned and shipped |
Notes | Order notes |
Cancel Reason | Reason for cancellation, if applicable |
Products
Required permission: products.view
One row per inventory item. Product-level fields repeat across multiple rows for products with multiple items.
Column | Description |
|---|---|
SKU | Product SKU |
Title | Product title |
Category | Product category |
Status | Product status (Active or Archived) |
Created | Date the product was added |
Serial Number | Serial number of the inventory item |
Item Status | Status of this inventory item |
Location | Where the item is located (Warehouse or Dealer) |
Dealer | Dealer currently holding this item, if applicable |
Dealer Number | Dealer's identifier |
Order Number | Order this item was assigned to, if applicable |
Returns
Required permission: returns.view
One row per return line item. Return-level fields repeat across multiple rows for returns with more than one line item.
Column | Description |
|---|---|
Return ID | Unique return identifier |
Dealer Name | Dealer's name |
Dealer Number | Dealer's identifier |
Reason | Return reason for this line item |
Status | Current return status |
Created | Date the return was submitted |
SKU | Product SKU for this line item |
Product | Product title |
Type | Vendor type code |
Quantity | Quantity being returned |
Start Serial | Start of serial number range |
End Serial | End of serial number range |
Activity
Required permission: reports.view-any
System activity events across all resources.
Column | Description |
|---|---|
Subject Type | The type of record the event relates to |
Event | The event type |
Description | Human-readable description of the event |
User | User who triggered the event |
Date | When the event occurred |