Run Custom Reports

Hike lets you customize the reports on sales, customers, and inventory. You can download the custom report straight away or schedule it to be generated and sent to your email later. This feature is supported under the Plus Plan. If you are using the Essential Plan, you will get the page as shown in the image below. You can contact our chat support to explore the reports supported under your plan and to see whether any of them meets your requirements, or upgrade to a higher plan if necessary.

Downloading the custom reports

Navigate to the reporting section and select Custom Reports.

Click on ADD CUSTOM REPORT.

On the next page, you will find the settings on the left and the preview on the right. In the settings section, there are 3 tabs, namely Delivery, Recipients, and Report sections/s. If you want to download the report straight away, you will not need to fill in Recipients. Under the Delivery tab, you will find the settings as explained below.

Title: The title of the report will be displayed when you export the report in PDF format. Reports downloaded in Excel format will not display the title.

Cover page: If you tick this checkbox, the store logo and trading name will be displayed when you export the report in PDF format. Reports downloaded in Excel format will not include the cover page.

Type: DOWNLOAD NOW is chosen by default.

Reporting period: You can select the reporting period on which you want to run the report. Today is chosen by default, but you can specify the date range by clicking on the button here. The width of the date range is 90 days at most.

Under the Report section/s tab, you will need to choose the type of report and the outlet to report for. If you have multiple outlets, you will get the option to choose the outlet for which you want to report. You can select one of the outlets or you can select “All” if you want to run the report for all outlets.

Click on the Select report section where you can choose the report type like, Sales report, Customers report, Current Inventory report, Sales by Items report and a few more. You can select any of the report type from the dropdown list as per your requirement. Let's take an example of Sales report as shown below. 

Select the report you want to download, for example, a sales report, as shown in the image below.

You can select more than one section as well if you want to download multiple reports at the same time.

After selecting the report type, you will get an option to select data fields that you would like to include in the report.

Hike currently offers below options for the Custom reports.

Sales
Customers
Current Inventory
Inventory position
Delivery reports

Quotes
Sales (by Items), and
Inventory movement

Click on the Sales Section data field, and a window will slide out, in which you can tick the checkboxes in front of the fields to include in the report.

For example, if you wish to show Customer code and Customer phone number in the sales report then select the below checkbox and save the settings. It will show the report accordingly as shown in the screenshot below:

If you want to customize the sequence of the fields in the report, you can do it by clicking on “View: xxx” and entering the display order. The columns in the report will be displayed as per the display order selected here.

You can see the preview of the data fields below:

When the selection of data fields has been completed, you can save the change.

After saving it, you can preview the report.

You can click on DOWNLOAD to get the report in PDF format. 

You can click on EXPORT TO EXCEL to get the report in an Excel file.

If you selected multiple reports in the report section/s, you would get them in separate sheets in the file as shown below.

While in PDF they will be available in different segments.

We have provided examples of Data fields for each report here for your consideration.

Customers Section Data Fields



Current Inventory Section Data Field



Inventory Position Section Data Field.



Delivery Report Section Data field.



Quote Section Data field.

Sales by Items Section Data field.

Inventory Movement Section Data field.

Schedule the custom reports

You will find all the other settings the same as downloading the report now, except the following ones. When you click on SCHEDULE LATER, you will have the option of scheduling displayed.

Send: You can select the report to be sent daily, weekly, or monthly.

If you select the option daily, you will receive a report on a daily basis.

If you select weekly, you will get an option to choose the day on which you want to receive the report.

When monthly option is selected, you will get an option to choose the date on which you want to receive the report.

Send time: Select the time from the drop-down list.

Important note: The time mentioned here is the UTC (Universal Time Coordinated) time. Report will be received in the email as per the UTC time selected here.

Download type: Select the type of the file whether you want to receive the report in PDF or in Excel format.

Navigate to recipients tab and enter the email on which you want to receive the custom report. You can enter more than one email if necessary.

You can enter the message as well which will be displayed in the email received with the report attached.

After finishing and saving all the settings, you will see the preview of the report as shown below and then you can click on SUBMIT.

The report will be listed on the custom report page and will be received via email as per the time selected.

Delete a custom report

All the submitted/downloaded reports get displayed on the custom report page with their title. Sometimes, we do not require the old reports, or some gets downloaded with an error of date/time. In such cases, you have the option to delete that particular report.

To delete the report, you just need to click on that report title and scroll down to bottom of the page to delete the report as described in the screenshots below:

Once deleted, the report will no longer be available on the Custom report list.

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