Custom Reports

Build your own reports — pick the data, filters, and columns you need.

1

What is this?

When the built-in reports don't answer your specific question, the custom report builder lets you create your own. Pick a data source (Sales, Waste, Purchases, etc.), choose columns, set filters, and group by any dimension — item, category, date, or server.
2

What problem does it solve?

Without this, you're exporting CSVs and manipulating them in Excel to answer questions like 'How much did we spend on seafood from Supplier X in the last 3 months?' Custom reports let you answer those questions inside KinDee.
3

How to set it up

  1. 1Go to Dashboard → Custom Reports
  2. 2Click New Report
  3. 3Select a data source (e.g., Sales), pick your date range, and choose which columns to show
  4. 4Optionally group by category, item, or date for aggregation
  5. 5Run the report — save it if you want to reuse it later
4

Pro tip

Save reports you run frequently. A saved report remembers all your settings — one click and the latest data loads. Great for the weekly team meeting.

Still confused? Read the full article →

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