Custom Reports
Design your own reports: choose the data and the columns you want, and save the layout to run again whenever you need it.
Why and when you use it
Standard reports answer common questions. Every business also has its own questions, such as sales by city for one product group, or purchases from one supplier by month. Custom Reports lets the owner or accountant build that view once and reuse it, instead of exporting to a spreadsheet and rebuilding it every month.
Before you start
- Know the question you want answered
- Look at the standard Reports first; your answer may already be there
Step by step
- Open Custom ReportsUnder Stockivio ERP, open Custom Reports.
- Start a new reportStart a new custom report and give it a name that says what it answers, for example Monthly sales by city.
- Choose the dataPick the kind of data the report is about, such as sales invoices or purchases.
- Choose the columnsSelect only the columns you need. Fewer columns make a report easier to read and faster to run.
- Run and checkRun the report for a short period you know well and check the figures against a standard report.
- Save the layoutSave the report. Next time, open it, set the period and run it without setting it up again.
Worked example
The owner of Sharma Traders wants to see sales by city each month, because he is thinking of adding a route outside Jaipur.
- Open Custom Reports and start a new report named Sales by city.
- Choose sales invoices as the data.
- Select the customer, city and amount columns.
- Run it for October 2026 and check that the total matches the Sales Summary in Reports (₹18,40,000).
- Save the layout.
Result: The owner sees that customers in Chomu, outside Jaipur, bought ₹1,20,000 in October without any regular visit, and decides to test a weekly route there.
💡 Tips
- Always reconcile a new custom report's total with a standard report once.
- Name reports by the question they answer, not by date.
- Delete or rename layouts nobody uses, so the list stays short.
⚠️ Common mistakes
- Building a custom report when a standard report or Item-wise / Customer-wise Performance already answers the question.
- Choosing so many columns that the report cannot be read on one screen.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Custom Reports.
- Scene 2: Start a new report and name it.
- Scene 3: Choose the data and columns.
- Scene 4: Run it and compare with Sales Summary.
- Scene 5: Save the layout and reopen it.