Creating a custom report
To build your custom reports in Mintsoft, please do the following:
Click Reports then Custom Reports Builder.
Next, click New Custom Data Model.
Select the Type of report you want from the Export Type drop-down.
For example, selecting Product would just show data related to products (Product Usage, Inventory Levels, etc.).
Choosing the Export Type as Invoice will show accounting-related information (Number of Picks, Total Items, etc.).
Additional export types are listed in the FAQ section.
Give the report a Name.
(3PL Only) Select the client you wish to report on or leave as ALL.
Add the relevant reporting fields.
Click Save.
Viewing custom reports
Once a custom report has been created you can view it by doing the following:
Click Reports then Custom Reports.
This is where you will be able to run your bespoke reports.
Custom Reports FAQ
What export types are available when making a Custom Report?
The following Export Types are available when creating custom reports:
Product: This will show fields relevant to live and discontinued product data and usage (Product Usage, Inventory Levels, etc.).
ProductExcludingDiscontinued: This will show fields relevant to live product data and usage (Product Usage, Inventory Levels, etc.).
OrdersNoSKU: This will show fields relevant to order details but nothing specific about products on the order, this export type will include all orders regardless of status.
Invoice: This will show fields relevant to client invoice data (Picking Costs, Number of Parcels, Number of Picks, etc.).
Orders: This will show fields relevant to order details and products on the order (Order Number, Weight, Expiry Number, Number of Items, etc), this export type will include all orders regardless of status.
StockFlow: This will show fields relevant to product stock flow (Flow, Stock Level, On Hand, SKU, etc.).
BarcodeVerification: This will show fields relevant to order details as well as the scanned barcode of the product(s) on the order (Verified Barcode, Batch Number, Order Number, etc.).
ProductInLocation: This will show the same fields as the standard Products In Location report but allows you to customize the layout/ column names.
Returns: This will show fields relevant to order returns (Return Reason, Order Number, SKU, Action, etc.).
Orders-DespatchDate: This will show fields relevant to order details. The date filter will be applied to the Despatch Date associated with the order. This export type will exclusively include orders that are marked as Despatched, as this is what determines the despatch date.
Orders-OrderDate: This will show fields relevant to order details. The date filter will apply to the Order Date on the order; this export type will include all orders regardless of status.
Orders-OrderDate-GroupByBundle: This will show fields relevant to order details. The difference between this export type and the Orders-OrderDate export type is that when the order contains a bundle, it will only show the bundle SKU but not the component SKUs, other SKUs in the order not relating to the bundle will show as well. The date filter will apply to the Order Date on the order; this export type will include all orders regardless of status.
Are Filters/ Conditions available for Custom Reports?
Filters and Conditions like Include Archived Items or Instock Items Only are unavailable on Custom Reports. These filters are only available on the prebuilt reports in Mintsoft. As a workaround, add the field that relates to the filter you want to apply, for example, if you have a Product report and you only want to see items that are in stock, add the Stock Level field to the Custom Report and then manually filter out the results when you export the report to CSV.
Can I export Custom Reports to CSV?
When viewing a Custom Report, you can click Export to CSV or the CSV button next to the Search bar on the report, to export all the information from the Custom Report to a CSV file.
Can I edit an existing Custom Report and update it with new fields?
Once a Custom Report has been created, you can edit the report and add or remove fields if needed:
Click Reports then Custom Reports Builder.
Next, find the report you want to update.
Click Edit and make the relevant changes.
Finally, click Save.
Can I change the names of the fields on the Custom Report?
You can rename the fields you add to the Custom Report if needed. For example, if you didn't want SKU as a column name and instead wanted it to be called Product Code.
When adding fields to the Custom Report you can change the column name by updating the Name field. This will now display the changed name when viewing the Custom Report.
What is the CustomModel order integration for?
The Custom Model order integration allows you to create Custom Reports in Mintsoft.
Information is missing from the report
If you're noticing missing information in your custom report (e.g. orders were dispatched but aren’t appearing), please make sure the To Date is set one day later than the date you need. This is because the To Date field cuts off at 00:00 (12am) on that day—so any actions taken later in the day (e.g. 11am, 1pm) will be included in the report for the following day.