Zedonkopedia | Z.Studio

Custom Report - Create New

To create Custom Reports you will need to ensure your user permissions settings allows  this - to see how to do this, read this.

Please note, if you have Z.Hub as well, the Custom Report allowance is shared between Z.Hub and Z.Studio.

From Reports, find and Select the report wish to amend and click [Customise]

Report details are displayed, you can make changes as required

This will not overwrite the existing report but it will create a new one

Custom Report Name: Type in the name for your Custom Report

Reports will be sorted alphabetically. We suggest you start with your name or department in order to find it easily in the list.

Zedonk shows the "parent" report which defines the possible fields you will be able to add

Zedonk shows the API Key to access the report via API

(for more info and to obtain access to API please contact [email protected])

REMOVE a field by clicking on the red cross

N.B. that if you remove a field which has a preset filter, the filter will no longer apply

Amend Header names as required

Adjust the width of columns

Add Sort Priority - insert priority number (1,2,3..) and define Ascending or Descending

In this example the report will be automatically sorted

by "Collection Name", Descending (Z to A).

Within the Collection Name, by "Season", Descending (Z to A).

Within the Season, by "Collection Category", Ascending (A to Z)

[You can leave the Sort Priority blank/0 if not needed]

Add Grouping Priority - insert priority number (1,2,3..)

In this example the report will be automatically grouped

by "Collection Name" and

within the Collection Name, by "Collection Category"

Select a filter rule from the dropdown, then set your filter value

In this example the report will only show

Collections where the name contains 'AW'

not including any assigned the Collection Category "Accessories"

Save + Close

Save + Close

Back to your report list where you can DISPLAY or EXPORT or SCHEDULE your new custom report

 

The custom report created will display under Custom Reports

1. Where you see H6 + S1 - this is the breakdown of how many custom reports you have on Z.Hub (H) and Z.Studio (S). In the above example, I have 6 custom reports in Hub, and 1 custom report in Studio out of my total allowance of 7.

Click on CUSTOMISE to make any amendments, copy or delete this report

Make any change and "Save+Close" to amend the report.

"Close" to exit without saving

"Delete" to remove the report from the list

"Copy" to create a copy - then you can change name and settings for a different result.

 

Next Article Schedule Report - Create New