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Building Custom Reports in Cin7 Omni

This section provides specific tips and tricks around building reports on your Cin7 Omni data. You can find our general guidance on building your own reports under Report Basics.

Easy Insight pulls over most of Cin7 Omni's data at this point, so when you're creating your own report, it can be a little overwhelming when you do Choose Field. Since the Cin7 Omni connection has a huge number of folder and fields, it can be helpful to use the tag toggles when choosing a field. For example, if you click on Sales, it'll filter down to the folders related to sales.

The Sales/CR Line folder is one of the most important to be aware of. The fields in this folder wrap up a lot of complicated logic in order to provide you with accurate reporting on COGS, gross and net profit, and more. These fields combine data from your sales invoices and your sales credit notes. They also include your actual shipping cost and channel marketplace fee metrics if connected.

Here are some of the other most useful folders to be aware of:

  • Contacts contains information about your customers and suppliers
  • ProductionJob contains your Cin7 Omni manufacturing data.
  • Products and Products - ProductOptions contain your SKU data.
  • Purchases contains your purchase orders. Additional folders contain lines, lines received, additional charges, invoices, invoice lines, payments, and supplier deposits.
  • Sales contains your sales orders. The most common fields we used are Email, Order Total, OrderDate, OrderNumber, SalesRepresentative, and the various Shipping Address fields.
  • Sales Lines contains your sales order lines.
  • Stock contains your stock level information per SKU and branch.

When building reports, you can add fields from different folders and Easy Insight will automatically connect the data. For example, you might add Contact Name, Sales Order SalesRepresentative, and Sales/CR Line Total to show the invoiced total by customer and sales representative.

As a first example, if you want to set up a table of product name, total sales, gross profit, available quantity, and on order quantity filtered by brand and invoice date, you would do the following:

  • First, Choose Field and select Products -> Name.
  • Choose field again and select Sales/CR Lines -> Sales/CR Line Total.
  • Choose field again and select Sales/CR Lines -> Sales/CR Line Gross Profit.
  • Choose field again and select Stock -> Available.
  • Choose field again and select Stock -> Incoming.
  • Click on Create Filter, choose Product Tags -> Brand, and choose Multi Value to have a list of brands you can select from.
  • Click on Create Filter, choose Sales/CR Lines -> Sales/CR Date, choose Absolute, then choose the date range you want to filter on.

If you want to adjust a particular field, you can click on the green field dropdown and do Edit the Field to adjust properties. For example, you could rename Sales/CR Line Gross Profit to just Gross Profit through the field editor. You could also change it to include cents in the display by changing the Maximum and Minimum decimal points in the field editor.

You can save your report with the Save button in the upper left of the report editor. Once saved, the report will appear in the report list under your Cin7 Omni data source.

You can create a wide range of other possible reports in Easy Insight beyond simple lists. If you click on the List button in the report editor, it will pull up the list of possible reports you can use.

Examples of what you might create include:

For more information on report types, see Report Types.

For more information on filtering, see Filter Basics.

Easy Insight has rich capabilities around creating custom calculations. Custom calculations might include:

  • Gross or net margin percentages
  • Calculate durations between two dates, like purchase order date and purchase order fully received at
  • Calculate days of stock based on average sales demand per day
  • Calculate the buildable quantity of a SKU based on current availability levels of its components

For more information on creating custom fields, see Scripting.

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