Printing and branding · Guide 574 of 624
Make a custom report
Create your own RockifyERP reports from any list, choosing columns, filters and grouping, without code.
How to do it in RockifyERP
- Open the list, such as Sales Invoice.
- Switch to Report view.
- Choose columns, filters, sort and group-by.
- Click Save As and name the report.
Tip: Share custom reports with roles so the whole team can use them.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.