Skip to main content
G
gda134
December 6, 2022
Question

Summary Reports not customisable

  • December 6, 2022
  • 1 reply
  • 0 views

HI all; i have set up our file with the Bar Code as the product name for use with a scanner. when i pull summary reports it then does not provide the description of the product. I would like this info yet the customisation does not allow for adding column etc as we could do on desktop in the summary reports. please can someone assist. Thanks in advance...

1 reply

E
Ethel_A12
December 6, 2022

Welcome to the Community, @gda134.

 

I'll share some information on how you can add a description to the summary report.

 

As of now, the option to add a description to the summary report is unavailable.

 

As a workaround, you can export the report and then manually add the description.

 

Here's how:

 

  1. Go to Business overview and select Reports (Take me there).
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon. Then Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or desktop.

 

Let me know if you have additional questions about running a report. I'm always here to help you.

Terms & ConditionsAccessibility statement