TopShelf has many predefined reports that you can use to view your data.  Choose a category and select the report you would like to run from the thumbnails to the right of the category list.


Creating Custom Reports

Selecting Data Sources

If you do not find a report that fits your needs, you can create a custom one by clicking the yellow "Add New" drop down and selecting New Report.

From here you will select your Data Sources.  This refers to the table in the database that the Data will be pulled from.  For example, if you would like to report on Sales Orders and you would like to see the Order information based on Open Orders with a given part, you would select Document, Document Lines and Parts, from the list of data sources.  Each time you add a new Data source, it will need to be joined to the table that it is related to.

Here Documents and Part are both joined to Document lines.

Select Data Sources.JPG


Selecting Fields

Next you will select the Fields that will be displayed in your report.  Each field will listed under one of the Data Sources that you selected.  Remember that the fields will be in the same order in the report that they are in the report creator.  You can arrange them by clicking on the arrows on the far right and dragging them up or down.  If you don't find the field that you are looking for you can always go back and add another Data Source.  For example, If you wanted to add a field for Serial Number, you could add the Data Source "Document Lines Detail" and the Serial Number field will become available.

The Sort checkbox will sort the report alphabetically by that Field and VG will visually group them. 

Select Fields.png


Selecting Filters

Once you have the Fields selected you can choose to Filter your results based on a number of criteria. 

Below you will see the first filter added to this example is PartName.  The operator is set to Equals, this means that the report will show only orders with the PartName input for the Value.  For this the "Param" box is checked to this will be a value that will have to be input when opening the report if you want to filter by it.

The Status Filter is set to Equals "Open".  This will only display orders that are Open.

The IsShipping Filter is set to "True".  This means that the orders displayed will be only Sales Orders.

The DateCreated Filter is set to "Between (Calendar)" and the Param box is checked.  This means that when opening the report, you will have to select a date range for the Date that the order was created.Filters.JPG

At this point you can click on the Preview tab or Button to see a preview of the report.  

Setting Permissions

Before saving the report you will want to choose who has access.  You do so from the Misc tab by selecting who to Share With and what their Rights will be.  This report will be available to Everyone will Full Access.


Click Save As and give the report a name and choose a category for it to be listed under.  The report will now be listed under that category.

Below is the final result when opened from reports.

Finished Report.JPG