Gathering and analyzing data is an important aspect of every business, large or small. Identifying your strengths and weaknesses is key to sustainability or growth, whether it’s recognizing under performing products, or identifying potential areas of revenue. Party Center Software’s Reporting System allows you to gather data to assess the overall health of your business.
To access Party Center Software’s Reporting System, select the Reports tab in the navigation bar. The Reports Menu will appear on the left of the screen as pictured below. Here we will focus on the layout and features of this menu to help you get the most out of Party Center Software’s Reports.
Note: Microsoft Edge is the preferred browser to use these reports for compatibility.
When accessing the Reports Menu, we see the category or types of reports available. Pictured above, we have Orders, Customers, and Legacy based reports. A search bar at the top of the Reporting Menu allows you to directly search the name of a report. New reports will continuously be added to the Reporting System, so you may see additional reports from the time of this writing.
Once a report is selected, it’s search criteria will populate the main screen to the right of the Reporting Menu. Below we see Orders by Product Report selected, along with its search criteria, the Run Report and Set as Default Report buttons.
After selecting your search criteria, click the Run Report button to generate your report, which will populate below the search criteria. If you wish to have your chosen report selected by default when you enter the Reports Menu, click the Set as Default Report button. Pictured above, we see the Orders by Product report in the Default Report category in the Reports Menu. Only one report can be set as the Default at a time.
Once a report is generated, you will see a toolbar located above the displayed content. This toolbar allows you to resize your columns by placing your cursor on the dividing column line and dragging your column to the desired width.
The ‘X’ button on the left of the toolbar will reset any of your changes to the reports original format. To the right of the ‘X’ button, there is a Save button that saves your filtering choices for the next time the report is generated.
The Export Drop Down Menu will allow the report to be exported to either Excel, PDF, or CSV formats.
A search bar to the right will allow you to find specified text or values in your report.
Report Filters and Conditional Filters
To access the Filtering Menu, click on the four vertical lines to the left of the report. The filter menu is divided into four sections:
- Filters - Use the + button to add a filter. Each report will have different filtering options available. In the image above, we have a quantity filter applied:
- Sorts - Sorts, allows you to view the report in either ascending or descending order based on the specified columns.
- Columns - If you want to remove a specific column from your report, you can do so by unselecting the associated checkbox.
- Conditional Filters - Any Conditional Filters applied to your report will be listed under this category.
Right-clicking a cell or column will bring up the Conditional Filtering Menu. This gives you options to apply equal to, less than or greater than comparisons to the value in the specified cell.
Formatting options are also available for the cell which includes font style, size, alignment, with both font and backfill color options.
If you still need to utilize reports from our previous reporting system, Legacy Reports are available under the Legacy Reports category in the reporting menu.