If you'd like to view all of the configuration data about your products in one sheet you can easily create a custom report. You can also do this by exporting your product data, but the custom report will give you additional options for what fields you'd like, and filters for what products to include. If you have not yet seen our article about creating custom reports, it's a great place to start to familiarize yourself with the report builder and it's features.
Building Your Custom Report
To get started, navigate to Reports and choose Custom Reports. You can then create a new custom report. This is a four step process where you will name the report, add columns, set filters, and then optionally group and sort the report for your preferences.
- In step 1 you first choose a name for your report. You can name it whatever you'd like; this is the name that will be displayed when you access the saved report in the future. Also, be sure that you choose Products as the reporting area. This means that you'll add fields and columns that are unique to products, and not things like animals, crops, etc.
- In Step 2 you'll decide what data you'd like to see on the report. This of this as somewhat like building a spreadsheet. The fields you pick will be the columns, and each row on the report will be a different product. You might add columns like Title, Type, Status, Price, and more. You can use the Add All button if you'd like all the possible information shown.
- Step 3 lets you set filters to only return specific products on the report. You might only want to see products in a specific category or status, or maybe find all products greater than a certain price.
- In Step 4 you'll option all set preferences, which allow you to sort, group, and total the report. Maybe you group them by category and sort them alphabetically, and then total them by the number your have available.
Once you have configured your report, you can run it by clicking Save in the bottom right. The report is automatically saved so you can easily run it again in the future. You'll see it as a link on the Custom Reports dashboard in the future.
