In the Report > Templates section, you can create and manage customized report templates for Order Reports and Credit Notes.
To create an Order Report Template:
- Go to Order Report Template and click Create Report Template.
- Select the required report fields.
- Manage report columns by moving parameters from the left section to the right section using the arrow buttons.
- Arrange the fields in the desired order for your Order Report.
- To rename a column, click on the field name, type a new name in the text box, and click Rename.
- Enter the report title, then click Save Template to save the template.
To create a Credit Note Report Template:
You can follow the same process used for Order Report Templates.
Note:
- You can create up to 5 templates. To add a new one, delete an existing template first.
- You can view the saved templates and select them from the default template list to download the reports.