Universal Report

A report builder: you choose the columns, groupings, totals, sorting, and filter conditions, and the system builds the report over the data source you need.

How to Access

Menu: Reports → the Universal reports section, then the variant you need.

Route: /warehouse/reports/universal/:table

Report Variants

The builder is one and the same; the data source is chosen by the menu item:

Menu item	Route	Data source
Universal order report	/warehouse/reports/universal/d_order	Orders and receipts
Goods Receipt document report	/warehouse/reports/universal/d_receipt	Goods receipt documents
Items and services report	/warehouse/reports/universal/s_items	Item reference and its movements
Delivery requests report	/warehouse/reports/universal/df_request	Delivery requests
Cash flow report	/warehouse/reports/universal/r_cash	Cash and bank operations
Markup report	/warehouse/reports/universal/r_prices_types	Prices and markup
Income and expense report	/warehouse/reports/universal/r_remainder	Stock balances and movements

Everything described below works identically in every variant — only the available fields differ.

Why It Exists

Prebuilt reports answer questions known in advance. The universal report is for when the question is your own: "revenue by payment type across points, limited to one item group, sorted descending". A configuration you assemble can be saved and reused.

Filters

Filter	Description	Where it applies
Sales point	A specific point or all points	All variants except Items and services and Income and expense
Period	Per shift, for a period, or shifts over a period	All variants except Items and services and Income and expense

The Items and services and Income and expense variants are built against the current state rather than a period, so they have no point or period filter.

Additional filters for Items and Services

Filter	Description
Document type	All, receipt, sale, posting, write-off, movement, or production
Document code	Number of a specific document
Price type	The price the amounts are shown in

Field Builder

The main part of the page is the field table. Each row is one field of the data source; each column is what to do with it:

Column	What it does
Field	Name of the source field
Show	Output this field as a report column
Group	Group rows by the field's value
Tree	Expand the grouping into a hierarchy
Total	Output a subtotal per group
Sum	Sum the field's values
Sort ↓	Sort by this field descending
Filter	Filter condition
Value	Value for the filter condition

Column order is set by dragging rows.

Tick at least one field in the Show column — otherwise the report will not build and the system will say so.

Saved Configurations

An assembled field set can be saved under a name and recalled from the saved configurations list. A configuration can be overwritten or deleted.

This is the builder's main advantage: a complex report is assembled once and opens in two clicks thereafter.

How to Use

1. Choose the report variant from the menu.
2. Set the sales point and period, if that variant offers them.
3. Tick the fields you need in the Show column.
4. Set groupings, totals, and sorting.
5. Optionally add filter conditions in the Filter and Value columns.
6. Click Build.
7. Save the configuration if you will need the report again.

Export

The finished report exports to Excel and PDF, or goes to print.

Tips

• Start small: tick 3–4 fields and build. A builder with every field enabled produces an unreadable table.
• Group without Total merely sorts rows together; to see per-group sums, enable both columns.
• The "No data for the selected period" message refers to the filters, not the fields: check the period and the conditions in the Value column.

Related

• Summary Report — a prebuilt sales summary
• Sales Act — detailed report on items sold
• Report Collection — a set of saved reports
• Stock Balance — prebuilt stock report