How to make a report in analysis grid and process to save it

Now, this report is one of those most demanding option customers asks for. From this option, you can make multiple reports type in your own customized way. 

This option of reports works in the pattern of the pivot table in Excel.

To Access Analysis you need to go to START button- Analysis- Product-wise sales. A window will open as shown in the image below.

Now you will have some fields to select for your report. 

DateRange - You need to select the Date Range of the report, On the basis of that date your report will generate. 

Report Type - You can select type via Summary/ Detail/Month Wise/ Day wise.

Transaction - In this tab you can select your report transaction type by clicking on the drop-down button. 

Series - If you are working on more than 1 series then you can also select a series with their name. 

Product - With this button you can apply multiple filters of your own choices on which you want your report to get generated. 

Sales Person - With the help of this you can generate a report of that specific individual or all salesperson. 

Customer - If you want to generate this report on a customer basis then you can also select customers also. 

Invoice attribute - if your invoice has some specific attribute then you can filter that also in the report type. 

Now once you are done with your fillers click on the VIEW button followed by the image given below. 

Now as you can see in the following image you have the option to add some fields in your report. You just have to tick mark the options you want to add to your report. As soon as you mark them they will start getting added to your analysis grid followed by the image given below. 

As you can see in the above image your report has been generated.

Now to customize your report you can drag and drop the fields in filters/ Rows/ Columns/ Values

According to your drag and droop your report will also generate.

You can see the Analysis grid / Chart form/ Raw Data followed by the image above.

How to Save the report of Analysis

Now followed by the process above you have successfully generated your report. Now for further workflow you want to save all the changes and you want that next time you open this report you may not apply all the filters again to generate this kind of report then you can also save this report here.

To save this report you can type the report name in the Save column and click on the SAVE button.

Now if you want to reopen this report you need to go to the Open column and click on the drop-down button, Your report name will reflect here. You just have to select the report name and click on the open button, your report will open then.