How to run a report

For everyone using reports · ~2 min read

Every report in BUZ works the same way: pick your parameters, Run Report, then read or export the result. Learn it once and all of them make sense.

Figure 1 — every report works the same way. (1) The report list on the left, grouped by area, with your favourites pinned on top. (2) The parameter panel — it collapses once the report has run, so select the header to change parameters. (3) Run Report. (4) The export buttons appear after a run: Print / PDF and Export Excel.

1. Choose the report from the list on the left.
2. Set the parameters in the panel at the top — dates, sales reps, statuses and so on.
3. Select Run Report.
4. Read the results, or export them.

Parameters

• Date ranges — nearly every report is bounded by dates. Check which kind of date it uses: some filter on when an order was taken, others on when it’s scheduled or when money was received. The label tells you.
• Multi-selects (Sales Reps, Order Status, Order Types) — leave one empty to include everything. The placeholder says so: All Sales Reps, All Statuses.
• Search boxes (Customer, Installer) — free text, matching part of a name.

Start wide, then narrow

Run it with the dates only and no other filters first. If the total looks right, add filters. If you filter first and the number looks wrong, you can’t tell whether it’s the data or the filter.

Export

Once a report has run, export it to work on the numbers elsewhere — into Excel for a pivot table, or to send to your accountant.

When a report comes back empty

In order of likelihood:

1. The date range — wrong window, or the wrong type of date for that report.
2. A filter is too narrow — a rep or status with nothing in it. Clear filters and re-run.
3. There genuinely isn’t any data — for example, Banking Transactions Summary is empty until deposit slips exist.

Beyond the built-in reports

If you need the data sliced your own way, use the OData feed with Excel or Power BI instead of exporting repeatedly.