Customizing Pepperi Reports

Select one of the Report templates from the Reports section in Pepperi Web Admin:

For details about each report template see the article: Reports.

Select a Date Range at the top.

 For a report containing items, you can click on the Change View button   and the view will change to Image View:

Click on the filter  button to modify the data included in the report:

You can modify the data included by filtering by any of the properties listen in the "Column" window on the left.

Select the criteria by which you wish to filter, in this example Group (or Secondary Category).

You can also select and deselect which properties to include as columns.

On the right side of the screen, indicate the values.

Click Save.

Then click the Save As button   and Save your report with a name.

Select "Save as Public" if you want the sales reps to be able to view the Report from their browser interface (PepperiiPad users can also login via a browser to view reports and place orders).

As soon as you save your first customized filtered report,a section in the reports table is added called My Reports, with your customized report available:

You can later modify or delete the customized report.

Select the report you wish to modify or delete.

To modify, make changes to the filter and Save.

To delete the customized report click the red delete button.