Using the Report Wizard
Build custom reports step-by-step using Bepoz's Report Wizard.
Introduction
The Report Wizard in Bepoz is a flexible tool that allows users to create customised reports using a step-by-step process. Unlike predefined reports, the Report Wizard gives you control over which fields to include, how to filter data, and how the output is sorted or grouped.
Whether you need a simple product export or a complex multi-store analysis, the Report Wizard is built for users who want control and clarity.
Accessing the Report Wizard
- Go to Back Office > Reports > Report Wizard.
- Choose your report type (e.g. Stock, Sales, Account).
- Select fields to include, apply filters, and choose sorting.
- Generate and review the results. Export if needed.
Key Features of the Report Wizard
Report Type Selection
Choose from multiple report types including Sales, Stock Levels, Customer Accounts, Product Catalogues, and more.
Field Selector
Select only the data columns you want to include. These could be:
• Product Names
• Quantities
• Store Names
• Supplier Codes
• Pricing, Costs, Margins
Filter Builder
Apply filters to focus your report:
• By date range
• By store or store group
• By category, supplier, POS group, etc.
Sorting
Sort by one or more fields (e.g. sort by Store Name, then by Product Name).
Layout Settings
You can configure the output for:
• Grouped data
• Page breaks by store or department
• Totals and subtotals
FAQs
Q: Can I export Report Wizard output?
Yes. After running the report, you can export it as a CSV or Excel file.
Q: Is the Report Wizard available to all users?
Only operators with the correct permissions can access the Report Wizard.
Q: Can I schedule Report Wizard reports?
No, the Report Wizard is designed for ad hoc reporting, not automation or scheduling.