Article Contents
Introduction
On most pages of the WISK Web Portal, you can toggle between different reporting views on the top-left.
Pages have preset reporting views, but you can also create your own to customize the display.
You can choose which columns to show, as well as sort, group, and filter your data. This allows you to create custom reports.
Once everything is set up to your liking, you can export the data in the table to an XLS or PDF file if needed.
Default / Suggested Reports
On each page of the WISK Web Portal, there's a default reporting view. Click the current reporting view to see the suggested reports.
The available reports vary depending on the current page, and help group and filter your data. Click a report to switch to it.
Note: You can't edit the suggested reports, but you can make copies of them and customize as needed. You can also create brand new reports.
Adding a Report
When you add a reporting view, you can either:
make a copy of an existing report, or
create a brand new one
You can then customize it and toggle between other reports as needed.
When you add a report, any user in the venue can select it (if they can access the page), and it's visible if accessing your account from another computer or browser.
Copy an Existing Report
To make a copy of an existing report, either:
Click the "..." button beside a report, then "Clone", or
Click the Gear icon, then the "Clone current view" button
Note: The new report is added with "copy" beside the name, and you can begin customizing it
Creating a New Report
To create a new a report:
"Add report" from the drop-down menu
Enter a name that describes the report and click "OK". You can change the name later if needed
The report now appear under "Your reports" and is the active view
Renaming / Deleting a Report
If you create a report and want to rename or delete it, click the "..." button beside it and select the corresponding option.
Customization Options
After adding a report, click the gear icon to begin customizing it.
The following customization options are available:
All of these options can be combined to display your data in a format that works best for you.
Columns
Under the "Columns" section, you’ll see a list of every column that is available on that page. Click the checkbox beside a column to toggle it on or off.
For a description of the column, hover your cursor over the information icon beside it.
Note: If using Custom Fields, they'll appear in the columns list. To learn more, see:
Rearranging Columns
To change the order of your visible columns, drag and drop the columns on the list.
Sort
The sort feature allows you to sort your data based on a selected attribute, either ascending or descending. It also supports multiple levels of sorting.
To sort your items:
Click "Sort"
Click the + button beside “Sort by”
Note: Depending on the page, there may already be one level of sorting active (usually by Title). You can click the “x” button to remove it.
Scroll through the list and select the attribute/column that you want to sort by
Click the corresponding arrow if you want the data to be displayed descending (left) or ascending (right)
The data is sorted based on the selected attribute
Advanced Sorting
If you wish to add another level of sorting, click the arrow beside “Then by” and follow the steps above.
The hierarchy of sorting is based on the order they were applied, but you can drag and drop to rearrange the sort order.
In the example below, the data has been sorted by distributor in ascending order, and then by title in ascending order.
Note: If you try to re-arrange the sorting on groupings, you may be blocked from moving the highest level of sorting. In that case, the drag and drop icon will be transparent.
Grouping
Grouping is used to visually separate and group data in the table. You can even create groups and then use them when sorting.
To group your items:
Click "Grouping"
Click the + button beside "Group By"
Scroll through the list and select the attribute/column that you want to group by
Your items are grouped by the selected attribute. You can expand grouped items by clicking the arrow beside them, or the "..." button that appears when you place your cursor over them
Additional Grouping
If you want to add another level of grouping, click the “+” button beside "Then by" and select another attribute.
This grouping nests under the existing grouping, and you can drag them to re-order if necessary.
In this example, we have grouped the items by category, and then by measurement size:
Overall, the grouping feature is very flexible, especially if using custom fields. This opens up countless possibilities for grouping your items.
For example, if you create a custom field called "Color", and add red, yellow, and blue as options, you can then group your items based on the color indicated.
You can learn more about custom fields here:
Filters
Filters are used to display data that matches the outlined criteria.
Note: Depending on the page of the Web Portal, there may already be some pre-defined filters that you can apply.
To apply a filter:
Click "Filters"
Click the + button beside "Add Filter"
Click “Field” and select the field/attribute to filter by from the dropdown
Click the dropdown menu on the right. This defines how you filter the selected attributes. The options you see depend on the chosen field/attribute.
If the field has a list of defined values, such as distributor or category, your options are as follows:
If the field is a string of characters, such as title or distributor code, your options are as follows:
In this example, it's set to filter based on "distributor" and "Is one of". We then click the drop-down menu and add distributors from list (you can select more than one).
The filter is applied, and you can add additional filters (and, or) if desired
In this example, we added an “And” filter of a measurement size of 750ml.
As a result, it only displays items where the distributor is “Sample Distributor, and the measurement size is 750ml.
Switching Between Reports
After setting up your reporting views for a page, you can toggle between them as needed.
To switch between your reports:
Click the active report
Click the report you want to switch to
The selected report displays. The menu remains open allowing you to switch between reports as needed. You can close it by clicking the active report name on the top-left
