{"id":157871,"date":"2026-11-01T06:58:49","date_gmt":"2026-11-01T06:58:49","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=faq&p=157871"},"modified":"2026-11-10T11:34:35","modified_gmt":"2026-11-10T11:34:35","slug":"can-new-reports-be-added-other-than-those-in-the-system","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/can-new-reports-be-added-other-than-those-in-the-system\/","title":{"rendered":"Can New Reports Be Added Other Than Those in the System?"},"content":{"rendered":"
\n

Yes. You can create your own report (a custom report) for sales or for any other section from <\/span>Report Builder<\/strong><\/a>, either yourself step by step, or by describing the required report to the AI so it creates it for you.<\/span><\/p>\n

How to Access<\/h3>\n

From Reports<\/strong><\/a> Click Build<\/strong>\u00a0Your Report<\/strong>, or open Report Builder<\/strong><\/a> directly.<\/p>\n

Creating the Report with AI<\/h3>\n
    \n
  1. In Report Builder<\/strong> Click Build with AI<\/strong>.<\/li>\n
  2. In Describe your report<\/strong> Write what you want in your own language, such as: Revenue by client for this month, with paid and unpaid amounts<\/strong>, or Top 10 products by quantity sold this year<\/strong>.<\/li>\n
  3. Send the request; the AI creates the report and shows a summary of what it added. You can ask it for a change, or ask it about the fields.<\/li>\n
  4. Review the report from Preview<\/strong>, then click Save<\/strong>.<\/li>\n<\/ol>\n
    \n

    \ud83d\udec8<\/span><\/p>\n

    Note:<\/strong> Each AI request consumes from the balance of AI Coins<\/strong> in your account, and the balance and the cost of each reply appear in the chat window. The feature is currently Beta<\/strong>.<\/p>\n<\/div>\n

    Creating the Report Manually<\/h3>\n

    You can build the report or edit what the AI created through these steps:<\/p>\n

      \n
    1. Data Source<\/strong>: choose the main data of the report, such as invoices, and the data related to it.<\/li>\n
    2. Columns and Totals<\/strong>: set the columns, values, and totals.<\/li>\n
    3. Conditions<\/strong>: set the data that appears in the report.<\/li>\n
    4. Grouping and Sorting<\/strong>: group and sort the results.<\/li>\n
    5. Visualization<\/strong>: add charts and set the table format.<\/li>\n<\/ol>\n

      Then click Check Report<\/strong> and Preview<\/strong>, then Save<\/strong>.<\/p>\n

      Where do I find the report after saving it?<\/h3>\n

      The report appears in Reports<\/strong><\/a> under Custom Reports<\/strong> in the tab you created it from, and you can open and edit it at any time.<\/p>\n

      Customizing a Ready Report Without Creating a New One<\/h3>\n

      If you only want to hide columns from a ready sales report, click Settings<\/strong> on the report page, then choose the columns from Choose columns to hide<\/strong>, and click Save Settings<\/strong>.<\/p>\n

      \n

      \ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> Appears in Report Builder<\/strong> only the data your permissions allow you to access. The account owner, or the employee whose role has Admin<\/strong>, sets the roles that can view each report.<\/p>\n<\/div>\n<\/div>\n","protected":false},"author":38,"template":"","categories":[2101,2094,2093,9005,6953,9338,9345,10380,9342,7849],"tags":[13517,29786,29785,29783,29788,29787,29784,21931,4082,8736],"class_list":["post-157871","faq","type-faq","status-publish","hentry","category-sales-reports","category-accounting-reports","category-reports","category-cheque-reports","category-clients-reports","category-manufacturing-reports","category-pnr-reports","category-rental-reports","category-sms-reports","category-store-reports","tag-ai-coins","tag-ai-reports","tag-create-your-report","tag-custom-reports","tag-hide-report-columns","tag-new-reports","tag-report-builder","tag-report-permissions","tag-reports","tag-sales-reports"],"yoast_head":"\nCan New Reports Be Added Other Than Those in the System? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/can-new-reports-be-added-other-than-those-in-the-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Can New Reports Be Added Other Than Those in the System? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Yes. You can create your own report (a custom report) for sales or for any other section from Report Builder, either yourself step by step, or by describing the required report to the AI so it creates it for you. How to Access From Reports Click Build\u00a0Your Report, or open Report Builder directly. 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