Report, Document and Label Customization Basics

Overview

Finale Inventory allows you to create and customize reports on any plan level. Once you have created a report to meet your specific needs it can be exported in a number of formats, or utilized in our email, FTP, and Google Drive integrations. There are four main components to report customization:

• Data Sets
• Filters
• Primary Columns
• Calculated Columns

Data Sets

Data Sets determine the rows, columns, and parameters that are available to utilize within your report. You can think of a data set as a large spreadsheet of data that you will filter down to get the exact data you are looking for in your report. Each data set has a different group of data points available, so choosing the correct one is important. You can reference this article to learn more about each data set. 

Filters

Filters allow you to parse the report down to specific parameters, so that you are only looking at the data you want to see. Examples may be filtering a sales report by order date, or a stock report by a minimum or maximum quantity on hand. Additionally, you may use formulas to create custom filters. 

Primary and Calculated Columns

The report itself will consist of the data contained in your primary and calculated columns. Primary columns will typically be your sorting and formating columns, while the calculated columns will allow you to sum certain data within the data set. You can find more info on how calculated columns work here.

The video below covers how to customize a report in further detail, utilizing the above components. 

Customizing Templates for Documents and Labels

You can create new template to change not only the data displayed, but also the look and feel of PDF documents and labels created within Finale Inventory. The document templates are created using html and consist of a number of variables that can be added to utilize the data within your report. 

Document variables contained within your report can be added using the "Insert Variable into template content" dropdown within the template editor. Additionally you can reference the below articles for additional variables available depending on the data set used. 

Document Variables

The video below covers how to create and edit new templates.