Custom Reporting in Streamline

What Is Custom Reporting? #

Streamline’s Custom Reporting lets you create detailed, flexible reports tailored to your business needs. You can generate one report or multiple sets of reports at once — perfect for teams needing real-time data without complexity.

Key Benefits: #

• One-click Report Generation – Save and reuse reports with the “Shortcuts” feature.
• Schedule Report Emails – Automatically send reports to users (no need to log in).
• Mobile & Printer Friendly – Print directly from your phone using WiFi printers.

Structuring Your Data for Reports #

To build powerful reports, you first need to structure your data by adding relevant attributes (columns) to:

1. Item Catalogue
2. Customer List
3. Addresses

These attributes allow you to group, filter, and pivot the data for clear analysis.

Sample Report Types #

Here are 4 examples of how custom reporting can be used in a bakery or food production setup:

1. Slicing Report – Track product slicing by time or type.
2. Department Split Report – Break production into Pastry, Bread, and Kitchen outputs.
3. Sales by Customer Type – Understand who buys what (retail vs wholesale).
4. Address Type Report – Analyze delivery data by residential vs commercial addresses.