The LoMag warehouse software enables the creation of custom reports. These reports can be generated for many types, e.g., warehouse documents, cash transactions, orders, items, and more. This feature allows users to preview all desired data from the warehouse(s) within a specific time range.
To create a new custom report, click the Reports module at the top and from the dropdown menu select Custom Reports, then choose Creator of dedicated reports.
This will display a new window for generating custom reports. In the first step of the wizard, select the report type. This example uses Items on stock, but all other reports follow the same process. Select the desired option and click Next.
In step two, choose the fields you want included in your custom report. You must select at least one of two parameters: ID Warehouse or ID Item. If neither is selected, the software will prompt you to include one. Once fields are selected, click Next.
Step three will be skipped for now. Its functionality is described in section 3. Without applying grouping, click Next to proceed.
In step four, optionally select fields for quick search. In this example, Name is selected. You can reorder columns using the arrows on the right. Once done, click Next.
In the final step, name your report. To enable quick search on a column, select it from the dropdown. If none is chosen, the report will not include quick search.
Choose whether the report should be limited to the current warehouse by checking the appropriate box, or include all warehouses by leaving it unchecked.
To automatically open the report after creation, check the Open report after the creator is finished box. Click Quit to generate and open your report.
The generated report will show the selected columns (from step two) in the chosen order (from step four). At the top is search field based on column chosen in step four. The final quick search field was defined in the last step for the "Unit" column. You can export the report to Excel or print it.
LoMag allows for advanced date filters in reports. In step two, select a date-based column, e.g., Date Created.
This enables a time filter option in step four of the report wizard.
The generated report allows filtering by year, quarter, month, or a specific date range in the lower-left panel.
LoMag allows grouping of items by selected criteria. For this example, a new item was added under the "sport" group named "rental" with the unit "hour". Start the wizard, select "Stock Items", then click "Next".
In step two, select parameters: ID Warehouse, Group, and Stock Level Click Next.
In step three, enable Group Values at the top. Then select the column to group by (e.g., Stock).
Note: Grouping is only available for numeric columns!
Select the method from the dropdown:
The example shows items being grouped by Stoc level per group. Click Next and complete the wizard.
This generated report sums stock for each group.
Previously, grouping was done by one column (Group). For multiple columns, they must be compatible; otherwise, the report will show separate rows for each unique combination.
In step two, select Group, ID Warehouse, Stock, and Unit columns. Click Next.
In step four, apply grouping on Stock level with SUM method.
The final report shows that the "other" group was split into two due to different units.
Once created, reports are saved for reuse. Access them via Reports > Custom Reports and select from the list.
Selecting "Manage Custom Reports" opens a window to add, export, or delete reports.
The bottom menu has five icons (left to right):
Advanced users familiar with SQL and XML structure can manually edit reports and import them into LoMag.
To view the structure, export a report and open the file using Notepad or a code editor like Sublime Text.
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