Custom Item Report

Track, filter, and manage custom products with ease

The Custom Item Report in Appliance.io gives you detailed insights into every custom product a customer has purchased. Each item is tracked individually, with key details like model number, product name, and price — all neatly organized in one place.

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📍 Accessing the Report

• From the sidebar, click Reports

• Select Custom Item Report

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🔍 Filters & Reset

At the top, you’ll find two filters:

• Order Number search bar

• Location dropdown

👉 Quick tip: click Reset Filter anytime to clear all filters and start fresh.

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📤 Exporting the Report

Need to save or share the data? Click Export to download your report in PDF, Excel, or CSV.

⚠️ Keep in mind: your export will always reflect the filters you currently have applied.

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📑 Report Tabs

The report is divided into three main tabs:

1. Open – Custom products added through an order page. These are newly added and still pending action.

2. Resolved – Custom products that have been registered to inventory. Marked as resolved manually.

3. Not a Product/Other – Items flagged as “not a product” or “other.”

Items automatically move to the correct tab once their status changes.

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🔎 Report Details

Each tab includes useful columns:

• Order Date

• Order Number

• Model

• Product Name

• Price

• Status

You can:

• Click the Order Number to open that order’s page.

• Use the Status dropdown to change an item’s status to one of the other two options.

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🎉 You’re Ready!

The Custom Item Report makes it simple to track, filter, and update all your custom products — keeping everything organized and easy to manage.