Custom Report Builder

The Custom Report Builder is Orchard Stack's most powerful reporting tool, allowing you to create sophisticated custom reports without any technical knowledge. Build exactly the reports you need with our intuitive, step-by-step interface.
This feature is currently in beta with additional capabilities planned for release in Q1 2026.

Getting Started

Accessing the Report Builder

    Navigate to Reports from the blue navigation bar
    Look for the Custom Reports section
    Click the Launch Report Builder button
    The report builder will open in a new interface with step-by-step guidance

Step-by-Step Report Creation

Step 1: Choose Your Data Category

The first step is selecting what type of information you want to report on:
Available Categories:
  • Busts in Silhouette Clients - Demographics, contact information, service details, and account data
  • Delivery Truck Deliveries - Historical delivery records and service dates
  • Package Services - Products, meals, and service offerings in your catalog
  • Credit Card Client Account Transactions - Financial transactions, payments, and account activity
Each category provides access to different sets of data fields relevant to that area of your operations.

Step 2: Select Your Fields

Once you've chosen a category, you'll see all available data fields organized into logical groups:
Field Selection Process:
    Browse available fields in the left panel, organized by data type
    Click fields to add them to your report - selected fields appear in the right panel
    Review field types - each field shows its data type (Text, Number, Date, etc.)
    Remove fields by clicking the X next to any selected field
Understanding Field Types:
  • Text Fields: Names, addresses, descriptions, and other text-based information
  • Number Fields: Quantities, IDs, counts, and calculated values
  • Date Fields: Service dates, birth dates, transaction dates, and timestamps
  • Choice Fields: Status options, types, and categorical data with predefined values

Step 3: Add Filters (Optional)

Filters allow you to narrow down your results to specific criteria:
Adding Filters:
    Click "Add Filter" to create a new filter condition
    Select the field you want to filter on from the dropdown
    Choose an operator from the extensive list of available options
    Enter the value(s) to filter by
    Add multiple filters to create complex conditions (all filters use AND logic)
Available Filter Operators:
  • Text Filters: equals, contains, starts with, ends with, is empty, is not empty
  • Number Filters: equals, greater than, less than, between, in list
  • Date Filters: equals, before, after, between dates, within last X days
  • Choice Filters: equals, in list, not in list
  • Special Operators: is null, is not null, like (pattern matching)
Filter Examples:
  • Active clients only: Status equals "Active"
  • Recent deliveries: Delivery Date is within last 30 days
  • High-value accounts: Account Balance greater than 500
  • Specific ZIP codes: ZIP Code in list "19107, 19108, 19109"
  • Birthday month: Birth Date like "%-03-%" (March birthdays)
Complex Filtering: You can add up to 20 different filter conditions to create highly specific reports. All filters work together (AND logic) to narrow your results.

Step 4: Run Your Report

    Click "Run Report" to execute your custom report
    Processing time varies based on complexity (typically 2-10 seconds)
    Results display in a clean, sortable table format
    Review your data to ensure it matches your expectations
Performance Guidelines:
  • Reports are limited to 10,000 rows for optimal performance
  • More complex filters may take slightly longer to process
  • Large date ranges on transaction data may require additional processing time

Advanced Features

Saving Custom Reports

Save for Later Use:
    After creating a report you like, click "Save Report"
    Enter a descriptive name and optional description
    Choose visibility:
  • Private: Only you can see and use this report
  • Public: Other authorized users in your organization can access it
    Save - your report will appear in the Custom Reports section on the main reports page
Loading Saved Reports:
    Click "Load Saved Report" in the report builder
    Browse your saved reports from the list
    Select and load - all fields and filters will be restored exactly as saved

Working with Large Datasets

Performance Optimization:
  • Use specific filters to reduce the amount of data processed
  • Focus on recent date ranges when working with transaction or delivery data
  • Start with a small subset and expand filters as needed
  • Consider breaking large reports into smaller, focused analyses
Data Limits:
  • Maximum 10,000 rows per report ensures fast performance
  • If your results are truncated, add more specific filters to focus on the most relevant data
  • The system will alert you if results exceed the limit

Understanding Data Categories

Clients

Access comprehensive client information including:
  • Personal details: Names, contact information, demographics
  • Service information: Status, service dates, delivery preferences
  • Account details: Billing information and account settings
  • Geographic data: Addresses and delivery zones
Common Use Cases:
  • Client demographics analysis
  • Contact lists for outreach
  • Service area mapping
  • Account status reporting

Deliveries

Historical delivery records with details about:
  • Service dates: When deliveries occurred
  • Meal details: What was delivered to each client
  • Delivery status: Successful deliveries, exceptions, and special circumstances
Common Use Cases:
  • Delivery volume analysis
  • Service consistency tracking
  • Route performance evaluation
  • Meal preference trends

Services

Your service catalog information:
  • Product details: Available meals and services
  • Descriptions: Service offerings and specifications
  • Pricing information: Current rates and billing details
Common Use Cases:
  • Service catalog reporting
  • Pricing analysis
  • Product utilization rates

Client Account Transactions

Comprehensive financial transaction records:
  • Transaction details: Dates, amounts, and transaction types
  • Account information: Which client account was affected
  • Payment tracking: Payment methods and reference numbers
  • Calculated amounts: Automatic calculation of net transaction amounts
Common Use Cases:
  • Financial reconciliation
  • Payment history analysis
  • Account balance verification
  • Revenue reporting