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InVintory Help

How to create a custom report

A custom report is a reporting dashboard we build for your collection and hang behind its own Custom Reporting tab on iPad. You tell us what you want measured, we build it, and from then on it draws on your live collection every time you open it.

There is nothing to build inside the app. Custom Reporting is not a report builder — there are no dimensions or measures to pick, and no reports to save. Until a dashboard has been set up for your collection, the tab reads There was a problem loading your dashboard. Please contact support for assistance. That is the normal starting point, not a fault.

Asking for a report

Section titled “Asking for a report”
  1. Write down the question you want answered — spend by region each quarter, bottles sold per producer, stock turned over per fridge.
  2. Email it to support@invintory.com, naming the collection it is for.
  3. We build the dashboard and attach it to that collection. Nothing changes on your side.
  4. Open InVintory on iPad and tap Custom Reporting in the sidebar.

Opening it

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iPad → sidebar → Custom Reporting

The dashboard is fetched fresh when the tab opens, and again each time you come back to it, so the figures are always current. There is no refresh button and nothing to re-run. What you see is the dashboard itself — its charts, its tables, and whatever filter controls it was built with.

If a chart or table offers a download, tapping it hands the file straight to the iOS share sheet, so you can mail it, AirDrop it or drop it into Files. Nothing is stored inside the app.

Where it works

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Custom Reporting is iPad only. There is no Custom Reporting tab on iPhone, none in the Android app, and none on app.invintory.com.

When you want something else

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What you want Where to go
Charts of what you added, drank and spent Analytics on your home screen
A guest-facing list you can print or send Create Wine List
Every bottle and every column, as a spreadsheet Export
A measure or a cut none of those covers A custom report

Next steps

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