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.
📍 Accessing the Report
From the sidebar, click Reports
Select Custom Item Report
🔍 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.
📤 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.
📑 Report Tabs
The report is divided into three main tabs:
Open – Custom products added through an order page. These are newly added and still pending action.
Resolved – Custom products that have been registered to inventory. Marked as resolved manually.
Not a Product/Other – Items flagged as “not a product” or “other.”
Items automatically move to the correct tab once their status changes.
🔎 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.
🎉 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.