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.