Choose the primary record type
The record type sets what each row of a report represents and which fields you can use. Pick it first, before columns, filters or totals.
Every report is built on one record type, the thing each row stands for. Pick it first: it decides the fields, filters and related totals the rest of the builder offers.
What can I report on?
- Orders and Order Lines (Sold Items) — whole orders, or one row per item sold.
- Products, SKUs / Variants and Inventory (Stock Levels) — your catalogue and stock on hand.
- Shipments, Returns (RMA) and Transfer Orders — fulfilment and movement.
- Purchase Orders, Vendors and Vendor Performance — buying.
- Customers, Channel Listings, Replenishment Suggestions, Cycle Count Variances and Daily Sales (Rollups).
Orders or Order Lines for a sales report?
Use Order Lines (Sold Items) when you want each product on its own row. That's what powers a "top products" or "units sold" report. Use Orders when you care about whole-order figures like order count or order total.
Tip. The dropdown only lists record types you have permission to read, so your list may be shorter than a colleague's. Ask an admin if you need access to one that's missing.
Common questions
Can I change the record type after I've built the report?
It's tied to the report, so switching it clears columns, filters and grouping that belonged to the old type. If you need a different base record, it's usually cleaner to build a new report.
Why is a record type missing from the dropdown?
You only see record types your role can read. Ask an owner or admin to grant the matching permission under Settings → Roles & Permissions.
Which record type counts units sold per product?
Order Lines (Sold Items). Each sold item is its own row, so you can group by product and sum the quantity. Orders would only give you whole-order totals.