Summary
The reporting function allows you to be able to generate predefined reports with date parameters such as open purchases, open sales, total inventory, inventory by warehouse, HVI data reports and more.
Reports Guide
How to generate reports
Navigate to the Reports page through the Side-Bar navigation.
Locate the specific report you need. Reports are typically categorised by area if set up by your administrator.
Fill in the necessary fields/parameters to generate the report, such as date or date range.
Click on the "Download" button.
How to create a Report using Core Templates
Note: This feature is available only for Admin Users. If you do not have admin status, please contact your company's admin user to grant you access.
Navigate to Settings:
Access the Settings option in the sidebar at the bottom of the page.
Access Reports:
Once in Settings, select "Reports" from the secondary navigation.
Create a New Report:
Click on "Create New Report."
A pop-up will appear, prompting you to select a template for the new report. Choose a template and provide a title for the new report, then click 'OK.'
Edit the Report:
After creating the report, you'll be directed to a new screen where you can edit its details.
In the top section, add a description for the report to help other users understand its purpose.
Below the description, you'll find an option to allow users within your company to generate this report. Unchecking this box removes the report from the Reports page.
Set Report Parameters:
In the Report Parameters Table (First Tab in the bottom section), define the parameters your team needs to input before generating the report. Required parameters are indicated by a tag and will automatically be added as filters.
Check the box in the filter column to add more parameters for your report.
Add Report Columns:
Switch to the second tab in the bottom section of the report edit page to add columns.
You can add specific columns by selecting '+ Add New Column' or add all columns at once by selecting '+ Auto Add All'.
Edit each column's Display Name, Format Cells, and Transform Cells as needed.
Reorder columns using the arrows, or delete a column by clicking on the trashcan icon.
Save Your Report:
Once you've added and edited the columns, click 'Save' to save your progress.
If you enabled the 'Enable on Reports Page' checkbox, the report will now appear on the Reports page and can be generated by users.
Following these steps, you can create a new report tailored to your specific needs in Croperations.