ProdSys offers powerful data grid functionality that allows users to create custom data extracts for reporting purposes. By defining columns, sorting, grouping, and applying filters, you can organize data in a meaningful way and export the results to Excel or CSV formats. Additionally, you can save these configurations for future use, making reporting efficient and tailored to your business needs. Here’s how you can effectively use data grids in ProdSys to build data extracts:
Step 1: Access the Data Grid
Log in to ProdSys: Start by logging into your ProdSys account with your credentials.
Navigate to the Relevant Module: Data grids are available across different modules in ProdSys (e.g., Orders, Inventory, Finance). Select the module from which you want to extract data. For example, go to the "Orders" section to extract data related to orders.
Step 2: Customize the Data Grid
Select Columns: You can customize which columns are displayed in the grid. Click on the Action menu "Three dots" and select Column Chooser (usually located at the top right of the grid). Select or deselect columns as needed for your report. Drag and drop columns to arrange them in the desired order.
Apply Sorting: To organize the data, click on the column headers to sort the data in ascending or descending order. For example, sort by “Order Date” to organize orders chronologically.
Grouping Data: If you want to group the data by specific criteria, drag the column header to the Group By area at the top of the grid. You can group by multiple columns if needed, such as by Customer or Product Category.
Filter Data: Apply filters to narrow down the data. Click on the Filter icon (often represented by a funnel) in the column header. Set specific criteria for the filter, such as filtering by date range, product type, or customer.
Step 3: Save the Grid Configuration
Once you’ve customized the grid with your preferred columns, sorting, grouping, and filters, you can save the layout for future use.
Save Layout: Click on the Action Menu (three dots) at the top right of the grid. Select Layout. Provide a name for the layout, and save it. This allows you to quickly load this configuration the next time you need similar data. Select Share to share it with other users.
Load Saved Layout: To access a previously saved layout, return to the Action Menu and choose Layout. Select the desired layout go to Action Menu (three dots) , and select Use or doubleclick to use.
Step 4: Export the Data
After setting up the grid to display the data you need, you can export it for external use.
Export to Excel or CSV: Click on the Action Menu (three dots) select Export button. Choose whether you want to export the data to Excel or CSV format. The data will download as a file, which you can open and further analyze in spreadsheet programs.
Step 5: Regular Use and Adjustments
Modify and Re-save Layouts: As business needs change, you can adjust your grid configurations. Make modifications to columns, filters, and groupings and save the updated layout for future use.
Real-Time Data Updates: The data displayed in the grid is dynamic and reflects real-time updates. Each time you load a saved layout, you’ll see the most current data in the selected format.
Benefits of Using Data Grids in ProdSys
Customizable Layout: Define which data is most important to you, and tailor the grid to meet your reporting needs.
Real-Time Data: Work with the latest data at all times, ensuring that your reports reflect the current state of your business.
Efficiency: Save layouts and reuse them whenever needed, cutting down the time required to create reports from scratch.
Flexibility: Export data in formats that work best for your organization, whether for sharing with stakeholders or further analysis in Excel.
By following these steps, you can easily leverage data grids in ProdSys to build detailed reports and data extracts that are tailored to your business needs. The ability to customize, export, and save your configurations ensures that you have efficient, repeatable processes for generating reports.