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Introduction to Reports in ProdSys
Introduction to Reports in ProdSys
Updated over 2 months ago

ProdSys offers a powerful reporting feature that enables businesses to gain insights into their operations across various modules. Whether you need reports for sales, inventory, finance, or employee performance, ProdSys provides flexible tools for generating both standard and custom reports tailored to your specific business needs. The reporting system is designed to streamline data collection, enhance decision-making, and improve operational efficiency.

Key Features of Reporting in ProdSys

  • Standard and Customizable Reports: ProdSys includes several predefined reports connected to different modules such as orders, inventory, finance, and HR. Additionally, users can create custom reports by selecting specific data fields, filters, and formats.

  • Cross-Module Integration: Reports can be generated from any module, including Orders, Projects, Articles, Finance, and more, providing a comprehensive view of your business activities.

  • Data Grids for Custom Data Extracts: ProdSys offers data grid functionality, allowing users to define columns, sorting, filtering, and grouping to build custom data extracts. These extracts can be saved for future use or exported in various formats like Excel or CSV.

  • Multilingual Reports: Reports can be generated in multiple languages, making it easy for global teams to access and understand data.

How to Create Reports in ProdSys

  1. Access Predefined Reports:
    ProdSys provides a range of predefined reports that can be accessed directly from the "Reports" section. These reports cover common business functions such as sales analysis, inventory levels, and financial summaries.

  2. Custom Data Grids for Reporting:
    Users can leverage the data grids in various modules to build custom data extracts. By selecting columns, applying filters, and sorting data, you can generate detailed reports that meet specific business requirements.

  3. Saving and Exporting Reports:
    Once a report is generated, it can be saved for future use. Users can also export reports in Excel or CSV formats for further analysis or sharing with stakeholders.

Types of Reports You Can Generate in ProdSys

  • Order Reports: Analyze order status, delivery timelines, and invoicing details.

  • Financial Reports: Monitor revenue, expenses, budgets, and profitability.

  • Inventory Reports: Track stock levels, movement, and product demand.

  • Project Reports: Manage project timelines, task completion, and resource allocation.

  • HR Reports: Review employee performance, attendance, and scheduling.

Benefits of Using ProdSys Reports

  • Enhanced Decision-Making: Access real-time data to make informed business decisions.

  • Operational Efficiency: Save time by automating the report generation process and using saved layouts.

  • Improved Data Accuracy: Ensure data integrity by working with dynamic, real-time information.

  • Customizable and Flexible: Tailor reports to suit your specific business needs and operational goals.

With ProdSys, reporting becomes a seamless and intuitive process that helps businesses gain valuable insights and maintain control over their operations.

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