For necessary background, please preread Mastering Reporting and Data before proceeding with this article.
Purpose
This article explains how to access, filter, and export Standard Reports in the app. Standard Reports provide ready-made views of your core inventory, order, and supplier data for routine analysis and performance tracking.
Step 1: Find a Report by Drilling Into a Screen
Most Standard Reports are accessed by drilling into a specific KPI or screen.
Navigate to a screen with the data you need, for example the Dashboard, Orders, or Suppliers screen.
Click an interactive element to open a detailed report. Common drill in points include:
The large value on a KPI panel, for example clicking the total Excess stock value on the Dashboard.
The Full report button at the bottom of a Top 5 list.
A specific number in a data column, for example clicking the number in the Open purchase orders column on the Suppliers screen.
Step 2: Filter and Sort the Report
Once the report is displayed, you can refine the data before downloading.
To sort the data, click any column heading. One click sorts in descending order, a second click sorts in ascending order.
To filter the data, click the Filter button.
Select the subset of data by filtering on values such as on-hand, cost, sales, product information, supplier information, classification, and groups.
Click the Apply Filter button to apply your selection to the report, or Clear Filter to discard the changes.
Step 3: Download the Report
Once you have filtered and sorted the report to your liking, locate the action buttons at the bottom right of the screen.
Click the CSV or Excel icon to download the report to your computer.
⚠️ Watchouts
Export limit: You can only download a maximum of 20 000 records at one time. If you need to export more than this, first use filters to narrow the selection into smaller batches.
Data accuracy: Reports reflect what is currently in the system. If your master data is inaccurate, your results will be unreliable.
Time sensitivity: Standard Reports capture live system data and may change as new transactions are processed.
💡 Tips
Smart filtering: Apply filters before exporting so you work only with the data you need.
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