Reporting help you to set a format of the file in which the reports of the stock will be exported.
Follow the step by step guide to set the format of the reporting in stock :
Step 1 : Go to Stock > click on the three dots > click on “Settings” > Navigate to Reporting > select “New”
Step 2 : Set the format of the report as follows :
Enter the report format NAME
File Name : This will be the name of the file which will be downloaded. In this scenario the downloaded file will be called “Company_Stock Report_13:15:00”
Note : the file name should have an extension. For example : .xls/ .csv etc
Delimiter : a character or symbol that separates or marks the beginning or end of your data.
Set prefix if required
Default Configuration : Once enabled, this will set the format as a default format to download report.
Add Product Export Field: Use this dropdown to include additional fields in the report. You can also customize the field names as they should appear in the exported file.
Customize Field Names: Adjust the names of the fields from the platform to display differently in the exported file as needed.
Step 3 : Click on “Create”
You have successfully created a format for the stock report.
