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How to Add Reports?

Note: Before you create a ‘Report’ you should create the Report Folder under which you wish to save it.

Step 1: To create a new report, go to ‘Reports’ menu.

report

Step 2: Click the ‘Add Report’ button at the right side corner of the webpage.

add-report

The report creation process consists of 2 steps.

Step 1: Report Details

reporting

a) Under the ‘Step 1’ tab, provide the name of the report in the ‘Report Name’ section.

b) In the description part, provide the information for which the report is being created or any other information that’s connected to the report.

c) Select the ‘Folder Name’ under which the report should be saved.

d) Select the module with which you want to create the report in the ‘Module’ section.

e) Select the related modules from the dropdown list which appears in the ‘Related Module’ section.

Note: The related modules selected here will form the rows of the report spreadsheet that’ll be generated.

f) Once done, click ‘Next’ button.

Step 2: Select Column

a) In the ‘Select Column’ section, values that are appropriate to the related modules you have chosen, will appear. Select those needed from the dropdown list and click ok.

select-column

Note: To add custom filters to the report you can make use of the ‘Filter’ section below.

b) Under the ‘Filter’ section, click the ‘+ Add Criteria’ button.

add-criteria

c) In the first dropdown that appears, you can either select ‘And’ or ‘If’ condition.

filter-criteria

d) The values selected as the column of your report will appear in the second dropdown. The next dropdown will have conditions ‘Is’ and ‘Is Not’.

And in the last field, you can select the values related to the column option selected in the second dropdown.

Example

If you select ‘And’ condition in the 1st dropdown list, ‘Product ID’ in the second dropdown list, ‘Is Not’ in the 3rd drop down field and choosing 117 in the 4th dropdown field, the report will generate the list of all products along with their information like product name, cost etc except the product with the ID ‘117’.

e) Now, click the ‘Save’ button.

save-report

The consolidated report will be created and you can export it as ‘.CSV’ or ‘.XLS’ files.

report-download

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