Creating Reports
The Reporting module allows you to create reports to track inventory, orders, and other activities.
You can generate reports in the following categories:
- Inventory
- Inventory Reconciliation
- Sales Orders
- Production
- Financial
To create a report, select the Reports module under Reporting from the horizontal menu.
Click on the item you want to generate a report for.
In the expanded section that appears, click the Create button.
Once the report is ready, the Download button will turn blue. Some report types will also display a View button that will turn blue once ready.
To download the resulting report as a CSV file, click the Download button.
To view the resulting report on the same page, click the View button.
Some report types allow you to set a particular date range to tailor the results to that timeframe. Type in a Start Date and an End Date, or select the dates from the dropdown calendars that appear upon clicking into the field, then click Create.
