Report Settings

April 23, 2020 04:47

Go to Configuration --> Report Settings

This feature allows the user to setup the report settings (including Over stocked/ Under Stocked Reporting and Reporting Dates).

Over Stocked/Under Stocked Settings

Go to Configuration --> Report Settings --> Over Stocked/Under Stocked Settings

Over Stock/ Under Stock % Value : Select the (%) value from the dropdown.

Secondary Classification : Select the secondary classification (Department, Category, Subcategory) from the dropdown

Reporting Date

Overview

Go to Configuration --> Report Settings --> Reporting Date

User has the ability to create custom date ranges for all reports. This allows for easy access to the date ranges they use most often. As a default there are 6 pre-defined date ranges (Current Day, Current Month, Current year, Previous Day, Previous Month, Previous Year) the user can create a custom date range to replace these ones.

Configure reporting Date

Go to Configuration --> Report Settings --> Reporting Date --> Configure Reporting Date

Steps to create a new date range

Custom Report Name : Create a name for the date range

Number in Reporting Period : Indicate # of Days, Months, or years in the date range

Select if this will be using Hours, Days, Months, or Years as the unit of measure

Sample: If user selects "3" and Months and today's date is December 15th, when you run a report using this date range the data will be for Sept 15 - Dec 15

Configure Reporting Date Button

Go to Configuration --> Report Settings --> Reporting Date --> Configure Reporting Date Button

Steps to create the Date Button Selection

From the list of custom report ranges created (in the Configured Dates column) select the 6 date ranges that you want to appear on all reports. Press Save.

Sample Report Settings with Customized Date Ranges:

Modify Reporting Date

Go to Configuration --> Report Settings --> Reporting Date --> Modify Reporting Date

Select the reporting date you want to modify from the list available. Make necessary changes and save.

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