General Reporting Features

Before diving into specific reports, here are some common features you will find across most of them:

Finding & Opening a Report

Running Reports: There are several ways to locate and open a specific report:

Scroll and Locate: Scroll up and down the list to find the desired report.
Pagination: If the report is not on the first page, use the page navigation options to switch between pages.
Search Function: The most efficient way is to use the search bar. Simply type all or part of the report name (e.g., "Inventory Receiving") to filter the list.
Run Report: Once desired report is located, click Run Report icon next to its name to open it.

Navigating a Report

Navigating Report Scroll Bars

Because reports often contain embedded tables, you may see two vertical scroll bars on the right and a horizontal scroll bar at the bottom of the report.

Outer Vertical Scroll Bar: Moves the entire Web page.
Inner Vertical Scroll Bar: Moves the data rows inside the table.
Horizontal Scroll Bar: Moves the data columns inside the table.
How to scroll the table: Hover your mouse over the data rows and use your scroll wheel, trackpad, or keyboard arrow keys.

Show Field

By default, the Show field displays 200 asset records. Select a different value (10, 20, 50, 100, or All) to adjust the number of records shown.

Sort by Name

Single Column: Click Name column header to sort reports alphabetically (bolder up arrow key denotes ascending A-Z and bolder down arrow key denotes descending Z-A).
Multiple Columns: Hold Shift + click column headers to sort by more than one column at a time.

Filtering Data

Dynamic Date Filters

Many reports include a date filter for the module you are viewing.

Default: This is typically set for the last 30 days or last month to optimize system performance and provide immediate, relevant insights.
Customization: You can easily change this to the last month, last year, or define a custom date range.
Refer to Limitations article for further information.

How the Date Filter Works

The Date filter offers advanced options:

Range Type:
- Last: Select options like "Last Month," "Last Week," "Last 7 Days." This shows the actual time range selected.
- Advanced: This allows you to define the Start and End values using complex expressions, such as datetime ("now"), dateadd([datetime], [integer], [dateunit]), and other supported functions.
- Current: Select options like "Current Day," or "Current Month."
- No Filter: Displays all data without a date range restriction.
- Previous: Select options like "Previous Month," or "Previous Week."
- Custom:
  - Relative Date Time: Choose a relative period, e.g., "7 days before" data.
  - Specific Date Time: Select a precise start and end date from a calendar.

Applying Filters

After selecting the preferred filters date range, remember to click Apply in the top right corner. The date range filter has its own apply button but does not run on the report until the overall filter apply button is selected.

Clearing

Click X next to an individual filter to clear it or click Clear All to reset all filters, then select Apply.

What to Expect

Check the Data Range

If you do not see any data, a quick check of the date range is often the solution, as some reports might not have recent activity.

Data Updates

Report data refreshes in max 90 mins of interval. The data date range may also be limited, refer to Limitations section.

Loading Time

Most reports load in less than 5 seconds, though some might take a few moments longer depending on the volume of data being processed.

Blank Cells

If you see an empty cell, it means the source system had no data for that field. This is intentional and helps keep the report clean and accurate

Saving & Managing Views

Saving Views

Click Save & Schedule drop-down menu and then select Save New View on any of the report. Enter the desired report name in the View Name field and click Save View.

Deleting View

Click View drop-down menu, select pencil icon.

On the View screen, click trash icon.
On the pop-up, click Yes. The view will be deleted.

Update View

This feature will appear after creating Save New View for the report to quickly update the changes.

Scheduling Reports

Click Save & Schedule drop-down menu and select Save New View.

Perform the following on the View screen and select Save View:
- Check the Schedule button.
- Format: Select the format (XLSX or CSV) from the drop-down menu.
- Frequency: Set the frequency (e.g., daily, weekly, monthly, or yearly) that best suits your needs.
- Start Date and End Date: Define a start date (an end date is optional).
- Send To: Manually enter the recipients’ email address in the text box, separated by commas.
OR

Click + Select Emails button to select the receiver by checking the boxes or typing details (Emp ID, First, Last, Email, Type with customization options and Role) on the User Emails screen and then click Add Emails.
- Alert: You can add up to 50 user email addresses only.

Exporting

All reports can be exported in a CSV or XLSX file.

Go to top right corner on any report dashboard, click Export drop-down menu.
Select XLSX or CSV.

Save the file in your folder.

NOTE Exporting to CSV or XLSX includes only the underlying detailed data. Charts, graphs, and other visualizations are not included in the exported file.

My Reports tab

The My Reports tab provides quick access to your saved report views, allowing you to open your preferred report configuration without having to reapply filters or settings. If a saved view includes a scheduled report, the associated schedule details are also displayed.