With our 29.3.0 release, we introduced the Reports Library, a powerful tool designed to empower users with self-service reporting capabilities. Say goodbye to waiting for custom report requests! With the Reports Module, you can now directly access and pull a variety of pre-built reports from the comprehensive Reports Library.
Note: Users will need the role permission 'Account Reports' and/or assigned to the 'Administration: Account Super User' role to access the reports library.
Navigating to the Reports Library
From the Main Dashboard, please click on the 'Settings' icon.
If granted the reports permission, you will see the reports option in the left hand panel. Click on this option to open the Reports Library.
Reports Full Table Overview
The Reports Library full table has 6 column options: Action, Module, Name, Description, Type, & Last Downloaded. These columns can be removed/added via the column icon highlighted below.
Action: Reports are available for download via an Excel or CSV file.
Module: The module is listed for the accompanying report.
Name: Name of the report.
Description: Description of the report.
Type: All stock reports are labeled as 'Standard'. If your company has custom reports that we send, they will be loaded on this table and marked as 'Custom'.
Last Downloaded: Lists the time and date when the report was downloaded last.
Downloading Reports
Downloading the reports is very simple! Please click on either the Excel or CSV icon to download the report.
The downloaded report(s) will be in your 'My Downloads' section.
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