Overview
There are more than 30 pre-made reports available. You can run them as-is or customise them with variables to filter by specific accounts or warehouses.1
Access Reports
Click the dropdown menu next to your name and select My Reports.
2
View available reports
You will see a list of all pre-set reports on screen.
3
Run a report
Click the Run button next to your chosen report. It downloads as an Excel CSV file.
4
Open report settings for customisation
Click the report’s name to view its General Settings and Report Fields.
5
Add variables
Scroll to the Variables section and click +New.
6
Fill in variable details
- Parameter Name — choose
account_idorwarehouse_idfrom the dropdown - Variable Value — enter the matching ID number
- Prompt — tick this box to be asked to confirm each time you run the report
7
Save the variable
Click Save. Add more variables if needed.
In what format are reports downloaded?
In what format are reports downloaded?
Reports are downloaded in Excel CSV format.
What does the Prompt option do?
What does the Prompt option do?
When enabled, it asks you to confirm the account or warehouse each time you run the report.