> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Reports

> How to access, run, and customise the 30+ pre-made reports with variables for specific accounts or warehouses.

## 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.

<Steps>
  <Step title="Access Reports">
    Click the dropdown menu next to your name and select **My Reports**.
  </Step>

  <Step title="View available reports">
    You will see a list of all pre-set reports on screen.
  </Step>

  <Step title="Run a report">
    Click the **Run** button next to your chosen report. It downloads as an **Excel CSV file**.
  </Step>

  <Step title="Open report settings for customisation">
    Click the report's name to view its **General Settings** and **Report Fields**.
  </Step>

  <Step title="Add variables">
    Scroll to the **Variables** section and click **+New**.
  </Step>

  <Step title="Fill in variable details">
    * **Parameter Name** -- choose `account_id` or `warehouse_id` from the dropdown
    * **Variable Value** -- enter the matching ID number
    * **Prompt** -- tick this box to be asked to confirm each time you run the report
  </Step>

  <Step title="Save the variable">
    Click **Save**. Add more variables if needed.
  </Step>
</Steps>

<Warning>Custom settings and variables are saved only to your personal account. They will not affect other users' reports.</Warning>

<AccordionGroup>
  <Accordion title="In what format are reports downloaded?">
    Reports are downloaded in **Excel CSV** format.
  </Accordion>

  <Accordion title="What does the Prompt option do?">
    When enabled, it asks you to confirm the account or warehouse each time you run the report.
  </Accordion>
</AccordionGroup>