How do I generate reports in suppliers app?

Updated on January 20, 2016 05:37AM by Admin

Suppliers details are essential for traders/entrepreneurs who buy and sell goods from the manufacturers. Suppliers app helps you maintain more supplier details and create reports from it.

Steps to Generate Reports from Suppliers App

  1. Log in and access Suppliers App from your universal navigation menu bar.
  2. Click on "Reports" from the left navigation panel.
  3. You can view "My reports" and "Standard reports".

a) My Reports

Customize your searches of suppliers, and then save these searches as reports, any list of  saved reports can be quickly viewed, instead of re-entering your search query.

  1. Choose the suppliers using the advanced search to create reports.
  2. Enter the report name.
  3. Check / Uncheck theShare with other users check box.
    Search results
  4. Click on "Save as Report” button at the top.
  5. You can also edit the report

b) Reports shared by others

The reports shared by other employees would be displayed with the report name and the owner (who created the report and shared)

c) Standard Reports

It provides a set of common built-in reports designed to get a summary of activities occurring in the app.