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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
- Log in and access Suppliers App from your universal navigation menu bar.
- Click on "Reports" from the left navigation panel.
- 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.
- Choose the suppliers using the advanced search to create reports.
- Enter the report name.
- Check / Uncheck the “Share with other users” check box.
- Click on "Save as Report” button at the top.
- 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.
- Supplier Detailed List - a report generated to know the detail list of suppliers during a period. Read more…
- Suppliers by Category - a report that gives a detail list of suppliers for a particular category. Read more…
- Suppliers Activities Report - a report that generates suppliers’ activities. Read more…