The "Reports" tab allows you to quickly update existing reports, and create personalized reports to format data on the platform according to your needs.
Clicking on this tab will take you to the list of reports and associated labels so you can shorten this list if you have many.
Start with a guided tour before going any further.
How to view the contents of a report
Click on the eye icon to access a report.
You display the report as it was previously calculated. It can take a long time to update a report, especially if you have a lot of data. In order not to penalize your browsing experience on the platform, we do not automatically recompute when you access them, except if you save them following a change.
Update a report
If you have performed activities on the platform that may have changed the content of the report, click the Update report button.
The platform then launches a task visible in orange, at the top right of your screen.
The duration of this task depends on the number of items in your account. The task is over when the orange circle disappears from the screen. Your report is then complete and ready to be exported, by clicking on the corresponding button.
Edit the content of an existing report
It is also possible to edit the report to modify its content, by clicking the dedicated button.
The top left part allows you to edit the name of the report, and to select the information to display in the right table.
Aggregate fields in a report
The button Aggregate Fields... is used to aggregate the data as in the "Forecast Edition" tab.
Filter data in a report
If you click on Add filter, a new dialog box appears listing the fields to filter according to the category to which they belong.
By clicking for example on General, you access the list of fields available in this section.
By selecting, Location, it is possible to retain only the articles located in Paris as below.
You can add other filters and combine them with each other using the AND and OR Boolean operators.
If you select a field in the Demand Forecasting category, you can filter based on numeric values.
Select the visible fields of the report
The section dedicated to Fields allows you to select the information to be displayed in the table.
All you have to do is click on the + sign, or drag and drop the field in the table to see it added. Below we have added the customer field.
Update the report preview table
The Customer column is empty, but clicking on Refresh preview will update the preview table with data. Note that only a sample of your data appears in the table. The full set of data is updated only after saving the report.
Add your forecast archives to a report
Finally, the archives section allows you to locate your past forecasts and display them in the preview table.
Manage dates in a report
You can choose the display format of your report.
By default, the format is monthly, but you can organize the data by weeks, quarters or years using the drop-down menu.
By default, the report is aligned with your forecast horizon, but you can select to display other time periods. If you want to define a particular period, you must select "Custom" to be able to edit the fields in the "Define a Range" section.
Display quantities or financial data
You can customize your report to view quantities for each period or to view revenue (Price), cost of production or cost of purchase (Cost), or margin (Profit). Just use the dedicated drop-down menu.
You know everything about the reports, if you think that any information is missing do not hesitate to contact us via the Messenger.