Report Generator

Report Generator is a powerful tool designed to provide you with comprehensive insights into your warehouse operations. This feature empowers you to generate six distinct reports, each offering unique perspectives on your inventory and order management. In this documentation, we will walk you through the capabilities of each report.

Table of Contents

1. Receiving Summary Report
2. Shipping Summary Report
3. Receiving Order Detail Report
4. Shipping Order Detail Report
5. Inventory Summary Report
6. Inventory Events Detail
7. General Functionality
8. FAQ

Receiving Summary Report

The Receiving Summary Report provides a concise overview of the quantities and types of items received in your warehouse.

Search Options:

Data Columns:

Receiving Order Detail Report

The Receiving Order Detail Report provides detailed information about the state and disposition of receiving orders.

Search Options:

Data Columns:

Shipping Summary Report

The Shipping Summary Report offers insights into the quantities and actual items shipped from your warehouse.

Search Options:

Data Columns:

Shipping Order Detail Report

The Shipping Order Detail Report offers comprehensive insights into the state and disposition of shipping orders.

Search Options:

Data Columns: 

Inventory Summary Report

The Inventory Summary Report provides an overview of inventory movements, indicating where and why items are being moved within your warehouse.

Search Options:

Data Columns:

Inventory Events Detail

The Inventory Events Detail report offers detailed information about the current inventory, including location, status, and quantities.

Search Options:

Data Columns:

General Functionality

Standard Table Functionality

All six reports include DVU's standard table functionality, allowing you to easily sort and filter data to find the information you need quickly. You can also customize the report layout by dragging and dropping columns to reorder them according to your preferences. Each export should mirror what the user has selected as columns and order. 

Filtering Results:

Warehouse and Account Multi-Select

Our report generator supports multi-select functionality for both warehouses and accounts, making it easier to narrow down your data to specific criteria.

CSV Export

You can export the full dataset from any report in CSV format, enabling you to analyze the data further or share it with your team. Each CSV will export with the columns and column order the user has selected without needing to save those columns as default by the user. 

Saving Columns to User Profile

Customize your report layout by saving column preferences to your user profile. This ensures your preferred columns are displayed each time you use Report Generator.

Refresh Button

Use the refresh button to update your report with the most current data, ensuring you always have access to the latest warehouse insights.

FAQ

How many results can be returned?

Please note that there is a limit of 300,000 results per report. If your dataset exceeds this limit you will receive a warning message. Consider applying additional filters to refine your results or run multiple searches. 

How long do they take to load?

Depending on the complexity of your query and the dataset size, report generation can take up to 5 minutes, though most reports will take seconds. If you experience long load times, consider applying more filters to narrow down the results.

What is the default timeframe?

By default, each report includes a trailing 30-day date filter based on the current date. You can modify this filter to view data for specific timeframes.