Report Admin

Open this module to manage platform reports. Manage means:

• create, edit, or delete reports

• assign or edit who can see a report

Creating a report

1. Go to Home > Settings > Report Admin.

2. Click the plus icon.

In the popup window:

1. Select a report type (inventory, replenishment, or shipments).

2. Add a brief description.

3. Click the field and select which user group can see the report.

4. Click the Reports File field and attach a file. (see below)

5. Click Save.

Attach a report

There are two options.

1. Click the plus icon and upload a properly formatted report file from your device. Or …

2. Click the arrow and select an option in the drop-down menu. These file names come from the Report Files module.