Sortly’s Saved Reports make it easy to quickly access the exact data you need without the hassle of reapplying filters every time. By saving your customized views of powerful reports like Activity History, Inventory Summary, Transaction Report, Item Flow, and Move Summary, you can save time, cut down on clutter, and focus on making informed, data-driven decisions.
In this article, we will cover the following:
Creating Saved Reports
Note: Saved reports are user-specific. If multiple users need the same report, each user will need to recreate it in their own account.
Each of the reports mentioned above comes with a set of filters to help you narrow down your search. Here’s how to use them:
Activity History:
- Click on the filter icon at the top of the page.
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Choose the type of activity you want to see (create, update, delete, etc.)
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Select the date range you want to view.
- Click Apply to see the filtered results.
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Click the Save icon at the top of the page to save your filtered report.
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Once you've saved your report with selected options, you can find it in the Reports tab under Activity History.
Inventory Summary:
- Navigate to https://app.sortly.com/reports and click on Inventory Summary
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Click on the filter icon at the top of the page, and choose the filters from the list on the right.
- Click Apply to see the filtered results.
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Click the Save icon at the top of the page to save your filtered report.
Transaction Report:
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Choose the Folder, Item, Transaction, and Date Range you want to filter by.
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Select the additional filters you want to view.
- Click Apply to see the filtered results.
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Click the Save icon at the top of the page to save your filtered report.
Item Flow
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Select the item or folder you want to filter by, along with the Date Range.
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Select the additional filters you want to view.
- Click Apply to see the filtered results.
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Click the Save icon at the top of the page to save your filtered report.
Move Summary Report:
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Choose the Origin and Destination you want to filter by, along with the Date Range.
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You can also achieve this by clicking the Filter icon.
- Click Apply to see the filtered results.
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Click the Save icon at the top of the page to save your filtered report.
Viewing Saved Reports
Once you've created and saved your reports, you can view them at any time by going to Reports and then clicking on the Report Tiles or the drop-down carats next to the reports
FAQ
Which plans include Saved Reports?
Saved Reports are available on Ultra, Premium, and Enterprise plans.
How many reports can I save?
Each user can save up to 90 reports in total. This breaks down to 15 saved versions across the 6 available report types (Activity History, Inventory Summary, Transaction Report, Item Flow, Move Summary, and Inventory Snapshot).
If you have any questions, please get in touch with our Support Team here.