Custom Reports

Sortly's Custom Reports are a powerful tool that allows you to get the specific data you need without the need to manipulate filters every time. In this article, we will discuss how custom reports can help you save time, reduce clutter on your PC, and provide specific data to drive data-driven decisions.

Please note that Custom Reports are only available on Enterprise plans at this time. 

In this article, we will cover the following:

• Creating Custom Reports
• Viewing Saved Custom Reports
• Video Walkthrough

Custom Reports Overview

Activity History, Inventory Summary, Transaction Report, Quantity Changes by Item, and Move Summary Report are powerful tools in your inventory management arsenal. But with so much data at your fingertips, it can be overwhelming to find the information you need. This is where filters come in and is the first step in creating Custom Reports.

Creating Custom Reports

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:

1. Click on the filter icon at the top of the page.
2. Choose the type of activity you want to see (create, update, delete, etc.)
3. Select the date range you want to view. Click Apply to see the filtered results.
4. Click the Save icon at the top of the page to save your filtered report.
5. Once you've saved your report with your selected options, you can find it in the Reports tab under that type of report.

Inventory Summary:

1. Click on the filter icon at the top of the page, and choose the filters from the list on the right.
2. Click Apply to see the filtered results.
3. Click the Save icon at the top of the page to save your filtered report.

Transaction Report:

1. Choose the Folder, Item, Transaction, and Date Range you want to filter by.
2. Select the additional filters you want to view.
3. Click Apply to see the filtered results.
4. Click the Save icon at the top of the page to save your filtered report.

Quantity Changes by Item:

1. Select the item or folder you want to filter by, along with the Date Range.
2. Select the additional filters you want to view.
3. Click Apply to see the filtered results.
4. Click the Save icon at the top of the page to save your filtered report.

Move Summary Report:

1. Choose the Origin and Destination you want to filter by, along with the Date Range.
2. You can also achieve this by clicking the Filter icon.
3. Click Apply to see the filtered results.
4. Click the Save icon at the top of the page to save your filtered report.

Viewing Saved Custom Reports

Once you've created and saved your custom reports, you can view them at any time by going to Reports and clicking on any tile:

Video Walkthrough

If you have any questions about Custom Reports, please reach out to us at support@Sortly.com.