Sortly's Saved Reports make it easy to quickly access the exact data you need without 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.
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Creating Saved Reports
💡 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 below comes with a set of filters to help you narrow down your search. Here's how to use them:
Activity History
- 1Click the filter icon at the top of the page
- 2Choose the type of activity you want to see (create, update, delete, etc.)
- 3Select the date range you want to view
- 4Click Apply to see the filtered results
- 5Click the Save icon at the top of the page to save your filtered report
- 6Once saved, you'll find it in the Reports tab under Activity History
Inventory Summary
- 1Navigate to Reports and click Inventory Summary
- 2Click the filter icon at the top of the page and choose the filters from the list on the right
- 3Click Apply to see the filtered results
- 4Click the Save icon at the top of the page to save your filtered report
Transaction Report
- 1Choose the Folder, Item, Transaction, and Date Range you want to filter by
- 2Select any additional filters you want to view
- 3Click Apply to see the filtered results
- 4Click the Save icon at the top of the page to save your filtered report
Item Flow
- 1Select the item or folder you want to filter by, along with the Date Range
- 2Select any additional filters you want to view
- 3Click Apply to see the filtered results
- 4Click the Save icon at the top of the page to save your filtered report
Move Summary Report
- 1Choose the Origin and Destination you want to filter by, along with the Date Range — or click the filter icon to access the same options
- 2Click Apply to see the filtered results
- 3Click 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 clicking the report tiles or the drop-down carats next to the reports.
Frequently Asked Questions
If you have any questions, please get in touch with our Support Team.