Work with Items and Reports
The Items and Reports grid is where you go for a closer look at your data. From here you can place ad hoc orders, check stock levels and incoming orders, open the Item Card, review the forecast, plan upcoming demand, and build custom views to reuse later.
This article walks through the grid's main tools: adding columns and filters, grouping and formatting data, exporting, saving reports, bulk updating, and creating orders.
Add columns and filters
The columns and filters pane opens on the right side of the grid. Use it to choose exactly what you want to see, or to filter down to a specific set of items — for example, everything with an open sales order.
To add a column or filter:
Open the Columns or Filters sidebar.
Click Add column or Add filter.
Browse the list, or search by name.
Click the column (or filter) you want to add it to the grid.
A question mark icon next to each option shows a short description of what it does. Once a column is on the grid, you can drag its header to reposition it, or click the x to remove it. Hold Ctrl (⌘ on Mac) to select and add several columns at once, and hold Alt while expanding or collapsing a group to apply that action to every group at once.
📋 Filter by pasting a list of items from Excel
If you already have a list of item numbers in Excel — say, a set you're reviewing with a colleague, or items pulled from another report — you don't need to search for them one at a time. You can paste the whole list straight in.
In the Filters pane, click Add filter and select Item No.
Click the paper/clipboard icon on the right of the filter box.
Either tick items individually from the list, or copy a column of item numbers from Excel and paste them directly into the box.
The grid filters down to just those items.
This is the fastest way to check status, forecast, or stock on hand for a specific batch of items — no need to build the list manually in AGR.
Quick column filters
Each column also has its own filter field at the top, for a fast lookup within that column alone, here you can enter any text to filter by.
Click the filter icon in the column header to open a dropdown where you can combine up to two conditions with extra criteria.
Filter types:
Yes/No – a simple true/false toggle.
Lookup – pick values from a dropdown; you can also choose to exclude selected values instead of including them.
Text – choose a condition (contains, equals, etc.) and enter a value.
Date – filter by a fixed period, or dynamically relative to today's date.
Advanced – for more complex combinations, see the filtering best-practices guide.
Group data
To group data by one or more columns,
click the left mouse button in the column header to be grouped,
drag the column heading into the row immediately above the column headers over the text Drag here to set row groups
release the mouse button.
To group by more than one column, drag and drop the additional column headers into the grouping row.
Grouping data requires data aggregation. You can see and/or change the default aggregation,
hover the mouse over the column header of the column being aggregated until three horizontal lines appear.
click on the three lines to view the column settings
choose Value Aggregation
choose the appropriate aggregation method from the list.
Column settings
There are various formatting options available to manage the width and position of the columns and data position in the column. To access these settings:
hover the mouse over the column header of the column being aggregated until three horizontal lines appear.
click on the three lines to view open the column settings
select the settings you would like to change
select pre-set values from the menu that opens when appropriate.
To sort data within a column, click into the column header.
An up arrow indicates sorting in ascending order.
A down arrow indicates sorting in descending order.
No arrow indicates no sorting.
Item card
The Item Card icon toggles the Item Card on or off. The Item Card can also be shown by double clicking a row in the grid.
Export
You can export the data shown in the current view to either and Excel or .csv file.
Click on the Export icon.
Choose Excel Export or CSV Export
AGR will create and download the file to your computer.
Save as a report
To save the selected Columns and Filters as a report, click on the Save as Report icon in the tool bar. Creating a report allows you to save your customized views and filters and share the reports with others in your organization
Bulk Update
To access the Bulk Update settings, click on the Bulk Update icon on the Toolbar.
In the Items screen, tick the items to be updated. In the Bulk Update box, enable the feature to be updated and then enter the value to apply to all selected items.
Create Order
You can create a manual order by ticking the items to be ordered.
Once you have ticked any number of items a "create order" button will appear Click on the shopping cart on the toolbar to start the order process.
