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 and summarize data
Grouping rolls the grid up by a column — for example, by vendor or by item category, so you can see totals instead of individual rows.
Click the header of the column you want to group by.
Drag it into the "Drag here to set row groups" area at the top of the grid.
Release the mouse button to apply the grouping.
To group by more than one column, drag additional headers into the same area. The order you drop them in sets the nesting order.
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 over the column header until the three-line settings icon appears.
Click it to open column settings.
Select Value Aggregation.
Choose the aggregation method you want from the list
Format and sort columns
The same three-line icon in a column header also opens formatting options — width, position, and alignment. Hover over the header, click the icon, and choose from the available presets.
To sort a column, click its header:
An up arrow means ascending order.
A down arrow means descending order.
No arrow means no sorting is applied.
Item card
Click the Item Card icon to show or hide the item card panel, or double-click any row in the grid to open the Item Card for that item directly.
Export to Excel or CSV
Click the Export icon.
Choose Excel or CSV.
AGR builds the file and downloads it to your computer.
AGR will create and download the file to your computer.
Exporting daily stock level history
If you need historical daily stock levels per part code (for example, the last 12 months of daily quantities on hand), use the Sales Plan view — not the Items or Reports view. The Items/Reports grid does not expose a plain date column or date filter for this purpose.
Follow these steps:
Go to the Sales Plan.
In the view settings, keep only Item No as a column and set the data series to Stock Units.
Set the Data Series frequency to Day so the data is broken down at a daily level.
In the filter, set the date range to the past 12 months.
Click the Export icon and choose Excel Export or CSV Export.
The export will include one row per item per day, covering the full 12-month period. Depending on the number of items in your system, the export may take a few minutes to generate.
Save as a report
Click Save as Report to store your current column layout and filters as a named report. Saved reports are shared across your organization, so a colleague can open the same view without rebuilding it.
Bulk update items
Click the Bulk Update icon in the toolbar.
Select the items you want to update.
Turn on the fields you want to change.
Enter the new values — they'll be applied to every selected item at once.
Create an order
Tick the checkbox next to each item you want to order.
A Create Order option appears once at least one item is selected.
Click the shopping cart icon to start the order.
