Overview
Reports in AGR is a powerful and flexible reporting tool that enables data to be organised, analysed and reviewed for three primary reasons:
for highlighting products which may need specific action to be taken on them e.g. an urgent order needs to be placed or managing items with overstocks. These are considered exceptional products in AGR, hence another name for this group of reports - MBE (Manage by Exception) Reports.
for validation of data imported from the ERP system or calculated within AGR
for filtering of items and locations for ordering purposes.
Why would exceptions exist if I am ordering regularly? The user should expect deviations in sales and stock compared to original plans as business is dynamic and demand will fluctuate. Using the MBE Reports is a proactive way to catch outliers before a stock out or overstock situation presents itself.
Reports sidebar
The Reports sidebar allows you to view and access your reports while having the report grid open.
Opening and closing the sidebar
The sidebar opens automatically when navigating to reports. It can be opened and closed when viewing reports by clicking the icon in the upper, left-hand corner.
To open
the overview, click
To hide the overview, click:
More options
At the top of the sidebar
Here, you can
create reports
open the reports list to view all reports in a grid.
Next to each report name
Here, you can
create order proposals
find out more about the order under "i"
edit the report (requires editing permission)
delete the reports you own
Filtering the report sidebar
Use the filter
button at the top of the sidebar to filter the reports by
favourites
Mark reports as favourites by clicking on the star icon next to the report name in the sidebar or in the grid. Click again to unmark the report.
reports you created and have not shared
reports shared with you and by you
standard reports from AGR
Finding reports
The reports in the sidebar are organized by groups. You can expand each group to see individual reports by clicking on the triangle next to the group title. Collapse a group by clicking on the triangle again.
Expand or collapse all reports by pressing alt and clicking on a triangle. You can also find reports across all groups using the find box. Enter the word(s) to find directly into the box next to the magnifying glass.
Favourites
Mark reports as favourites by clicking on the star icon next to the report name in the sidebar or in the grid. Click again to unmark the report. Doing this allows you to easily filter on your favourite reports.
Standard Reports
AGR comes with a standard suite of reports. These are filed in Report Groups and are not editable, although they can be saved as new reports under a different name.
A number of the Report Groups are named according to the urgency with which it is suggested the Reports filed within should be reviewed e.g. Daily, Weekly etc. Users can also create new Report Groups if desired.
Labels can be assigned to a report to facilitate grouping by a different method than the Report Group:
For easy access to frequently used reports, it is easy to mark a report as a Favourite
Tailoring standard reports
The standard reports are a good place to start to help with inventory management but the filters applied in the reports may need to be tailored to be relevant to your business. This can be done through the use of Filters in the report.
As can be seen in the Description of a number of standard reports, there are numerical filters applied in some reports. These can be tailored to be relevant to any business.
NOTE:
Any report set up to highlight exceptions should return just those and not every item in the business. For example, if a daily report such as " Urgent Order Required" returns 90% of items in the business, then to prioritise those which are most urgent and important, a filter could be applied to show only AA items.
Filters
To amend an existing Report, open the Report and review the Filters in View Settings. In this example, an amendment to the filter has been made to only shown items where the days cover on hand is > 3 months, rather than 6 months. The amended report has then been Saved As a new report.
