Overview
Working in items and reports has various analytical benefits.
You can place ad hoc orders, check on stock, incoming orders, access the item card check how the forecast looks, plan upcoming demand, and so much more
View Settings
Working in items and reports means getting familiar with the View Settings pane that opens to the right of the grid.
Here you can select information through columns, and use filter to highlight certain themes, for example: items with open sales orders.
Selecting a Column or a filter in view settings
Click on the icon of a table with a gear to access View Settings. A pane will open where you can select columns and filters.
Open the Columns or the filter sidebar.
Click Add column or Add filter which opens a selection panel.
Browse through the available columns/filters or type the name in the search bar.
Clicking on the column name adds that column to the grid.
Additional info:
Clicking on the question mark on the right of the column name will pop up a box with a short description of the data in that column.
To change where a column appears in the view, drag the column name up or down.
To remove a column from the view, click the x on the right of the column name in the Columns section.
Pro tips:
Select multiple columns: Hold down Ctrl (or ⌘cmd on Mac) while selecting to choose multiple columns at once.
Expand or collapse all groups: Hold down Alt on your keyboard while expanding or collapsing a group to apply the action to all groups simultaneously.
A practical way to filter on a list of items is to: click on filters > select item no click on the paper icon to the right and either select multiple item numbers or copy/paste from a selection into the filter. you can then save to create a report from a list of Items
Column filters
In contrast, column filters are a quick way to look up a subset of items.
You will find a field for filtering at the top of each column, here you can enter the text to filter by.
Clicking on the filter icon in the column opens a dropdown menu similar to a text filter. You can use this to select one or two filters for the same column. Other selection criteria are available to return the desired data to the view
View settings Filters, deep dive
Filters in View Settings are classified as
Yes/No,
Lookup
Text,
Date
Advanced
Yes / No filters
Column value is either true or false.
Lookup filters
Choose values to filter on by clicking on the dropdown arrow in the Select box
Clicking the Exclude Selected box excludes the values in the filter from the grid.
Text filters
Text filters combine a list of possible instructions to AGR and a box for you to enter your value required. Choose the instruction and then enter the value you wish to filter on in the box.
Date filters
Date filters can be set to either dynamic date filtering or a fixed period.
Dynamic date filtering filters on dates within a period from the current date. Negative values filter on dates in the past, while positive values filter on dates in the future.
A Fixed Period filter will always filter on the selected date range.
Advanced filters
Advanced filters are a textbox filter that allows you to write a WHERE clause condition to allow for more flexible filtering.
Example use cases are:
To compare values from two different columns
example: days until stockout < lead time to find items that are in risk of stockout
To use the OR condition
example: lead time = 1 OR minimum order qty = 1 OR Item Group Lvl 2 = "No Group" to find items that are missing a registration of some data in the ERP.
To use the AND condition
example: lead time = 1 AND minimum order qty = 1 to find items that have simultaneously lead time and minimum order quantity equals to one.
The screenshot below shows examples of how to apply the advanced filter.
Be aware if the function you are trying to use is a number or plain text. Don't forget to always use '' when writing text in the function
Function | Explanation | Example |
> < = >= <= | more, less or equal to | mbe_item_standard.stock_units>=50 stock that is exactly more than 50 |
<> | not equal to | item_details.confidence_factor <>0 confidence factor is not zero |
'' | search for a text field | locations.name='warehouse - East (E-US)' items in "warehouse - East (E-US)" location |
like not like | 'like' searches for an exact pattern; 'not like' excludes values that match a pattern.
you can add a wildcard (%), which:
|
items.name like 'golf performance bar%' items that have this in the name (different flavors, for example) |
'YYYY-MM-DD' | fixed date | items.last_sale_date>'2024-12-25' items that have been sold since December 12, 2025 |
getdate() | get date from a specific time | items.first_sale_date>getdate()-90 items where the first sale date is not more than 90 days old |
is null is not null | is null finds empy fields is not null finds fields with values | items.volume is null items that have no volume listed |
in not in | to choose multiple items (in) or to choose everything except some selected items (not in) | v_items_item_group_lvl_1.name in ('Accessories', 'special items')items that are flagged as "accessories" or "special items" in the item group level 1
items.abc_grouping not in ('A','B')all items except the ones flagged with A and B in ABC category |
Sync grid
The Sync Grid button is used to refresh the data in the view once changes have been made in View Settings.
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. To ensure that the data is being correctly aggregated, the appropriate aggregation type needs to be used.
To see the available aggregation types,
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
chose Value Aggregation setting
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.
Click on the shopping cart on the toolbar to start the order process.
