Overview
You can create your own custom Reports in AGR to easily access a dynamically filtered list of items, showing the columns of your choice. This can be useful, for example, when you want to quickly access items for selected vendors or locations for ordering, or if you want to monitor specific exceptions in your inventory.
Examples
Vendors you want to review orders from every Monday. This type of report can be put on a Scheduled Order to let AGR automatically calculate order suggestions on a weekly schedule on Mondays.
Risk of stockout - High Importance. The standard Risk of Stockout report, with an additional filter on your High Importance items.
Save a new report
Navigate to Items or any report
Modify the columns and filters in View Settings and sync the grid. Make sure you see the set of items that match your filters, and the columns you want to see for the items.
Sort, group, pin, arrange and set column width according to your needs, using the column settings.
Click the save button in the toolbar in the top-right corner and save your view settings as a new report
A pop-up box will appear. Assign the report a descriptive Name to the Report and a fuller Description.
Choose a Group to save the report in for easy access in the future.
You can add a new group to the selection list by clicking on the pencil and then the + button. To select the new group, close the group's pop-out window and select your new group from the drop-down.
Note
Saving the report as Read Only allows other users to view the report (if the report has been shared with them) but not to amend it. They can still use the report as a template to save their own versions as a new report.
Your report is now accessible to users you've shared it with in the Reports sidebar. You can mark the report as a favorite for easy access.