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Create a custom report

Overview

Create custom Reports in AGR to keep the items that matter most to you just a click away.

Choose the columns you want to see and apply dynamic filters to build focused, always up-to-date views. For example, create reports for items from specific vendors, locations, categories, or other criteria, streamline your ordering workflow, or keep a close eye on inventory exceptions that need attention.

Create a new report

  1. Navigate to Items or any report

  2. Modify the columns and filters. Make sure you see the list of items that match your filters, and the information columns you want to see for the items.

  3. Sort, group, pin, arrange and set column width according to your needs, using the column settings.

  4. Click the save button in the toolbar in the top-right corner and save your filters and columns as a new report​

  5. A pop-up box will appear. Assign the report a descriptive Name to the Report and a fuller Description.

  6. Choose a Group to save the report in for easy access in the future.

  7. Share reports with the right people or groups and control how they collaborate by choosing who can view the report and who can edit it.

  8. 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

Sharing the report as Read Only allows the 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.
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