You can create a report from the Reports menu. Click the green button New report.
New reports are always private until you choose to share them (so you can create them at your leisure).
If you already have reports, we recommend that you copy an existing one, as that will save you a lot of time setting it up.
If you want to build a new report from scratch, click the green "New report" button you find in Reports.
Select data and columns
First, select "Data source" on the left. If you have several shops or work on production, you will have more than one "source", while others only have one.
Then you will need to move columns from
- Available columns: Columns you can include in your report ->
- Included columns: The columns that are actually in your report
- .. You can change the setup later.
- Click "Continue"
The configuration of your report will start here.
- Set up each view with the correct columns, sorting, etc., and turn each view on/off
- Set up the 4 KPI key ratios in the blue bar, and see trends over time (in trend)
- Set up a report filter
- Enter the name of the report, a description and location
- Set up one or more fixed slicers
Report filters and fixed slicers
Before adding the report filter, your report will contain "All data". Such a report is often called a "Master report."
- Report filter Select what your report should contain. You can set up multiple filters, requiring the content of the report to meet all the criteria (i.e. AND criteria, not OR criteria, which you will recognise from ABC Analyzer or Excel)
- Fixed slicers Your report may have fixed slicers, providing quick access to the data
4 classic mistakes you should avoid before sharing
Before you share a report with the entire company, you should check whether it has been set up correctly. If it has been set up inappropriately, or if your colleagues do not understand what it contains, it will not be of value.
- Forgetting to set up the correct columns on the data grid. Choose the right ones, place them in the correct order and sort the report by largest/smallest at the top. Click "Save."
- Choose a good name. If you have several reports with names that begin with the same letter, you have not solved the problem. Make sure that the most important part of the report name comes first.
- Choose the right group in "Reports." That way, your colleagues have a better chance of finding it
- Describe what and why. Each report must have a purpose. Make sure it shines through in the report name and description. Remember to include information about filtering — your colleagues cannot see how you set up the filter.
Name, description and group — what to do
These three can be edited in the same place. At the top of the report, you will find the tab: "Setup." Click it. In the panel:
- Describe the report. 2 months from now, no one will remember the mathematical criteria. What does the report contain and what is it for?
- Share the report (from Private to Public)
- Save it to the correct group on Reports
Your colleagues will be able to see your description
A report description appears in Reports when the report icon is clicked, and in the report itself at the top under i.
Make sure it helps your colleagues to understand:
- What the report contains
- What actions it requires
- How often it should be used