Doubting when to use checklists and reports? Then take a look here.
A checklist is a highly simplified report type. It is a list of the items or customers that need your attention and that are meant to be dealt with individually.
Checklists can be found on your ABC Cloud front page and the number in the dark blue squares (see the red arrows) show how many items or customers are waiting for you to handle them. Think of the numer as an "alarm" that helps you detect the problems before they grow big.
Checklists are also used in a day-to-day operation for daily, weekly or monthly tasks. That could for instance be:
- Stock the truck with these items.
- Move these items from one location to another.
Does your daily routine involve going through checklists every monday and updating all your checklists, then the number in the blue squares show you how many items/customers, you need to go through.
Checklists are often shorter than reports. Usually they contain no more than 200 items whereas reports easily can contain several thousands.
Reports can do a little more than checklists. They are meant to visualise data, conduct analyses and track changes over time. You can use these features to work with the numbers and make good and informed decisions.
- Report for your supplier negotiation
- Report with "New items" that might/might not become a part of the assortment.
Read more about reports in the section reports