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How to run a report


We have a number of reports that are available in the reporting which is found under the Admin menu. The process to run a report is 

  • Select the report
  • Select a time frame
  • Apply any filters¬†
  • Run the report¬†
  • Export the report¬†

Basic report running

In this example, we will run a Purchase Order line items report. Click this report to open the settings:

You can adjust the time range where it says Last 30 days. Choose a time period that suits. At this point you could click Go to get the search results;

If you were happy with this data you could export it by clicking the green email icon to receive an Excel spreadsheet or the blue icon to receive a CSV file. 

The pending reports button will show you the queue of your reports. Make sure you check your junk folder in case reports aren’t received in your main inbox.¬†


Using Profiles

In the screen above, you have the settings icon. Click this to reveal the filtering we offer: 

Here you can make changes to the filtering. You can also save this profile to run it again in the future. Give the profile a Name under the Name field and then click the save icon. Any previous saved profiles can be run by selecting them from the ‘Select Profile’ selector.¬†

Clicking Run will run your report with this profile. 

Once you have profiles created, your process will be: 

  1. Open the report
  2. Select your time period 
  3. Click the Profiles icon 
  4. Select your profile 
  5. Click Run. 
  6. Export the report 

Custom reports

You can create your own custom reports by clicking the Add Report button. There are a fixed amount of datasets you can choose from. You can choose a dataset and see the available fields that can be used on the report.

  • Choose the fields you require by moving them from the left hand box to the right side box using the arrows.¬†
  • Choose your sort order field and direction
  • Select whether the report can be downloaded¬†
  • Select whether the field is available to just you or everyone what has access to reporting
  • Then finally choose which section you would like the report saved in

Once created the report will be available in the reporting section. You can edit or delete a custom report again. Look for the Edit icon when in a report. 


Warehoused & Live Reports

Some reports are warehoused. What this means is that data is pushed into a separate reporting database transactionally. We are moving back to more live reporting though where we report on the live database of Zahara. There is a new section of reports purely for Live reports, including our most sophisticated report, GRNI. This is found under the Live Queries section. 

Lie Queries have been built with speed and complexity in mind. They have fewer settings, just Business unit. Once run, you can export to Excel or JSON. There is no date range here, it is everything. 

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