Work effectively with predefined reports

For example you can create reports that check on critical relationships between ABC categories, back orders for important ABC categories, or monitoring new products.

How do predefined reports work?
Every report is built on certain criteria. For example if you have clicked on category AA in Overview and saved your report, it will always contain all AA items.

Usually you’ll use a combination of data slicers when you’re creating a report. For example you can set up your data slicers so you’ll see:

  • Your products (..and not everyone else’s.)
  • All back orders

After you’ve set up all your data slicers, and you see precisely the segment you want, you can save your report via the click report window.

Every time you update your data, the report will contain all the products that meet the criteria.