Report scheduling with filters included
Re: Sending automatic reports via “Report Scheduling”.
We need the option to be able to not only select the layout of the report but also to apply certain filters before it is sent. I don't need a report showing me every single nut & bolt we have in stock … I just need to know the finished goods!
I'm actually really surprised that this hasn't been added before. Surely there are many more people who need a feature like this??
Comments
3 comments
Hi Brett,
Thanks so much for your inquiry. I understand that you are needing the Products Stock Level Report to be a bit more simplified than the results it currently provides when it is run. In order to have the report not provide all individual components for each finished good product this can be accomplished through utilizing Product Attributes.
Product Attributes can be created from the Reference Books section of your Cin7 Core account. To access this select the Settings gear from the left hand menu. Then select Reference Books. Next you can select Additional Attributes.
Here you will be able to create new attributes to assign to products. Once the attribute has been created you will be able to add this to each finished good from within the product page itself. This additional attribute can then be assigned to all finished good products in the system.
Next by navigating to your report you can select Configure Layout from the upper right hand of the screen. You will then be able to add this additional product attribute as a field in the report and have the report filtered by this attribute.
Hi David
Thanks for your quick response. Unfortunately I don't believe this helps with my issue.
I am familiar with customising different layouts however this isn't the issue I have. I am specifically having an issue with Automation ie: Report Scheduling. I would like to schedule a weekly Product Stock Level Report however I would like the option to filter the report as I'm setting up the scheduling ie: just sending me the stock levels of certain stock categories. When setting up the report there is only the ability to select a particular layout, but not to filter the data that is in the report.
The result is that I am emailed a report showing the stock level for every single product we have in the system … hundreds of them … when in fact, I only need to see about 25 products.
I've actually been able to figure out a work around for this using the “Custom filter” to narrow down the output and then saving that as a custom layout which can then be selected when scheduling the automation. This seems to work!
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