Overview
The Reports application provides comprehensive business intelligence and data analysis capabilities across your entire supply chain operations. It centralises critical reporting functions, enabling you to extract actionable insights from Costing, Orders, Compliance, Inventory, Styles, and other key business areas. Reports transform raw data into strategic decision-making tools, supporting everything from financial forecasting and supplier performance analysis to inventory management and compliance monitoring.
What You Can Do
- Generate comprehensive reports across all business areas—from Costing and Orders to Compliance and Inventory.
- Customise report views with flexible filters, sorting, and column selection.
- Export report data to Excel for further analysis and sharing.
- Save frequently used reports as favourites for quick access.
- Monitor supplier performance, capacity, and loading across your supply chain.
- Track financial metrics including margins, costs, and profitability.
- Analyse order status, delivery planning, and critical path activities.
- Review compliance summaries and identify non-compliance items.
- Assess inventory levels and component availability across warehouses.
- Evaluate style progress and milestone achievements.
Key Features Explained
| Feature | What It Means For You |
|---|---|
| Comprehensive Reporting Coverage | Access reports across all major business functions—Costing, Orders, Compliance, Inventory, Styles, and more—from a single location. |
| Customisable Report Views | Filter, sort, and select columns to create tailored views that match your specific analysis needs. |
| Export Capabilities | Export any report to Excel format for offline analysis, sharing, or integration with other tools. |
| Favourites Management | Save frequently accessed reports for instant retrieval, improving workflow efficiency. |
| Real-Time Data Synchronisation | Reports automatically reflect the most current data from their source modules, ensuring accuracy. |
| Interactive Data Exploration | Drill down into report details to access underlying records and comprehensive information. |
| Multi-Dimensional Analysis | Analyse data by supplier, customer, department, warehouse, time period, and other dimensions. |
| Performance Monitoring | Track key performance indicators including margins, costs, delivery dates, and compliance status. |
Quick Check - Before You Start
- You have access to the Reports application for the areas you need (costing, orders, compliance, and so on)
- Confirm related Site Settings masters are up to date so filters return meaningful rows
- Use a modern browser and allow downloads if you plan to Export to Excel
Report Workflow
Accessing and Configuring Reports
| Step | Action | Description |
|---|---|---|
| 1 | Select a Report | Click on a report from the Reports menu to open it |
| 2 | Configure Filters | Use the Filters section to narrow down the data displayed: - Agent - Capacity - Country/Region - Enabled (All, Yes, No) - Factory Code - Factory - Additional filters specific to each report type |
| 3 | Set Sorting | In the Sort section, select: - Sort by column (1st, 2nd, etc.) - Sort direction (Ascending or Descending) |
| 4 | Select Columns | Choose which columns to display in the Columns section |
| 5 | Generate Report | Click the search icon to view the report with your configuration |
| 6 | Manage Report | Use the available actions: - Export: Download the report as an Excel file - Favourites: Add the report to your favourites for quick access - Enable/Disable: Click the eye icon to show or hide the report - Delete: Click the trash icon to remove the report configuration |
Report Details View
When viewing report details, you can:
- Click on specific records to drill down into detailed views
- Access related information and underlying data
- Navigate to source records (e.g., Factory Details, Costing, Order)
- View historical data and trends
Related Configuration
Site Settings
Various reports depend on configuration in Site Settings. Ensure the following are properly configured:
- Order > Milestone: Configure milestones to enable Milestone Orders reports
- Order > General Settings: Set up order-related settings that affect order reports
- Costing > Template: Configure costing templates for accurate costing reports
- Compliance > General Settings: Set up compliance settings for compliance reports
Troubleshooting
Why is my report empty after I click search?
Filters may be too narrow or required Site Settings data was never created.
Steps to resolve:
- Clear optional filters (dates, status, factory, and so on) and search again
- Verify the related Site Settings masters listed under Site Settings on this page
- Confirm your role can view the underlying module data
Why is Export missing or greyed out?
Some views require a successful search result set before export, or your role may lack export permission.
Steps to resolve:
- Run the search so rows appear in the grid
- Ask an administrator to confirm report permissions for your user
Why do favourites show stale columns or filters?
Favourites store the last saved layout; source data may have changed.
Steps to resolve:
- Open the favourite, adjust Columns and Filters, then save the favourite again
- Remove and recreate the favourite if the layout no longer matches your workflow