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Quick Reports

Overview

Quick Reports enable you to review, monitor and track various aspects of your business.  They provide a way to access the harvest, purchase, production, packaging, sales and tax information you have recorded in the App, in a useful form.

In this document:

 

Finding Quick Reports

Quick Reports are found on the following Dashboards  (Workbenches):

Grower DashboardOperations Dashboard, Sales Dashboard, Purchases Dashboard and Accounts Dashboard.

They are also collectively found in Reports.

Refining Data Using Date Selectors and Drop-Down menus

Many reports allow you to select the date range for the report.   A default date range will be inserted by the App.  To change from the default, simply edit the ‘From’ and ‘To’ text boxes.

DateSelector

In addition drop-down menus at the top of the report provide you with a number of ways to refine the information to be displayed.

In the following example we have refined the Sales Detail Report so that it only displays sales to retail customers dispatched from the ‘Warehouse’.  You can select as many such restrictions as you wish.  To de-select a line, simply click the ‘tick’ on the left, so that it changes to an empty box.

DropDownMenuSalesDetail

 

 

Units of Measure

Many reports will give you the option to display the results in different ‘Reporting Units’.  For example, instead of displaying the results in litres or gallons, you may wish to view the results in 750ml bottles. Select the Unit of Measure you require from the drop down list provided, before previewing the report.

ReportingUnits

 

Note:  The drop down list will reflect the Units of Measure listed in the ‘Units of Measure’ page in the ‘Settings’ area of the ‘Orders and Inventory’ tab.

 

Grouping

Some reports give you the option to group the results by various categories.  If this option is available, the report will have buttons similar to the following:

Grouping Buttons

Simply click on the button you wish to group by, before previewing the report on the screen.  In the following example we have grouped the results in the ‘Sales Detail’ report by ‘Product’.   This causes the results of each product to be displayed and totaled separately.

ReportGrouping

Custom Grouping

Some reports allow ‘Custom’ grouping.   If this is available, simply click the ‘Custom’ button and then select one or more categories to group by from the ‘drop down’ menu in the ‘Custom Grouping’ text box.

CustomGrouping

If you select more than one category to group by, the report will group first by the first category listed, and then by the next.  For example, if I selected ‘Item Code’ and then ‘Customer’ in the Custom Grouping text box, the report would group as follows, identifying the first Item Code and then grouping by each Customer within that.

GroupingItemCodeCustomer

 

If you reversed the order, and selected ‘Customer’ and then ‘Item Code’, the report would first group by Customer and then, for each Customer, would separately group by Item Code, as below:

GroupingCustomerItemCode-truncated

 

Previewing, Emailing and Downloading Reports

Once you have refined the data you with to obtain (using date selectors, grouping etc.),  you have the option of previewing the results on the screen, downloading or emailing the report.

 PreviewEmailButtons

It is a good idea to preview the report before downloading it, as a check, to ensure you have selected the correct filter criteria, dates etc.

If you are only after a small amount of data (i.e. less than 20 lines) it may be sufficient to view this ‘Preview’ on screen.  However for larger data sets, you will need to download the report to get the full picture.

In particular, exercise caution when viewing ‘Total’ and ‘Summary’ information in ‘Preview’ mode.  Unless it specifically indicates otherwise, the last total in the ‘Preview’ view, will only be totaling data displayed on that page.  For example in the ‘grouped’ report shown in the ‘Grouping‘ section above, the summary information for ‘Product  012-021′ will total the information displayed only.  If there are additional orders relating to this product on the next page, these will not be included in the totals provided.  To ensure you are reading the correct totals, it is important to download the full report.

Emailing Reports

Clicking ‘Email Full Report’ will set up an email with the full report attached.

EmailReport