Exploring Reports
The Reports area in BladePRO provides access to flexible datasets across a range of records that help you to analyse performance trends and provide an interface to export data.
Last updated 27 days ago
Accessing reports
To access your reports, click on Analytics (squares icon) in the left menu.
Then click Reports from the options.
Click View in the Actions column to open up the report details.
Managing reports
From the Reports page, you can scroll or search through your list of reports.
Toggle the visibility of your columns using the Columns button in the right-side of the search bar, with options including:
Actions - Click View to open the report.
Name - What type of data the report is monitoring.
Category - Which area of BladePRO is the report concerning:
- Shipments - View dispatched orders and revenue.- Inventory - Track stock levels, movement, and product performance.
- Purchasing - Analyse supplier spend and purchase order activity.
- Returns - Analyse returned items and reasons for return.
- Personal - View custom reports available only to your user profile.
Description - More information about the type of report
Caution: The more columns you enable, the more you may need to scroll horizontally to view them all. Export the report to have greater flexibility viewing data
Use the Filter option to narrow down your dataset by chosen fields to focus on the most relevant information.
If you’ve tailored the columns and filters for a report, click Save As to save the custom report to your Reports List under the Personal category. Saved reports can be given a specified name and description.
Click Export to download a local copy of the report to your device in a .CSV format. Suitable for Excel, Google Sheets or other data processing apps.
Tip: Personal reports will only show in the reports list for the user who created it. To share your custom report with other colleagues using BladePRO open the personal report and click the Share button. You can also delete your custom report using the Delete button.
Standard reports cannot be shared or deleted.