Creating Reports
How to create and customize reports
2 min read
Creating Reports
SmartWMS allows you to create custom reports tailored to your specific needs.
Quick Report
Generate a report with default settings:
- Go to Reports → Analytics
- Select report type
- Click Generate
- View results immediately
Custom Report
Configure report parameters:
- Select report type
- Click Customize
- Set parameters:
| Parameter | Description |
|---|
| Date Range | Start and end dates |
|---|---|
| Filters | Category, location, status |
| Grouping | How to aggregate data |
| Columns | Fields to include |
| Sorting | Order of results |
Saved Reports
Save frequently used configurations:
- Configure report
- Click Save As
- Enter name and description
- Access from Saved Reports
Scheduled Reports
Automate report generation:
- Open saved report
- Click Schedule
- Configure:
Report Filters
Common filter options:
Date Filters:- Today
- Yesterday
- Last 7 days
- Last 30 days
- This month
- Last month
- Custom range
- Warehouse
- Zone
- Category
- Supplier
- Customer
- User
Report Columns
Customize displayed columns:
- Click Columns
- Check/uncheck fields
- Drag to reorder
- Save layout
Report Grouping
Group data for better analysis:
- By product category
- By warehouse/zone
- By time period (day/week/month)
- By user/operator
- By supplier/customer
Calculations
Available calculations:
| Function | Description |
|---|
| Sum | Total of values |
|---|---|
| Average | Mean value |
| Count | Number of items |
| Min/Max | Lowest/highest value |
| % of Total | Percentage |