Report Collection
A set of specialized reports gathered on one page: pick a report from the list and it opens right there with its own filters.
How to Access
Menu: Reports → Report Collection.
Route: /warehouse/reports/collection
Quick actions:
The section is available to the account owner only.
Overview
The collection is a shelf for reports each of which is needed rarely and therefore does not warrant its own menu item: exports to external systems, narrow analytical slices, service reports.
The page follows a single pattern: pick a report in the Report list, fill in the filters that appear, and click Apply.
What Is in the Collection
| Report | Purpose |
|---|---|
| Order report | Orders for a period |
| Sales export for a third-party system | Export of sales to an external system |
| Third-party system export | General-purpose data export |
| Invoice orders by client | Invoices and orders per customer |
| Last receipt price by item | Latest purchase price of each position |
| Watcom export | Export in Watcom format |
| Purchase analysis | Purchases for a period |
| System log | Change log |
| Client movement | Operations per customer |
| Like for Like | Comparable sales across periods |
| Material statement | Material movements |
| Expected income report | Income forecast |
| Client deposits and points report | Customer account balances |
| Picking act report | Order picking |
| Analytical report | Combined analytical slice |
| Margin by employees | Revenue, cost and margin per employee |
Filters
The available filters depend on the selected report. The most common are Date from, Date to, Employee, Client, and Sales point; the All option means "no restriction".
Some reports have no configurable filters — in that case the page says so and it is enough to click Apply.
Tips
- A message about an unsupported filter type means the report will be built without that restriction, not that it will fail to build. Verify the result before using it for reporting.
- Some collection reports are also available as their own menu items — for example Purchase Analysis and Material Statement. They are more convenient there.
Related
- Universal Report — a builder for your own reports
- Purchase Analysis — its own menu item
- Material Statement — its own menu item
- System Log — change log