Dashboards
Design dashboards in the browser, file them by role
Managers get the numbers they watch every day on one screen, designed in the browser by your own team.
Standard Report Library
Run standard warehouse reports from your browser
Warehouse and order reports run from the report menu with your own filters, and come back as a PDF or a spreadsheet file you can open in Excel. Pick a saved filter set to rerun a regular report with the same criteria.
What it does
- A library of about 60 standard warehouse and order reports can be arranged into named groups on each module's report menu.
- Filter any report by its own fields and its subreports' fields, then generate it as PDF, XLS, XLSX or CSV.
- Pick a saved filter set (macro) to rerun a report with the same criteria.
- Your own custom report layouts run from the same report menu and can be placed on the menus of the modules and roles that use them.
Where it fits
From customer quote to shipped order, for distributors.
One record for customers, ship-tos and carriers
Customers, their ship-to addresses and carriers are kept on one current record that every order starts from.
Quotes and orders priced from your tables
Each quote and order is priced from the customer's price level and your price tables, with discounts, fees and freight added on the order.
Count, adjust and see stock by location
The warehouse counts stock from selection through reviewed variances to count adjustments.
Orders ship from the right lots and locations
Lots and warehouse locations are set on each order line, by hand or automatically, so pickers know what to pull.
- This step
Run order and stock reports from the browser
Order and stock reports run with your own filters and come back as a PDF or a spreadsheet.
Questions about standard report library
Straight answers, drawn from what the software does today.
Which file formats do reports come in?
Standard reports generate as PDF, XLS, XLSX or CSV files, filtered by the report's own fields and its subreports' fields.
Can we rerun a regular report with the same criteria?
Yes. Pick a saved filter set, called a macro, to rerun a report with the same criteria.
Can we add our own report layouts to the menus?
Yes. Your own custom report layouts run from the same report menu and can be placed on the menus of the modules and roles that use them.
Related capabilities
Also in insight and ai.
Quick Query Dashboards
Run saved queries with prompts and export to Excel
Your team saves the questions people ask every week as quick query dashboards.
Warehouse Reports
Report on stock, locations and activity
Run standard reports on what you hold, where it sits and what moved, from on-hand and availability by lot to location capacity, open orders and monthly activity.
Part of the story forArgos for Distributors
See standard report library in a walkthrough
Book a guided walkthrough with the Argos team.