The implementation of the new live reporting views are still under development and may see significant changes in the future. If you find that this documentation is in need of updates please let us know by sending us a ticket at help@elevatedsignals.com
Accessing the New Reports Page 0:13
When the new reporting page has launched, it will be able to be accessed where the current Reports page button is in the existing side nav.
Updates to the Opening Inventory Detailed Reports 0:38
1. Setting Report Date 1:06
Default report date now set to the current moment.
Other options available: start of month, start of quarter, start of year, or custom date.
2. Customizing Report View 1:43
Remove or select columns using the columns button.
Click and drag to rearrange columns.
Adjust column widths as needed.
3. Applying Group By Functions 3:14
Select a field to group by (e.g., batch).
View aggregated totals for grouped items.
Group by multiple fields (e.g., cultivar and then batch)
Adjust order of grouping by deselecting and reselecting.
4. Filtering Inventory View 5:11
Add filters to your view by clicking on the Filter icon in each column header.
5. Saving Custom Views 5:44
Create and save new named views for future access.
Saved views are accessible to your entire team.
6. Downloading Reports 6:30
Use the download button to export a CSV of the current view.
Note: Grouped views will show individual inventory line items in the CSV.