Learn about customizing a report.

Customized Reporting Features

Need to see all the inventory currently available for your client?  Maybe you need to confirm kit and part set up for a specific client, how about the number of shipments per month to a particular user?   You're in luck!!

Propago has robust and easy to use custom reporting functionality.  Start getting exactly the data you want when you want it! 

Keep reading to learn about the variety of ways you can customize your reports.

Features

Administrators as well as portal admin users can access standard reports and customize them as needed. They can add/remove, �alter, and sort data as well as summarize data �fields.

1.) Share
Straight forward as it sounds, administrators can give specifi�c users or a group of
users permission to access custom reports. For example, an
administrator can give a user access to the orders report.

2.) Schedule
Users can automate delivery of any report via email in an Excel format.
Administrators can schedule reports to be sent at specifi�c times to  users or
user groups. For example, an administrator can schedule an available inventory
report of all promotional items to be sent monthly to the marketing team.

3.) Download
Portal Users can download reports in CSV, XLS, PDF format straight to their
computer.

4.) Add / Remove Columns
Users can choose which columns they want to add or remove for easier data analysis. Customizing reports helps users compare and correlate data by
allowing them to a�lter and eliminate data that as needed. Any customized
report can be saved, allowing users to quickly return to the report.

5.) Filter Data
A. Date Filter: Using the date filter, users can filter data to create subsets and analyze data.

For example: Users can filter a report to display order data for a specific date range such as last quarter.  

B. User filters allows filtering for a specific portal user data

C. Data filters allows filtering data based on system values such as filter all orders based on order status, or filter all data based on order status AND username is jsurratt. 

6.) Sort Data
Clicking the column names, users can sort columns to arrange data in ascending or descending order. 

7.) Summarize Data
Users can summarize reports by grouping data to view total counts based
on criteria. For example: Group orders by order date to get a count of orders each day.

 

Please let us know if this article was helpful and if you have any comments, feedback or questions. 

 

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