How do I generate reports in suppliers app?

The reporting feature helps you to extract data whenever you want as a report. The Suppliers App allows you to generate reports based on the Suppliers Detail List, Suppliers By Category, and Suppliers related Activities Report. You can export the report with both All Fields, Current View, and All Fields with Table’s. Let’s go through the steps to generate reports in the Suppliers app.

Steps to generate Suppliers Detail List Report:

• Log in and access the Suppliers App from the universal navigation bar.

• Select the Reports icon from the App Header.

• Go to General Reports → Suppliers Detail List from the left navigation panel.

• On the Supplier Details List page, provide the following information:

• Suppliers Name - Provide the name of the supplier

• Category - Select the category of the supplier

• Created From - Define the Created From date of the supplier

• Created To - Define the Created To date of the supplier

• Click on the View Report button.

• You can view the Suppliers Detail List reports on the dashboard as per the provided information.

• You can rearrange the provided filter values by using the Reset button.

• Click on the Export button to view the report in CSV format.

• You can export the report in the following ways:

• All Fields: Exports all the fields present in the Suppliers App.

• Current View: Exports only the fields present in the Current Layout.

• All Fields with Table’s: This exports all the fields in the App along with Custom table data.

• For instance, the exporting All Fields option. Here, you can export all the fields present in the Suppliers app in XLS format.

Steps to generate Suppliers by Category Report:

• Go to General Reports → Suppliers by Category from the left navigation panel.

• On the Supplier Details List page, provide the following information:

• Category - Select the category of the supplier

• Created From - Define the Created From date of the supplier

• Created To - Define the Created To date of the supplier

• Click on the View Report button.

• You can view list of suppliers based on the category, on the dashboard as per the provided information.

• You can rearrange the provided values by using the Reset button.

• Click on the Export button to view the report in XLS format.

• You can view the report in two ways:

• All Fields: Exports all the fields present in the Suppliers App.

• Current View: Exports only the fields present in the Current Layout.

• All Fields with Table’s: This exports all the fields in the App along with Custom table data.

• For instance, by exporting with the Current View option. Here, you can view all the fields present in the Suppliers app in CSV format.

Steps to generate Suppliers Activities Report:

This reports helps you to generate the reports on supplier activities like events, call logs, emails etc. By this you can get the quick glance at the activities taking place in the suppliers app.

• Go to General Reports → Suppliers Activities Report from the left navigation panel.

• On the Supplier Details List page, provide the following information:

• App - Select the app using the dropdown to get the activities related to suppliers

• Name - Select the name of the supplier

• Employee - Name of the employee

• Activity Type - Define the activity type

• Start Date - It retrieves the activities based on the activity creation date.

• End Date - Specify the end date.

• Modified From - Modified From the date of the activity

• Modified Date - Modified To date of the activity

• Click on the View Report button.

• You can view the Suppliers Activities report on the dashboard as per the provided information.

• You can rearrange the provided values by using the Reset button.

• Click on the Export button to view the report in XLS format.