Follow a total to its records
Move from an inventory summary to the rows that explain balances and activity.
Reports & saved views
A number is only the beginning.
Review live inventory summaries and drill into inventory, ledger, expiry, backorder, and transfer records. Save report views to your account for later use.
See the application
Investigate operational exceptions
Use expiry, backorder, and transfer reports to identify the records that need follow-up.
Save a useful view
Persist report filters and selected columns on the backend so reporting preferences belong to your account.
IN PRACTICE
How the workflow fits together.
- Choose an operational report.
- Review or filter the underlying records.
- Save the view for your next review.
Are reports based on live inventory data?
Report endpoints read the application’s stored operational records. Saved views preserve report configuration; they do not replace those records with a separate manually maintained spreadsheet.