Reports
Working with Reports
In the “Reports” section, the user can open ready-made reports, set execution parameters, view results, export data, and work with saved execution results.
Main Elements of the Reports Page
The reports page consists of the following main elements:
Report Selection or Search Field
At the top of the page, there is a “Report” field.
The “Report” field is used to search for and select an available report.
The user can:
enter the full report name;
enter part of the report name;
select a report from the list;
quickly proceed to running the selected report.
“Run” Button
The “Run” button is used to execute the selected report.
Once you click the button, the system runs the report and displays the results in a table.
If the report has settings, you must select the required values before running it.
Export Buttons
Export buttons for report results are available at the top of the page.
Supported formats:
XLSX;
CSV.
The export buttons are used to download report results into a file.
Export is available after the report has been executed or when opening a previously saved result.
“Recent” Block
The “Recent” block displays the reports the user worked with most recently.
This block allows the user to quickly reopen a report without searching through the “Report” field or categories.
The block displays cards of recent reports. To open a report, click the corresponding card.
Report Categories
Categories are used to group reports by purpose.
They help quickly find the required report depending on the task type.
For example:
Catalog — reports on directories, products, groups, contracts, and suppliers;
Orders — reports on orders and deliveries;
Stock — reports on inventory balances;
Forecast — forecasting reports;
Pricing — pricing reports.
The user can browse categories on the page and open reports from the required category.
Report Cards
Each report within a category is displayed as a separate card.
The card contains:
the report name;
a short description, if available;
visual placement within the corresponding category.
To open a report, click its card.
Cards allow users to quickly browse available reports without opening additional lists.
Report Parameters Page
After selecting some reports, a parameters page opens.
These parameters are used to limit or refine the report results.
For example, the user can select:
contract;
supplier;
period;
product;
store;
category;
other values, depending on the specific report.
After filling in the parameters, click the “Run” button.
If the fields are unfilled, the system may use the default values, such as All contracts or All suppliers.
Results Table
After the report is executed, the result is displayed as a table.
The report results are displayed in the form of a table with rows and columns of data.
The following capabilities may be available for the table:
data sorting;
filtering;
changing column width;
text wrapping in cells;
displaying the number of rows;
displaying the report execution time.
The table is the main area for working with report results.
Additional Actions Menu
The additional actions menu opens extra functions for working with the report and the results table.
The following actions may be available in the menu:
Show status line — view the report execution status;
Word wrap — enable or disable text wrapping in cells;
Reset column width — restore default column widths;
Reset filters — clear applied filters;
Composer — navigate to the report builder.
The additional actions menu is used to configure result display and navigate to advanced features.
Search and Selection of a Report
A report can be found in two ways:
Through the “Report” field at the top of the page.
Through report categories.
Search Through the “Report” Field
At the top of the page, there is a “Report” field.
The user can enter the full or partial report name.
For example:
Contracts and suppliers;
Stock without forecast;
Supplier service level;
Forecast accuracy by group and store.
To run the report, click the “Run” button.
Search Through Categories
Reports are also grouped into categories. Each category contains reports of the corresponding type.
A report is displayed as a card. The card shows the report name, and for some reports, also a short description.
To open a report, click the corresponding card.
Report Categories
All reports are grouped into categories according to their purpose. Categories help quickly find the required report depending on the task type.
The following categories are available:
Catalog
Control
Data Quality
Forecast
Orders
Pricing
Promo
Sales
Stock
Usage
Catalog
The Catalog category contains reports related to directories, products, groups, contracts, and suppliers.
These reports are used to view basic reference information that may be required for analysis, checking settings, or working with other system modules.
Examples of reports in the category:
Contracts and suppliers
Displays information about contracts and suppliers.
Items and groups
Displays information about products and product groups.
The Catalog category should be used when it is necessary to find or verify reference data, such as a contract, supplier, product, or product group.
Control
The Control category contains control reports that help verify the correctness of settings and relationships in the system.
These reports are used to identify missing or incorrect relationships, as well as to check calculation statuses.
Examples of reports in the category:
Diagrams without SKU-contract links
Shows diagrams for which links between SKU and contracts are missing.
OOS calculation status by SKU
Displays the OOS calculation status by SKU.
The Control category is useful for checking the quality of settings before running calculations or analyzing results.
Data Quality
The Data Quality category contains reports for checking data quality.
Such reports help identify missing, incorrect, or incomplete data that may affect forecasting results, orders, or other calculations.
Examples of reports in the category:
Daily transaction summary
Displays a daily transaction summary.
Orders without calendars
Shows orders for which calendars are missing.
The Data Quality category should be used when it is necessary to verify whether there is enough data for the correct operation of the system.
Forecast
The Forecast category contains reports related to forecasting.
These reports are used to analyze forecast accuracy, compare forecasted and actual values, and monitor forecasting quality at different aggregation levels.
Examples of reports in the category:
Forecast accuracy by group and store
Displays forecast accuracy by product group and store.
Forecast accuracy by group, total network
Displays forecast accuracy by product group at the entire network level.
The Forecast category is used to analyze forecast quality and identify deviations between forecast and actual sales.
Orders
The Orders category contains reports related to orders, deliveries, and supplier service levels.
These reports help analyze order fulfillment, delays, delivery adjustments, and service levels.
Examples of reports in the category:
Supplier service level by SKU
Displays supplier service level by SKU.
Supplier service level
Displays the overall supplier service level.
Order component analysis
Used for analyzing order components.
Orders with delivery adjustments
Shows orders with delivery adjustments.
Delayed orders
Shows delayed orders that have not yet been confirmed.
The Orders category should be used for supply control, delay analysis, and verification of order fulfillment.
Pricing
The Pricing category contains reports related to pricing.
These reports are used to view current prices, price change history, and purchase prices.
Examples of reports in the category:
Store prices and latest price dates
Shows the latest price change records for each SKU-store pair.
Purchase prices
Displays purchase prices.
The Pricing category is used to verify price relevance and analyze changes in pricing data.
Promo
The Promo category contains reports related to promotional activities.
These reports help analyze stock, sales, or other indicators related to promotional activities.
Example of a report in the category:
Promo ending stock analysis
Used for analyzing stock after the end of a promotion.
The Promo category is useful for evaluating promotion effectiveness and controlling remaining stock after promotions end.
Sales
The Sales category contains reports related to sales.
These reports are used for sales analysis, store comparison, or evaluation of sales performance indicators.
Example of a report in the category:
Average sales rating by store
Displays the average sales rating by store.
The Sales category is used for sales analysis and evaluation of store or product performance.
Stock
The Stock category contains reports related to inventory balances.
These reports help analyze product availability, stock coverage, shelf-life expiry risks, and missing forecasts for SKU.
Examples of reports in the category:
Stock without forecast
Shows stock balances for which no forecast is available.
Stock coverage in weeks
Displays stock coverage in weeks of sales.
Stock at risk before shelf-life expiry
Shows stock that may become risky before shelf-life expiry.
Stock coverage above threshold, days
Shows products for which stock coverage exceeds the specified threshold in days.
The Stock category is used for inventory control, identifying excess stock, and detecting risks related to inventory balances.
Usage
The Usage category contains reports related to report usage within the system.
Example of a report in the category:
Report usage statistics
Displays report usage statistics.
The Usage category is used to analyze which reports are used, how often they are run, and by whom.
Running a Report
After selecting a report, the user proceeds to its execution.
At the top of the page, the following are displayed:
the selected report name;
the “Run” button;
export buttons;
the additional actions menu.
If the report has not yet been executed, the workspace may display the following message:
“Click ‘Run’ to load the report”
To execute the report, click the “Run” button.
Report Parameters
Some reports have execution parameters. Parameters allow the user to limit the report result or select specific values for analysis.
For example, the following parameters may be available for the Contracts and suppliers report:
Contract;
Supplier.
The user can select:
a specific contract;
a specific supplier;
the values All contracts or All suppliers if data for all values is required.
After selecting the parameters, click the “Run” button.
Report Execution Results
After the report is executed, the system displays the result as a table.
At the top of the table, service information may be displayed:
the number of rows in the table;
the report execution time.
For example:
Rows in table: 43; Execution time: 0:01
Data is displayed in the Table tab.
The following actions may be available in the table:
viewing values in columns;
sorting;
changing column widths;
filtering;
text wrapping;
resetting column widths;
resetting filters.
Exporting Results
Report results can be exported in the following formats:
XLSX;
CSV.
To export, click the corresponding button at the top of the page.
Export is available after the report has been executed or after opening a saved result.
Link to the Report Result
A link to the report result file can be created.
To do this, click the link creation button next to the export buttons.
In the “File link” window, the user can configure:
Expiration period
Available options:
1 day;
2 days;
7 days.
Access level
Available options:
by link;
everyone;
administrators only.
After selecting the settings, click the button:
“Save file and copy link”
After that, the system will save the file and copy the link for further use.
Report Composer
The Builder is used for advanced report Composer.
The builder can be opened through the additional actions menu.
In the builder, the user can:
create or edit SQL queries;
configure report columns;
work with parameters;
use grouping;
configure data extensions;
view the database structure.
Main builder sections:
Table — section for configuring report columns;
Script, Category — section for the SQL query;
Parameters — section for configuring report execution parameters.
More detailed information about working with the Builder is described in a separate document at the following link:
[add link to Builder documentation]