How do I generate a Standard Report?

How do I generate a Standard Report?

This video will demonstrate how to generate a Standard Report?


Reports

For detailed information on each report, please see the separate manual covering Reports.

There are two main report features in Yellow Dog Inventory – Standard Reports and Saved Reports.

Standard Reports

Standard Reports are reports that are included with Yellow Dog Inventory. There are over 150 common reports as well as less common ones based on frequent customer requests. If you would like your report list to the left of the filters instead of on top, right click in the Standard Reports screen and choose “Reports on Left”.

To generate a report, select the report you wish to run. Most reports can be filtered by timeframe, store, level and vendor. Other reports give you the option to select specific SKUs and include items with no activity or count.

After you have set the filters, click Generate in the upper right-hand side of the filter section.

From here, your report is further customizable by clicking the blue “change columns, sorting and grouping” hyperlink in the top right corner. You can choose up to three columns to sort by, as well as add and remove the columns. Once you have the columns you want, you can click and drag to reorder them.

You can print your report, or you can choose Export… to send it to Outlook, a CSV file, Excel, or PDF. You can also save your customized report template and it will then appear in your Saved Reports

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