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 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