How To: Generate a Standard Report

How To: Generate a Standard Report




Yellow Dog includes a robust reporting module with more than 400 reports. Understanding how to locate and generate reports helps you get the most value from the system.

 
  • Permission to access Reports



  1. Go to Reports > Standard Reports.

  2. Open the folder or subfolder related to the report you want.

  3. Select the report.

    InfoTip: If you are unsure which report to use, use the search bar at the bottom of the window to find a report by name.

  4. Enter the required filters for the report.
    Required filters typically include store and date/time.

    Many reports also include optional filters such as:

    • Level

    • Vendor

    • Evergreen item status

    • Other criteria to refine results

  5. Select Generate.

The system generates the report based on the selected filters.