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Generate reports

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You can generate reports immediately or schedule a report to be generated on a weekly or monthly basis. You can generate reports for areas like inventory, wellness, and storage efficiency.

Steps
  1. From the left pane, click Reports.

  2. Click Create Report to generate a new report.

    You can generate a report immediately or you can schedule the report to be generated on a weekly or monthly basis.

To generate a report immediately To schedule the report to be generated on a weekly or monthly basis
  1. Select the type of report and provide the requested values for the report.

  2. Click Submit.

  1. Click the Schedule Report tab.

  2. Select the type of report and provide the requested values for the report.

  3. Select the frequency and the start date and end date for the report.

  4. Click Submit.