Creating a report

Enhanced plan

On this page

• Where to start
• Steps
• See also

Where to start

Reports → Create Report. This opens a marketplace dialog listing the available report types.

Steps

1. Pick a type. View Report or Purchase Order Report. (Supplier Reliability and ABC Analysis appear in the marketplace as “Coming Soon” — not yet selectable.) The type is locked once you save — to change types, create a new report.
2. Name it. Short, recognisable. The name appears in the email subject line.
3. Configure by type:
   • View Report — pick the saved Forecast view, then toggle the dashboard sections you want: Overdue Reorders, Reorder Recommendations (with a horizon-days input, default 14), Coverage Summary, ABC Distribution, Supplier Breakdown. Most sections have an optional nested “show variants” toggle that lists each variant in the bucket.
   • Purchase Order Report — pick which PO statuses to include (default: Sent / Confirmed / In Progress), toggle the Overdue Orders Alert, toggle the Arriving Soon section (with a days-ahead input, default 7), pick a sort order, and choose which sections to render (Quick Stats / Supplier Breakdown / Status Breakdown / PO Table).
4. Add recipients. Pick recipients from your global recipient list. Recipients are added separately under Reports → Recipients with First Name, Last Name, and Email — there’s no inline “type an email” control inside the report itself.
5. Set the cadence. Daily, Weekly (pick a starting weekday), Bi-weekly (pick a starting weekday), Monthly, or Quarterly. Plus a time-of-day (5-minute increments) and a timezone (picked from 21 supported zones).
6. Save and activate. Toggle Enable this report. The status badge flips from “Inactive” to “Active” and the first email will arrive at the next scheduled time.

Tip

Start with one recipient — you — and verify the contents before adding your team. There’s no “Send test now” button; the easiest way to receive a real copy is to schedule it daily for a few minutes from now, then reset after the first email arrives.

See also

• Report types — details on each.
• Recipients & scheduling — managing who receives what.
• Cadence and time — the supported schedules.

Last updated: 19 May 2026