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Generate reports with the Report Wizard

Use the Report Wizard in to create customised analysis reports by applying filters and criteria that match your business needs.

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Written by Rubin Muresan
Updated over 2 months ago

You can create customised reports using the Report Wizard. This tool allows you to apply filters and criteria so the report includes only the information you need, making it easier to analyse data at the group or site level.

To create a personalised report, follow these steps:

  1. From the Group area, click the Report icon.

  2. Select Analysis Reports and click Report Wizard.

  3. Choose the required criteria, such as date range, order type, contractor, unit, or other relevant filters.

  4. Click Create report to generate the customised output.

πŸ“Œ Note: Reports created in the Report Wizard can be tailored to specific business needs and saved for future use, making it easier to track performance or compliance data without recreating the same filters each time.

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