V9 - Reports overview

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Reporting is a critical process for many companies. In SOS Inventory, it revolves around producing meaningful reports to see how the system is managing data and to inspire collaboration. 

 

The Reports section includes the following:

 

• Reporting introduction. This folder includes articles with important information you need to know before setting up a report, the organization of the Reports list, and a breakdown of sections on a report page. Also included is a Report description summary page.
   
• Running a report. A folder of articles that includes the basic steps in running a report, as well as how to favorite, customize, and schedule reports.
   
• Folders for each section of reports. Organized to match the report types and ordering on the Reports list, each folder contains individual pages for every report listed within its section. (Please note that the individual pages for many reports are still under construction.)
  • Inventory reports
  • Purchasing reports
  • Sales reports
  • Fulfillment reports
  • Production reports
  • Rental reports
  • Accounting reports 
  • Miscellaneous reports