The Reports section lets you access all reports that have been generated for your account — both system-generated and reports you create on demand. This is where you can review, download, and manage your reporting history.
Reports Page
All available reports are listed in a simple table. From here, you can:
- Search for a specific report
- See who generated it (system or team member)
- Check when it was created
- Download it once it’s ready
Monthly reports generated by the system will appear automatically. Any custom report you create will also be added to the list once it completes.
To create a new one, select Create Report in the top-right corner.
Create Report
When you choose Create Report, a window appears where you set up the export.
You’ll enter a report name, choose the report type (Inventory, Orders, or Check-ins), and select the date range you want.
Once you create it, the report will start generating and will appear in your list. When it shows as Completed, you can download it.