Reports module

General path: Company space > Reports

The Reports module centralizes analytical views by domain.

Available reports

Reports depend on the modules activated in the company: Sales, Purchases, Stock, CRM, HR, Workflow, Planning.

View a report

1. Open Company space > Reports.
2. Choose the domain.
3. Select available filters.
4. View the indicators.
5. Export if the interface allows it.

Report builder

Path: Company space > Reports > Builder

Required to save: Report name.

Build parameters:

Parameter	Description
Module	Source domain (Sales, Purchases, Stock…)
Entity	Table or object to analyze
Columns	Fields to display
Filters	Conditions to narrow results
Sort	Display order
Period	Time window depending on the report
Limit	Maximum number of results
Aggregation	Sum, average, count…
Visualization	Table, bar chart, line chart, pie chart

Process:

1. Configure the query.
2. Execute to review the result.
3. Choose the visualization suited to the data.
4. Export to CSV if needed.
5. Give the report a name.
6. Save.

TIP

Reports use data already entered by teams. The better the data quality, the more reliable the analysis.