Reports

eGrow includes a number of tools for reporting data on Sales, Customers, Inventory, Shipping, Production, Purchasing and Employee List.

Steps to run a report

1. Click on Reports in the top menu.
2. Then click on the name of the desired report category on the left list to expand it.
3. Click on the desired report name on the left list.
4. Next set the criteria for the report output. Criteria options vary by report.
   1. Check the box for each field you want included on the report's output. There are also UnCheck All and Check All links at the top to select or deselect all fields.
   2. You can also filter on any field by setting the operator (i.e "=, ">", "Contains", "Not Contains", "Starts With", etc). The "In" operator allows for providing a comma separated list of values to match recrods agains (i.e. a list of several ProductIDs for item sizes of a particular plant)
   3. At the bottom select whether to Match All criteria, or Match Any.
   4. Set the Order By preferences.
   5. Set the initial Page Size for the number of records at a time that will preview on screen.
   6. Click the search button to generate the report.

Preview output

After clicking search the report data will be shown on the next page with the number of records set on step 5 above. You may then interact with the report in the following ways.

1. Click on to return to the adjust report criteria.
2. Click on to reload the screen.
3. Click on or to move one page back or foward.
4. Click on or to move to the first or last page.
5. Click on to go back to report criteria and start over.
6. Click on to go back to report criteria and start over.
7. Click on to save the report with selected criteria for future use.
8. Click on or to export the report data to Excel in the older XLS or newer XLSX formats.
9. Each column on the output have the following functions.
   1. Clicking will resort the data ascending by that column's values.
   2. Clicking will resort the data descending by that column's values.
   3. Clicking will open a popup to allow applying a specific filter on that column's values.

My Saved Reports

After clicking to Save a report and they can be run again any time from the My Saved Reports menu. Saved reports will automatically generate with the same criteria that were set when saved.