Report summary
How to create and manage reports
What is a “report” in Sanka
**Reports are databases for detailed analysis of data. It is used to help users visualize and understand specific information. **What you can do with reports
**1. Analyze data: You can extract the data of the specified object and perform detailed analysis. ** **By setting conditions, it is possible to focus on specific data. ** **2. Data visualization: Extracted data can be visually expressed in graphs, tables, etc. Data can be displayed in a variety of formats, including line charts, stacked charts, and tables. **Key properties of the report
**Name: Set a name to easily identify the purpose and contents of the report. ** **Object: Select the object that contains the data to be analyzed. ** **Report type: Select the table or graph format (e.g. line chart, stack chart, table, etc.) to display the data. ** **Indicator: Select the numerical data to be analyzed (e.g. cumulative total, new, etc.). ** **Filter: A filter function that allows you to set specific conditions and extract only the necessary data. ** **Breakdown: A function that displays data by dividing it into specific categories. ** **Using reports makes it possible to efficiently analyze and utilize data on Sanka. ** **This guide introduces how to create reports, manage them by modifying and deleting them. ** **You can analyze your data in detail by creating reports. ** *※For confirmation of basic concepts such as "objects" and "modules", please see **** "Basics of Sanka" ****. **What you will learn from this article
- How to create a report
- How to modify/delete registered reports
How to create a report
**Here we will introduce how to create a report. ** **① Open the report.By default, it is grouped into the inventory/SCM management module and the procurement/purchasing management module. **
**②Click the "New" button at the top right of the report. **
**③ The "Create Report" screen will be displayed, so register the necessary information. **
**-"Name": Enter the title of the report. **
**-“Report Type”: Decide the design of graphs and tables. You can choose from line charts, stack charts, funnel charts, LTV charts, tables, pivot tables, numbers, forecast charts, sheets, and bar charts. **
**- "Object": Select the object you want to see data on. **
**-"Indicator": Select what kind of data you want to obtain for the specified object. **
**For example, if you specify an order object, you can specify the following data. **
New or cumulative number of orders
Order sales
**-"Filter": You can extract only the necessary data by filtering to display or not display the relevant properties. **
**- "Breakdown": A function that displays data by dividing it into specific categories. **
④Here, as an example
**I would like to create a report on the number of new orders. **
**Enter "New Order Count Report" in the name. **
**Select "Line chart" as the report type. **
**Select "Order" as the object. **
**Select “Order” → “New” for the indicator. **
**Press the "Create Report" button to register. **
**⑤Registered reports can be viewed from the record screen list. **
**⑥Click on the name of the corresponding report to view the chart. **
How to modify/delete registered report records
How to modify registered report records **① Select the report. **
**② Select the name of the corresponding report record. **
**③ The report will be displayed, so press "Edit" on the right side. **
**④Next, the "Manage Report" screen will be displayed, so you can edit the contents. Click "Update Report" to update. You can temporarily hide it from the report record screen list by pressing "Archive". **
How to delete report records
**① Click the checkbox of the record you want to delete from the record screen list and select "Delete". **
**② Be careful not to make any mistakes as it cannot be restored. **
