How do I set up a Goods In Transaction Report in Clarus WMS?
Goods In Transaction Report
This guide explains how to set up a Goods In Transaction Report. You can customise it with specific variables to suit your business needs, ensuring you get accurate and timely information on your goods received.
Step-by-Step Guide
1. Schedule a New Report
First, set up a Scheduled Report. Go to the Reports section, click +Add Report, and then search for Goods In Transactions from the dropdown menu.
2. Add Parameters and Variables
You need to add three essential parameters for this report:
Parameter 1: Account ID
Set the Parameter Name to account_id. For the Variable Value, enter your specific account ID number (e.g., 1).
Parameter 2: Created From
Choose created_from as the Parameter Name. Enter the start date for your report as the Variable Value (e.g., 2024-01-01).
Parameter 3: Created To
Select created_to for the Parameter Name. Enter the end date for your report as the Variable Value (e.g., 2024-01-31).
REMEMBER: You can add more variables to further customise your report, such as 'Start of last week', 'Last Sunday', or 'Start of today'.3. Save the Report
Once all parameters are entered, click Save. Your report will now display all goods in transactions within the dates you specified.
FAQs
How do I set a specific time range for the goods in report?
Add the created_from and created_to parameters to set your preferred date range for the report.
Can I customise the report for a specific account?
Yes, you can set the account_id parameter to customise the report for a particular account.
Can I add more than three variables?
Yes, you can add additional variables as needed to refine the report.
Will the report run automatically?
Yes, once you have saved the report, you can schedule it to run automatically at a set frequency.
Can I generate a report for today's transactions?
Yes, by adding a variable for the start of today, you can view goods in transactions for the current day.
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