How do I set up a Goods Out Transaction Report in Clarus WMS?
Setting Up a Goods Out Transaction Report
This guide explains how to set up and customise a Goods Out Transaction Report in Clarus WMS. By following these clear steps, you can create a report that provides relevant insights for your business.
Step-by-Step Guide
1. Schedule a New Report
First, set up a Scheduled Report. Go to the Reports section, then click +Add Report. From the dropdown menu, search for Goods Out Transactions.
2. Add Parameters and Variables
You need to add three parameter and variable sections. Follow these steps for each:
Parameter 1: Account ID
For Parameter Name, select account_id. For Variable Value, enter your account ID number (e.g., 1).
Parameter 2: Created From
For Parameter Name, select created_from. For Variable Value, enter the start date for your report (e.g., 2024-01-01).
Parameter 3: Created To
For Parameter Name, select created_to. For Variable Value, enter the end date for your report (e.g., 2024-01-31).
3. Save the Report
Once you have entered all the parameters, click Save. Your report is now ready to show goods out transactions within your chosen time frame.
Additional Variable Suggestions
You can further customise your report with extra variables:
Start of last week: See transactions from the beginning of the previous week.
Last Sunday (or any day): Set a variable for a specific day in the past week.
Start of today: View transactions from the beginning of the current day.
FAQs
How do I set the time frame for the goods out report?
Add the created_from and created_to parameters to define the start and end dates for your report.
Can I add more than three variables?
Yes, you can add more variables to customise the report further based on your specific needs.
Where do I find my account ID?
Your account ID can be found in your account settings, or you can contact your Clarus WMS administrator for help.
Can I schedule this report to run automatically?
Yes, once set up, the report can be scheduled to run automatically at your preferred frequency.
Can I customise the date ranges for the report?
Yes, you can enter any date range by adjusting the created_from and created_to variables.
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