How do I use Reports in Clarus WMS?
Clarus WMS Reports: Access, Run, and Customise
This guide explains how to use the more than 30 pre-made reports available in Clarus WMS. You will learn how to find, run, and change these reports to suit specific accounts or warehouses.
Step-by-Step Guide
1. Access Reports
Click the dropdown menu next to your name in Clarus WMS. Then, select My Reports from the list.
2. View Available Reports
You will see a list of pre-set reports on your screen.
3. Select a Report to Run
Look through the list of available reports to find the one you need.
4. Run the Report
Click the Run button next to your chosen report. The report will then download to your computer as an Excel CSV file.
5. Open Report Settings for Customisation
Click on the name of the report you wish to change. You will then see the General Settings and pre-set Report Fields.
6. Add Variables
Scroll down to the Variables section and click +New to add a new variable.
7. Fill in the Details for the Variable
For Parameter Name, choose either account_id or warehouse_id from the dropdown list. For Variable Value, enter the number that matches the account or warehouse. If you want to be asked to confirm the account or warehouse each time you run the report, tick the Prompt box.
8. Save the Variable
Once you have entered all the details, click Save. You can add more variables if you need to customise the report further.
REMEMBER: These custom settings are only saved to your personal account and will apply only to your reports. They will not affect other users' reports.FAQs
How do I access the reports in Clarus WMS?
Click the dropdown next to your name and select My Reports to see the available reports.
In what format are the reports downloaded?
Reports are downloaded in Excel CSV format.
Can I run reports for specific accounts or warehouses?
Yes, you can add variables to run reports for specific accounts or warehouses by changing the report settings.
What does the ""Prompt"" option do when adding a variable?
When enabled, the Prompt option will ask you to confirm the account or warehouse every time you run the report.
Are custom settings for reports saved across all users?
No, customised settings and variables are saved only to your personal account and apply only to your reports.
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