Reports

Reports give you a filtered inventory snapshot that can be reviewed in-app and downloaded for committee work, audits, or seasonal planning.

Generate and review reports

The reports page keeps the controls compact: choose filters, generate the dataset, review the table, and export when you are ready.

Current reports page

Common report workflow

  1. 1Open Reports and set the filters that matter for the export.
  2. 2Generate the inventory view and review the rows in the table.
  3. 3Download the export once the filtered result looks correct.