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Reports Overview

Last updated 28/11/2017

Cin7 provides a wealth of reporting functions, this is article explains how to navigate around them.

Overview


Any modern business needs reporting functionality to make strategic management decisions based on real time information.

Cin7 provides three report modules for this purpose:

  • Reports Dashboard
  • Standard Reports
  • Retail Reports Dashboard

Whilst the Reports Dashboards that you see on logging into Cin7 give quick overviews of data, the Standard Reports and Retail Reports Dashboards give a more comprehensive look into both Sales and Accounting data. Each of these specific areas of interest are explained in more detail in the linked articles above.

Pivot Tables


The key to understanding how a majority of Cin7's reports work is to understand the workings of pivot tables.

Pivot tables were developed in the early 1990s as a way for businesses to easily understand data stored in spreadsheets without any programming knowledge. Pivot tables provide a graphic way to slice up data quickly and easily. If you already understand how pivot tables work in Excel, you will be able to use Cin7's reports easily. There are countless tutorials online that you can use for reference, for instance Introduction to Pivot Tables, Charts, and Dashboards in Excel.

In general, Cin7's Pivot Tables look something like this:

On the left-hand side will be rows of data. For example, this might be each product that you have sold.

On the top are the columns, this might be the months of the year.

In the calculated fields box, are the numbers to be crunched - so you'd typically see Sales values in here.

Then the actual results are found in the largest part of the screen. In this example it will show sales values for each product, month by month.

Any other fields that are in the report but are not in use will remain in the parked fields section until dragged into the report.

For more information about configuring a report, see Using and Modifying Reports.