Did you know your clients can customize and schedule reports as well as automate their delivery over email?
Propago offers over 40 standard reports providing your clients with detailed information on their users, orders, shipment details, part usage, inventory details and more. Your clients can customize, schedule, save, and share reports with other users as well as download reports in the following formats, XLS, CSV, PDF.
Main Capabilities
- Add, remove, filter, sort and summarize data
- Save customized reports
- Ability to print reports in different formats
- Export reports for further data manipulation
- Share reports with other users
- Schedule reports to run during specific time frames
Whether it is a standard or custom report, your clients can always remove columns they don’t need. They can also filter data to create subsets and analyze specific data. For example, they can filter a report on a specific date range to capture and view all orders from last quarter.
Your clients can also summarize reports by grouping data to view total counts based on specific criteria. For example, they can summarize data to view total number of orders submitted by state.
They can share reports. Straight forward as it sounds, your clients can give specific users or a group of users permission to access custom reports through the storefront. They can also automate delivery of any report via email in an Excel format.