Exclusive Guide to ERP Report Builder

3 months ago
7

Welcome to the Sigzen ERP Tutorial on Using the Report Builder! This video is perfect for both new and experienced users looking to optimize their reporting within the ERP system. This tutorial will guide you through the Report Builder functionality to enhance your operations.

In This Tutorial, You'll Learn:

Navigating to Report View:
Navigate a report view in Sigzen ERP.
Customizing Columns:
Customize a column and drag and drop it for your convenience.
Filtering Data:
Learn various filters to use more efficiently.
Adding Totals and Saving Reports:
Use the "Total" feature to see the total amount quickly.
Accessing Saved Reports:
Access all reports related to the doctype, including those created by you.

Key Features Highlighted:
Efficient Report Management: Easily navigate and manage reports within Report Builder.
Customizable Views: Tailor the report to display the most relevant data for your operations.
Advanced Filtering: Apply and save filters to streamline your data analysis process.
Dynamic Sorting: Sort data by various fields to prioritize information according to your requirements.

Why Watch?
This step-by-step guide is designed to help you leverage the full potential of the Report Builder in Sigzen ERP, ensuring you can create and manage reports with ease. With detailed instructions and practical examples, you'll enhance your reporting processes and improve overall efficiency within your organization.
If you have any questions, leave them in the comments below. Don't forget to like, share, and subscribe for more ERP tutorials tailored to your business needs. Happy reporting!

Please feel free to reach out to us for any ERPNext implementation or customization needs. : https://www.sigzen.com/
info@sigzen.com

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