ERP Module

Reports

Saved reports, builder, exports, and schedules

Reports gives teams a controlled reporting surface for saved views, report building, exports, and scheduled distribution.

Inside the app

What to know

What Reports handles

Reports maps Reports into the public product view.

Reports

Report overview

Find reporting surfaces and current reporting context quickly.

Saved reports

Preserve reusable views with ownership and business purpose.

Report builder

Create operational views from governed ERP data.

Exports and schedules

Control recurring distribution and export readiness.

Workflow

Build report view

Business Analyst

Use builder and overview surfaces to create the right operational view.

Save and govern

Reporting Owner

Store saved reports with context, ownership, and expected use.

Export or schedule

Operations Manager

Run exports and schedules with clear distribution intent.

Business AnalystReporting OwnerOperations ManagerController

AnalyticsFinanceInventory ControlScheduled report deliveryExport review remindersSaved view hygiene tasks

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