What you can do
Choose how to consume CRIBWISE reporting data – historical values, transactions and actual stock figures – from charts and tables inside the Admin Portal to dashboards, scheduled mails and an external BI tool.
Choose your method
| Method | Best for | Guide |
| Chart reports | Seeing reporting data and aggregated values in chart form. | Understanding tabular and chart reports |
| Tabular reports | Tabular data with grouping and aggregated values. | Understanding tabular and chart reports |
| Scheduled reports | Sending a chart or tabular report to specific receivers on a regular basis. | Understanding tabular and chart reports |
| Dashboard widgets | Reporting data and actual system status at a glance. | How to configure dashboard widgets |
| Interactive reports | Altering existing data from historical transactions, such as ABC classification. | How to optimize stock levels and order points |
| BI interface and Reporting API | Consuming reporting data in external applications, for custom reports and dashboards. | BI interface: connect a BI tool to CRIBWISE reporting data |
Before you start
- Historical reporting data is generated from transactions three times a day. Reports showing the actual stock situation read live data.
- Decide which data source your report needs – see Report data sources reference.
Important: Data in chart and tabular reports, and data delivered by the BI interface and Reporting API, is not limited by restrictions on items, vendors, devices or stocks. To keep sensitive data out of reach, restrict a user or user group to specific reports, and set the privileges that allow creating, reading and updating reports.
Read more about Admin Portal privileges and data access.
After choosing
- Set the filters – a report is only as good as its filters. See How to use report filters.
- Check who can see it – review report restrictions and privileges for the user groups involved.
Related articles
- Default reports reference: 19 built-in reports – what you get without building anything.
- How to create a custom report – build your own chart or tabular report.
- Report data sources reference – every field in every data source.
- How to use report filters – filter the data behind a report.
- BI interface: connect a BI tool to CRIBWISE reporting data – reporting outside the Admin Portal.