Saved reports

On the Inventorypage you can spend time tuning the columns, filters, sort, and location to ask a specific question — “what's overstocked at the warehouse?”, “which suppliers have dead stock?”. A saved report captures that whole grid state so you can come back to it instantly.

Save the current view

Click the small save icon in the Inventory toolbar. Give the report a name and choose its visibility:

• Just you — only you can see and load it.
• Everyone in company — anyone in your company can load it (but only you can rename, share, or delete it).

The Saved reports page

Saved reports in the sidebar lists every report you can see, split into Your reports and Shared in your company. Each row shows:

• The report's name (click to open it in Inventory).
• The owner.
• Who it's shared with — just you, or everyone in the company.
• When it was last updated.

For your own reports you can also rename, toggle visibility, or delete.

Updating a saved report

Open one of your reports from the Saved reports page. The save button in the toolbar then becomes a Save changes button — clicking it overwrites the loaded report with your latest tweaks (same name, same visibility). Use the small chevron next to the icon to Save as new report… instead, if you want to branch off into a new one.

Reports that other people have shared with you are read-only — opening one and clicking save creates a new report under your name (you pick a new name in the dialog).