Pivot Reports in Coriti ERP

Pivot Reports in Coriti ERP


Nowadays most businesses struggle to manage their data and extract valuable insights from it. Usually, the reasons is that they lack the technology to easily decide what data and how to do it. Most solutions are fixed one – they provide a given dashboard and you always must work around it. In this article we will present our new feature in Coriti – flexible Pivot reports.

Coriti Pivot reports will save your time

Coriti is cloud-based and this allows you to use it on every device you have with an internet connection. This is one of the best features. If you need information and you are not in the office is very easy to log in and get it.

 

Furthermore, this Pivot report is very easy to use with the “Drag and drop” function. You take the field drag it to the section you need and drop it there. Easy, fast, and no place for any mistakes.

 

It is simple and fast

You have to start with choosing the time period for the analysis. This you can make from the first two fields and generate it from the button in the right.

Above these two fields you can see the section “Available Felds”. There are placed all the field that can be used for the analysis. Those fields are depending on the information your company is collecting. In the sections “Data”, “Columns” and “Rows” are the locations where you drop the options from “Available fields”.

Section “Data” is used mainly for fields that contain numerical values - “Quantity”, “Cost”, “Price” etc. The field placed in “Columns” will group the information in the table. Will explain this later in the article.

Last of all, is section “Rows” where you can put all the fields that you want to analyse.

Here is an example to see everything clearly.


The chosen period you can see on the top. You can see that we chose to analyse the trademarks and it is placed in section “Rows”. In “Columns” is field “Day” and it shows the information on monthly base. So, the report is grouped by months. Because of the short period, we can see only this month. If we choose the period to be from the 1st of January till the 30th of April, we will see the information grouped for each of the months.


 Another interesting function are the filters. You can find filters in every available field and they are based on what information they contain. For example, in Trademarks, we can choose which of them we want to see in the report table

There is no restricts of the amount, even one is fine to be chosen.

 

How to make a hierarchy

Making hierarchy is very easy. Everything that needs to be done is to drop all the fields that you need in the order that you want.

Here’s an example:


Placing the fields in same order that we need the grouping will result that Coriti Pivot report will create such hierarchy. You can see that in front of every word in the table there are some arrows. This arrow allows to hide and show the subcategories. So, if you want to see the last subcategory (in our example this is the product) you should use these arrows.

Lastly, there are buttons for export the table with information. So, they can be used in the report.


 Without a doubt these Pivot reports are very fast and easy to use. If you want to try them you can contact us and we will send you a demo version.