How to Save Availability Filters & Set Automated Reports

In two simple steps, you can save your availability filters and set up an alert to receive updates! No more redundant report building, just save your filters and set an alert.

Saving Availability Filters

🎯 Objective

Reduce the time needed to prepare specific availability and out-of-stock reports to easily generate the frequently monitored information.

📘 Flow

1. Go to the Availability Report on the portal → select your filters & grouping.

2. Click the save icon next to the Apply button and label your filter template.

3. At this point, the filter will be shown in the availability filter template dropdown on the top left of the view.

4. You can update the saved filter by selecting it from the dropdown and clicking again on the save icon.

Once the filter template is saved, you can use it to generate the same views from the availability report on the portal or enable the automated alerts.

Setting Automated Availability Reports

🎯 Objective

Send the saved availability report filter view to the concerned parties using the alerts module.

📘 Flow

1. Go to Alerts Settings → Availability Report and click the settings icon to add a new alert for Availability Report.

2. Select the corresponding alert filter and set the frequency you want (Daily/Weekly/Monthly).

3. Go to the notification menu under Alerts and assign the newly added alert settings to the relevant recipients.

4. At this point, the recipient will receive the same view that was saved in the filter of the availability report.