Report Request Form

Any Report available in Total Inventory Solutions can be setup as an “Automatic Email Report” (to be sent to you weekly / monthly etc.) or as a “Memorized Report” (the report will be added under the Memorized Report menu with all info prefilled for easy access). A Memorized report can be set to be accessible only to certain users and only have access to certain preset categories/brands etc.

Use the form below to submit a request for an Auto Email Report or Memorized Report setup.

You’ll be asked to submit a screenshot of a sample report. Open the Report Options in Total Inventory and fill out all info you would want to include on the Auto Email / Memorized Report. (For Weekly reports, select ‘Last Week’ as the date range, for Monthly, select ‘Last Month’ etc.) Take a screenshot of the report options and upload it to the form below. (see sample screenshot below)



    Request Type:

    Auto-Email ReportMemorized Report

    Select Report

    Other Report Name:

    Which Email address(es) should the report be sent to?

    At what frequency should the report be sent out? (daily/weekly etc)

    Report Format:
    PDFExcel

    Do you want to use a specific User View for the report? Click Here for more info
    NoYes

    What is the name of the saved User View?

    Which report options should the user be allowed to change (for example dates, grouping options)?

    Which User(s) should have access to this report?

    Please upload screenshot of Report settings (see sample below)

    Additional Comments: