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Company News By: Louis Leung

New feature: Reports and Export

“How much money is held up in our inventory?”
“Which orders are overdue that’ll require my attention?”
“Which products are out of stock that need reordering?”

We often come across questions like these when we are running our business. Access to information is essential for making sound business decisions. With that in mind, we added in the new Reports feature to Carta last month!

Report

You can access the different reports by clicking the reports icon on the main menu.

Report menu

Reports come with a lot of neat features to make it easier for you to get the answers you want. Let’s take a deeper look!

FILTERS

Filters at the top allow you to quickly filter out data that you don’t want. This way, you can get your answers much faster without having to dig through all the data.

You can filter a report by multiple criteria to fine tune your search too!

Report filters

COLUMN SELECTION

Information is a good thing. But sometimes, too much information gets in the way.

Column selection allows you to select only the columns you want to see. To access the selection, click on the “…” button at the top right of the table.

Report filters

The dropdown will let you choose which columns you want to display on your report.

Report filters

PRINT & EXPORT

Once you’ve gotten your report, you can also print it out or download it as a CSV file. A CSV file allows you to work with your data in Excel or other spreadsheet programs.

Report filters

MORE TO COME…

We are still in the middle of adding in more reports and features to Carta. Expect to see more reports showing up in the coming months! Let us know if there is a specific report you’ll like to see!