CNFANS: Creating Custom Reports for Management & Stakeholder Review
A Step-by-Step Guide to Exporting Filtered Data for Board and Investor Reporting
Effective management and investor reporting relies on precise, relevant data. CNFANS empowers users to move beyond standard reports by creating custom exports tailored to specific review criteria. This guide walks you through the process of generating focused reports filtered by key parameters such as date ranges, seller performance, and shipping line activity.
Steps to Create a Custom Export
Step 1: Navigate to the Analytics Dashboard
From your CNFANS main menu, select AnalyticsReport Builder. This is your central hub for all data extraction tools.
Step 2: Define Your Data Scope
Choose your primary dataset (e.g., Shipment Records, Financial Transactions, Seller Performance). Clearly defining the scope ensures your report contains the correct foundational information.
Step 3: Apply Strategic Filters
This is the core of customization. Use the filter panel to narrow down the data precisely:
- By Date:
- By Seller/Vendor:
- By Shipping Line:
- By Seller/Vendor:
Filters can be combined. For example, you can generate a report for "Seller A's shipments via Shipping Line B in Q3 2024."
Step 4: Select Output Columns
Choose which data fields to include in your export. For investor reports, focus on high-level KPIs, financial metrics, and growth trends. Internal management reviews may require more granular operational data.
Step 5: Export and Format
Click Export. CNFANS supports multiple formats:
CSVPDFXLSX
Best Practices for Stakeholder Reporting
For Board Reports:
Focus on trends, risks, and strategic outcomes. Use date-filtered exports to show quarterly/annual progress against key objectives. Summarize seller performance highlights and logistics challenges.
For Investor Updates:
Present clear, top-line financial and operational metrics. Data filtered by date (quarterly/YTD) is crucial. Use charts and graphs derived from your exported data to visualize growth and market position.
Automate & Schedule:
For recurring reviews, use CNFANS' scheduling feature to automatically generate and send key reports (e.g., weekly performance dashboards, monthly financial summaries) to management.