Effective decision-making requires precise, tailored data. This guide outlines the process within the CNFANS platform for generating custom reports, enabling you to extract key insights filtered by critical parameters for executive and board-level reviews.
Step 1: Access the Advanced Report Module
Navigate to the ‘Analytics & Reports’‘Create Custom Report’
Step 2: Apply Strategic Filters
Refine your dataset using the following primary filters, which can be used individually or combined:
- Date Range:
- Seller / Vendor:
- Shipping Line:
- Seller / Vendor:
Additional filters for product category, region, and order status are available for further granularity.
Step 3: Configure Report Output
Choose the data fields (columns) relevant to your review. For board or investor reports, recommended fields include:
| Field | Purpose for Review |
|---|---|
| Net Revenue | Shows top-line growth and profitability. |
| Unit Margin | Highlights cost efficiency and product health. |
| Shipping Cost & On-Time Rate | Demonstrates supply chain control. |
| Order Volume Trends | Indicates market demand and operational scale. |
Step 4: Export and Present
Once filtered, export your report in a format suitable for presentation:
- PDF:
- Excel (.xlsx):
- PowerPoint (.pptx):
- Excel (.xlsx):
The exported file will be systematically named (e.g., Q3_Report_VendorX_Logistics_2024.pptx) for easy archiving and retrieval.
Key Benefits for Management Review
Data-Driven Narrative
Transform raw operational data into a compelling strategic narrative for stakeholders.
Time Efficiency
Replace manual data compilation with automated, accurate reports generated in minutes.
Enhanced Transparency
Provide clear, auditable data trails to build trust with investors and the board.