Kahi Reports Feature

The Reports Feature is available to Kahi account owners and managers. Other user types will not have access to create or generate reports. 

📝 Our Report feature allows you to create, review and schedule reports. 

With increased visibility on your inventory and assets locations, you can stay on top of your business needs, make well-informed decisions, and better manage budget and project expectations.

⭐️ CREATE ⭐️
Create from 15 unique report templates for your inventory management, offsite assets, warehouse assets, offline assets, and unconfirmed locations. Reports can be downloaded into HTML, CSV, and PDF format (accessible under "actions" once the report is created). 

⭐️ REVIEW ⭐️
Need specific information for your operations team reviewing serial numbers? You now have the flexibility to choose only the relevant information per report. Make multiple reports tailored to different teams and use cases.

⭐️ SCHEDULE ⭐️
Schedule reports so you always stay on top of things. Need to know what locations were unconfirmed after the end of the business day? Offline assets on a daily basis?

Schedule reports as frequently (or as infrequently) as desired and have it accessible within the app — easy to view, easy to action.

Accessing Reports:

1. Log into Kahi
2. Select “Reports” from the left-side menu bar
   

Choose between 2 viewing options:

• Generated reports - reports generated instantly
• Scheduled reports - reports created and scheduled to be generated on a specific timeline

To create a report:

1. Click on the green “New Report” button in the upper right corner of the Reports page
2. Select a New Report from Template (listed below)
3. Hovering on the template you choose will give you the option to “Generate Now” or “Schedule”

Generate Now:

1. Enter a report title or leave blank for an auto-generated title
2. Deselect data that you wish to remove from the report once it is generated
3. Some reports will require additional parameters; if they do, these fields will appear below the data selections. Most reports, however, only ask for a title and data selection 
4. Click “Generate Report”; the reports list will automatically update and display the new report at the top
5. You can now view this report under the “Generated Reports” tab 
6. Generated reports can be “Downloaded”, “Opened in another tab”, or “Deleted” by hovering over the report name:
   
   
   
7. Generated reports can also be searched using the general search bar, or by filtering by type
8. You can also select multiple reports at once by clicking on “Select Multiple Reports”. This will give you the option to mass-select reports to mass-delete from your reporting tab

Schedule:

1. Enter a schedule title
2. Select your “scheduled report date”. This date is the date in which the schedule starts. No reports will be generated before this date has passed
3. Select your “scheduled report time”. This is the time of day you want the report to be generated. You can also adjust the Time Zone - this will affect all date/time fields of a schedule including when the report will be generated
4. Select your weekly or monthly schedule cadence. 
5. Adjust, if needed, any data that you'd like to exclude on the report by deselecting it from the listed options. Complete any other parameters that may be necessary for the specific report template.
6. Select “Schedule Report”
   
   
   
   
7. You can now view this report under your “Scheduled Reports” tab
8. Scheduled reports can be edited or deleted by hovering over the report name:
9. Scheduled reports can also be searched using the general search bar, or by filtering by type
10. You can also select multiple reports at once by clicking on “Select Multiple Reports”. This will give you the option to mass-select reports to mass-delete from your reporting tab

FAQs about Reports

1. Can Kahi Scheduled reports be directed to a specific user in my organization via email? 
At this time, no. This is something we hope to add in the future. In the meantime, individual users can set up reports under their own account, and review them from within the Kahi Web App. 

2. Can I have these reports emailed to myself or my team members?
Not directly from the app itself. However, if you download the report as a PDF, you can add it as an attachment to send from your email client (Gmail, Hotmail, company domain, etc)