Reports
The Reports module in Beam gives you powerful tools to analyze your inventory data. Build custom views by grouping, aggregating, filtering, and sorting then export the results to Excel for further analysis or sharing with your team.
Accessing Reports
To access reports, navigate to the Report page from the main navigation menu. The Reports module must be enabled for your organization if you do not see it in the menu, contact your administrator to enable it in Settings under Modules.
Using the Report Grid
The report grid is an interactive data table that lets you explore your inventory data in flexible ways. The key feature is grouping: you can drag column headers into the grouping area at the top of the grid to group your data by one or more fields.
Grouping
To group your data, drag a column header from the table into the grouping bar above the grid. Your data will be organized into collapsible groups based on that column's values. You can add multiple grouping levels by dragging additional columns into the grouping bar for example, group by Category first, then by Supplier within each category.
Aggregation Functions
When data is grouped, you can apply aggregation functions to numeric columns to calculate summary values for each group. The following functions are available:
| Function | Description |
|---|---|
| Sum | Adds up all values in the group. |
| Count | Counts the number of items in the group. |
| Average | Calculates the mean value across the group. |
| Minimum | Shows the smallest value in the group. |
| Maximum | Shows the largest value in the group. |
Filtering Within the Grid
You can filter the report data to focus on specific subsets. Use the column filter dropdowns to select which values to include or exclude. Filters work in combination with grouping and aggregation, so you can create highly targeted reports.
Sorting Within Groups
Click on any column header within the grid to sort the data in ascending or descending order. Sorting applies within each group when grouping is active, allowing you to quickly identify the highest or lowest values per group.
Exporting Reports
You can export any report to Excel (.xlsx) format. The exported file preserves your current grouping structure, aggregation calculations, and applied filters what you see on screen is what you get in the export. Click the export button in the report toolbar to download the file.