📊 Cross Project Reports

Why It’s Important

The Cross Project Reports feature in Fohlio lets you consolidate data from different projects into a single, customizable view. This helps you:

• Identify opportunities for volume discounts

• Compare pricing between projects

• Monitor progress by supplier, category, or region

• Make faster, data-driven decisions for project planning and budgeting

🧭 Accessing Cross Project Reports

1. Open the Main Menu and select Cross Project Reports.

2. At the top of the page, you’ll see four main dropdown filters:

   • Region – Filter projects by geographic area

   • Address – Filter by specific shipping or project addresses

   • Project – Choose which projects to include

   • Category – Select the product categories to display in the report

Pro tip 💡: Use the Advanced Filters option to refine results by shipping address, order date, and more.

📑 Customizing the Report

• Select Categories – Choose one or more categories to control which products are included.

• Group Data – For example, group by Supplier to view all products from the same source together.

• Enable Item Details – Turn on to display additional product properties for better identification.

• Choose Columns – Add, remove, or reorder columns to focus on the information you need.

• Compare Projects – Spot differences in quantity or pricing between projects to optimize purchasing decisions.

💰 Example: Negotiating Better Pricing

If one project requires a significantly higher quantity of a product than another, you can leverage that bulk order to secure better pricing from your supplier. Similarly, comparing costs for the same product across projects can highlight inconsistencies or negotiation opportunities.

💾 Saving Views

1. After customizing your filters, groups, and columns, click Save View.

2. Choose whether to:

   • Update an existing view, or

   • Save as New to create a separate template (e.g., “View #3”).

3. Saved views are accessible to the whole team, helping maintain consistent reporting formats.

Pro tip 💡: Only users with Edit access to Cross Project Product Data Report Saved Views can create or update views.

📥 Downloading the Report

You can download your configured report as an Excel file—perfect for sharing, archiving, or running additional calculations. All selected filters, groupings, and columns will be included in the file.

🛠 What’s Next?

Once you’re familiar with Cross Project Reports, try creating multiple saved views for different needs—such as pricing analysis, supplier performance, or regional comparisons. This will speed up your workflow and keep your reporting consistent.


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