Question fréquemment posée

Prebuilt reports are ready-made reports in CP2: pick one and it runs on your own Counterpoint data, with no setup. Open them from Report Center > Prebuilt Reports, where each report is a card with a one-line description.

Choosing what a report covers

Most reports open with a Current Data Filters bar at the top. It shows what the report is using now, such as the date range, branches, categories, suppliers, customer or clerk. Click it to change them; the report reloads with your choices. Each report uses only the filters that make sense for it, and some (Stock Status, Supplier Sales Analysis, Buyer Sales Analysis, Items On Order By Supplier) wait until you pick at least one category or supplier.

Working with the tables

• Search: type in the Search box to narrow the rows to those that contain your text.
• Sort: click a column heading. Click it again to reverse the order.
• Export: on a computer, the buttons above a table save it to Excel or PDF, or print it.
• Pages: long tables show a page at a time. Use Previous and Next under the table.

On a phone or tablet

A table too wide for the screen keeps its first two columns and folds the rest away. Tap the + at the start of a row to see that row's other columns; tap - to close it. Export buttons are only shown on a computer.

Where the data comes from

Reports use the data Counterpoint sends to CP2 each night, so figures are as of the end of the previous day. A report that shows nothing for a branch or category usually means there were no sales or stock for it in the period chosen.