2. Requesting Reports, Managing Generated Reports & Dashboard Refresh

InventoryPlus allows business owners and managers to request complex business reports asynchronously so your cashiers can continue billing without screen freezes.

Step 1: Requesting a Report

  1. Open the Reports section in Online InventoryPlus Portal.
  2. Select the report type you wish to generate (e.g., Annual Sales Summary, GST/VAT Tax Register, Stock Movement History, Customer Outstanding Ledgers).
  3. Select your date range and filters, then click Request Report.
  4. The request is submitted to the background processing engine, allowing you to navigate the app freely while it generates.

Step 2: Checking Generated Reports in "Manage Reports"

  1. Open Reports ➔ Manage Reports.
  2. The Recent Reports table lists all requested reports along with real-time status indicators:
    • Pending: The report request is queued and actively compiling in the background.
    • Completed: The report generation is finished. Click View or Download to open your report (PDF / Excel).
    • View Report
    • Delete Report

Step 3: Real-Time Dashboard Refresh & Notification Alerts

  1. Top Status Bar Refresh: Click the Refresh button on the top application bar anytime to update live pending item counts, data transfer speeds, and report statuses immediately.
  2. Bell Notifications Toggle: Turn on Notifications (bell icon on top bar). You will receive instant visual popup notifications as soon as a requested report finishes generating.
  3. Live Status Cards: Monitor real-time status cards on your dashboard for Connection Health, Last Reconciled Time, Pending Reports Count, and Active Device Sessions.