To upload a new report or view and edit existing reports, go to Manage Reports.
Upload a New Report
Go to Manage Reports.
Click Upload a New Report.
The report form will open.
Fill in the required fields:
Vendor
Title
PurchaseOrder
WorkOrders
Report type
Comment
Document and files (upload relevant attachments)
Once all required fields are completed, submit the form to upload the report. After submission, the report will be added to the report list.
View Existing Reports
Open Manage Reports.
The list of uploaded reports is displayed automatically.
Use the search bar, filters, or column sorting to find a report.
Click on report row to view its details (if enabled).
Edit an Existing Report
Open Manage Reports.
Select the report you want to edit from the list.
Update the required information or attachments.
Save your changes.
The report details will be updated and reflected in the list.
Search for Reports
Use the Search bar at the top labeled “Search list in your own words”.
Type keywords such as:
Report title
Vendor name
Plant name
Status or report type
Press Enter or click the search icon 🔍 to see matching results.
Use Suggested Filters (AI Suggestions)
Below the search bar, you will see Suggestions.
Click any suggestion to automatically:
Apply filters (for example, Pending Vendor status)
Sort reports (for example, by Created On or Status)
The report list updates instantly based on the selected suggestion.
⚠️ Note: AI-generated suggestions may not always be 100% accurate. Always review the results.
4. Sort Reports
Click on any column header (for example, Title, Created Date, Report Type).
Click again to switch between ascending and descending order.5. Refresh the Report List
Click the Refresh button at the top of the list.
The system reloads the latest uploaded reports.