CNFANS: How to Create Custom Reports for Management Review
A Step-by-Step Guide to Exporting Filtered Data for Board and Investor Reporting
Effective management and stakeholder communication rely on clear, concise, and data-driven reports. The CNFANS platform provides powerful tools to extract and customize the exact data your leadership team needs. This guide walks you through the process of creating custom reports filtered by key parameters like date, seller, or shipping line.
Why Create Custom Reports in CNFANS?
- Focused Insights:
- Time Efficiency:
- Enhanced Accountability:
- Professional Presentation:
- Time Efficiency:
Step-by-Step: Building Your Custom Report
Step 1: Access the Reporting Dashboard
Log in to your CNFANS account and navigate to the "Analytics""Reports"
Step 2: Select Your Data Set
Choose the primary data you wish to report on. Common sets for management review include:
- Order Fulfillment & Sales Performance
- Inventory Status & Turnover
- Shipping & Logistics Tracking
- Supplier/Seller Performance Metrics
Step 3: Apply Key Filters
This is the core of customization. Use the filter panel to drill down into your data:
| Filter By | Use Case for Management | Reporting Impact |
|---|---|---|
| Date Range | Compare quarterly performance, track YTD progress, or analyze seasonal trends. | Aligns data with specific review periods (e.g., Q4 2024, Fiscal Year). |
| Seller / Supplier | Associate volume, reliability, and profitability with specific partners. | Highlights top performers and identifies supply chain risks for board review. |
| Shipping Line | Evaluate on-time delivery, cost efficiency, and carrier performance. | Provides actionable data for logistics optimization decisions. |
Step 4: Choose Output Format & Export
Once your data is perfectly filtered, select your preferred export format:
- CSV/Excel (.xlsx):
- PDF:
Step 5: Structure Your Management Summary
While CNFANS provides the raw data, effective reporting requires narrative. Use your exported data to:
- Create executive summaries highlighting key trends, wins, and challenges.
- Build visual charts (bar graphs, trend lines) for easy comprehension.
- Prepare talking points that connect the data to strategic initiatives.
Pro Tips for Effective Board & Investor Reports
Consistency is Key
Use the same filters and date ranges across periods to ensure comparability and clearly show trends.
Focus on KPIs
Extract data that directly ties to Key Performance Indicators (KPIs) like Gross Margin, Inventory Turnover, or On-Time In-Full (OTIF) rate.
Automate Recurring Reports
Explore CNFANS automation features to schedule monthly or quarterly reports, ensuring data is always ready for review.