This guide walks you through how to edit existing, resend specific days, and create new Management One Audit Reports in Celerant Back Office.

🛠️ Editing an Existing Audit Report

To modify an existing Management One Audit Report:

1. Log in to Celerant Back Office.

2. Navigate to:
   Reporting > Report Designer

3. Click Edit next to the report you want to update.

4. Go to the Attributes tab.

5. Add "Type" and any other required attributes for the report.

6. Click Save to apply your changes.

▶️ Run the Updated Report

• Select the date(s) you need to compare.

• Run the report to verify changes.

🔄 Resending Data for a Specific Day

If a specific day’s data is missing or incorrect:

1. Go to Reporting > Management One Export.

2. Select the individual date you want to resend.

3. Click Run to resend the data for that day.

➕ Creating a New Management One Audit Report

To build a brand-new report:

1. Log in to Celerant Back Office.

2. Navigate to:
   Reporting > Report Designer

3. Click New/Edit to start a new report.

📋 Report Configuration Steps

1. Report Type

• Set to: Sales

   
  

2. Sales Date Type

• Set to: Closed Date

  

3. Select Your Stores

• Choose one or more locations for the report.

  

4. Select Your Attributes

• Choose based on client requirements. Examples:

  • Inventory Store

  • Department

  • Type

  • Subtypes 1–3

    • 

5. Select Your Metrics

• Common options include:

  • Net Retail Sold

  • Cost of Goods Sold

  • Net Units Sold, etc.

    

6. Define Grouping

• Example: Inventory Store

  

7. Set Filters (Optional)

• Examples:

  • Inventoried Item = “YES”

  • Exclude X Sales = “YES”

     

✅ Final Step

• Click Save once the report is configured.

• You can now run it as needed.

• How to Edit and Create Management One Audit Reports in Celerant.docx100 KB