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Reports

A claim report summarizes the quality issues found in an Order's inspected products, calculates a claim value against the supplier using your active Report Filters, and produces a shareable PDF you can send to them. The Reports page (from the navigation menu) has two tabs: Reports, which lists every claim report you've generated, and Filters, covered separately in Report Filters.

Prerequisites

  • The Order must have at least one Order Rule with inspected products.
  • Set up the Report Filters that describe the defects you want to claim on.
  • Review your default report options under Report Settings (Report Logo, Report Strategy, image inclusion rules, link expiration) — you can still override most of these for an individual report.

Generating a Report

Report generation itself is started from the Data page, not from the Reports page:

  1. Open Data and switch to Orders.
  2. Select the Order you want to report on.
  3. Select Generate Report. This opens the Report Previewer.
  4. Under Orderrules, tick which Order Rules to include. Rules that were already claimed show a Claimed badge; you can still adjust their price from there — select the "Price per unit is: {value}" button to open Change Price per unit.
  5. Optionally choose a different Report Logo for this report.
  6. Choose a Report Strategy for this report (how multiple defect spots on one product are counted — this can be different from your default).
  7. Choose how many product images to include from Number of products to export (25, 100, 1000, or All).
  8. Toggle Include Link to data in report if you want a shareable link to the source images embedded in the PDF.
  9. Under Multipliers, adjust any defect filter's Multiplier % for this report — the PDF preview updates immediately as you change it.
  10. Under the reported images list, use Select All / Deselect All, or tick/untick individual product photos to include.
  11. Review the live PDF preview on the right (use the page controls to page through it).
  12. Select Generate, then choose where to save the PDF.
  13. If you enabled Include Link to data in report, RapiD Vision uploads the selected images and embeds a shareable link in the report.
  14. Confirm marking the included Order Rule(s) as Claimed when prompted.

The report opens automatically once it's generated, and is recorded to the Reports tab below.

What's in the Report

  • A header with the report title ("Processing Report {Order name}") and your logo.
  • An info block: PO Number, Date of processing, and Value (the total price of the included Order Rules), plus any custom fields you've configured (Suppliers is shown as Exporter in the report).
  • One table per defect label — grouped by filter type and area range — listing the area range, Downgrades (%), Multiplier (%), Claim (%), and Claim value (in your configured currency), with a subtotal per label.
  • A grand Total claim value for the whole report.
  • If you included a data link, a line linking to the selected images.

Browsing Past Reports

The Reports tab lists every generated report, grouped by month with a running Total per month. Each entry shows the Order name, PO Number, claim value, claimed date, and who created it, plus:

  • Select the PDF icon to download and reopen the report.
  • Select the clipboard icon to copy the shareable image link (shown only while it hasn't expired — once it expires, select Refresh Link to generate a new one, valid for the number of days set in Report Settings).
  • Right-click an entry and select Delete to remove it — this only removes the entry from this list, it doesn't affect the Order or its Order Rules, and doesn't un-mark them as claimed.

Report Settings

Report defaults — Report Logo, Report Strategy, image inclusion rules and link expiration — now live in Organisation Settings, opened from the Organisation settings card on Home. The Recalculate button moved there with them. Most of these defaults can still be overridden for an individual report (see Generating a Report).