ItemSmart Configurator

Report Grid & Formulas

Report data grid with KPI formulas and product detail columns.

5 configurations

Reporting KPI Formulas

Edit in spreadsheet

KPI formulas for reporting with variance types, contribution flags, FMOS config.

No reference value is available; use the guided form or ask the AI Agent for help.

Column Labels & Hierarchy Allowlist

Configure in form

Display labels for exports AND the reporting_hierarchy_levels allowlist (validation fails without it).

Important to know before configuring:

  • If reporting_hierarchy_levels is missing, reporting grouping validation throws an error.
  • dimensions labels should match the client's business labels (not always 'Department').

No reference value is available; use the guided form or ask the AI Agent for help.

Related setup to check

Complete first: Planning Levels & Duration

Configure in form

Product Grouping Levels

Configure in form

Which hierarchy columns to include in GROUP BY at each view level.

No reference value is available; use the guided form or ask the AI Agent for help.

Configure in form

Product Detail Columns

Edit in spreadsheet

Extra product detail formulas at SKU level for exports.

No reference value is available; use the guided form or ask the AI Agent for help.

Time Grouping Levels

Copy from reference

Maps time granularity to ClickHouse columns. Standard across clients.

No reference value is available; use the guided form or ask the AI Agent for help.