Reports

The reports page brings together every report in the system in one place. Use it when you need a picture of your stock, its value, the movements that happened, a customer’s holdings, or a record of who changed what.

What’s on this screen

• Search reports — find a report by name.
• Report cards — click a card to open the report. Use the star on a card to mark it as a favourite.
• Sections — reports are grouped into Stock and valuation, Movements, Customers, report tools and audit.

Available reports

• Inventory report — units by warehouse, status and ownership, with export.
• Products report — stock per product with its availability breakdown.
• Stock as of a date — rebuilds the stock position on any past date, useful for audits.
• Valuation history — how the stock value changed over time.
• Movements report — every receipt, issue, transfer and adjustment, with filters by type, warehouse and date.
• In-transit aging — transfers on the way and how long they have been travelling; overdue transfers are highlighted.
• Customer statement — the units held for a customer and their history, as a PDF.
• Custom reports — build a report with your own columns, filters and groupings.
• Scheduled reports — reports emailed automatically on a daily, weekly or monthly schedule.
• Activity log — every change in the system: who did what and when.

How to open a report

1. From the side menu, open Reports.
2. Find the report by browsing the sections or typing in Search reports.
3. Click the report card.

Tip

Large reports can take a few seconds to load. To keep the data, use the report’s Export button instead of copying it by hand.