Reports overview
Available on Growth and up.
Reports turn your data into answers — what's tied up in stock, what's selling, how your suppliers perform, and what's moved. They're organized into four groups.
▦[SCREENSHOT: a report with the period picker]
Inventory & valuation
- Inventory by location — on hand, available, committed, and incoming per product per location, valued at cost.
- Valuation — total stock value rolled up by location, category, supplier, and health.
- Dead / aged stock — in-stock products that aren't selling, aged by time since last sale, with the cash tied up.
- Overstock — products above their suggested maximum, and the excess value.
- Reorder worksheet — a buy list grouped by supplier with suggested quantities and estimated cost.
Sales & profitability
- Monthly sales — units and revenue by month.
- ABC analysis — products ranked by revenue share, classed A/B/C. (See ABC classification.)
- Sell-through — units sold vs. on hand, with sell-through %, velocity, and weeks of cover.
- Top sellers — best sellers by revenue (sort ascending to find your slowest movers).
- Gross margin — revenue, cost, and margin per product.
Purchasing & suppliers
- Spend by supplier — value of goods received, by supplier.
- Open POs — orders awaiting receipt, with outstanding value and overdue flags.
- Lead-time performance — actual delivery time vs. the supplier's estimate.
- Fill rate — units ordered vs. received per supplier, with shortfalls.
Operations & audit
- Shrinkage — cycle-count variance (units and value), by session and by product.
- Transfers — inter-location movements, shipped vs. received.
- Movement ledger — every stock movement (sale, receipt, transfer, adjustment, count) over the period.
Common controls
Most reports have a period picker (last 30 / 90 / 365 days, or a custom range). Every report can be exported to CSV or PDF.
Note
Gross margin is an approximation — it uses each product's current cost rather than the exact cost at the time of each sale. The Movement ledger shows a capped number of rows on screen; export to CSV for the complete list.