Skip to main content

Reports catalog

Every report under Insights → Reports, grouped by what it's for. Most follow the same configure → generate → export pattern.

Inventory

ReportAnswers
Inventory ValuationWhat's your stock worth right now, by warehouse, brand, or SKU?
Inventory AgingHow long has stock been sitting, in age buckets?
Inventory Expiry & Shelf-LifeWhat's expiring, and when?
Real-time InventoryWhat's on hand and available this moment?
Low Stock ItemsWhat's running low against its minimums?
Inventory PlanningWhat should you reorder or build to meet demand?
Landed Cost BreakdownHow do freight, duty, and fees load onto unit cost?

Sales & finance

ReportAnswers
Financial SummariesHow do sales-order metrics segment across the business?
Sales Order FinancialsWhat are the financials line by line on your orders?
Profitability ReportWhere are your margins, by trend and cost breakdown?
Contribution MarginWhat does each product or channel contribute after variable cost?
Daily Financial SummaryWhat are your financials, day by day?
Sales TaxWhat tax have you collected, and where are you approaching nexus?
Financial AlertsWhich orders shipped at a loss or a thin margin?
Fulfillment Debt ReportWhere do you owe fulfillment you haven't delivered?

Product, supplier & channel

ReportAnswers
Product AnalyticsHow's each product performing?
Brand AnalyticsHow's each brand performing?
Supplier AnalyticsHow's each supplier performing?
Sales Channel CoverageWhich channels list which products?
IRR AnalyticsWhat's the return on inventory investment?

Scheduling & data quality

ReportAnswers
Ship By ScheduleWhat ships by date?
Release ScheduleWhen do held and preorder orders become shippable?
Product Data HealthWhich products have missing or inconsistent data?
Broken Product ImagesWhich products have broken image links?

Accounting reports

Accounting Reports — Income Statement, Balance Sheet, Accounting COGS, GINR Balance, and Reconciliation — are the full accounting suite. They live in the Accounting (Ledger) workspace and draw on posted ledger entries rather than this reports catalog.

Build your own

Custom Reports lets you build a report across sales, inventory, and purchasing when a prebuilt one doesn't fit.

Last verified: