Reporting

Real-time dashboards, variance analysis, and exportable reports across inventory, purchasing, and operations.

3 Report Categories
Real-time Dashboards
PDF/Excel Export
Auto Scheduling

Report Categories

Inventory
Stock & Valuation
Stock Levels Low Stock Valuation Movement
Click for details
Purchasing
POs & Spending
Open POs Spending Vendor Receiving
Click for details
Operations
Activity & Accuracy
Cycle Counts Variance Requests Transfers
Click for details
PDF Export
Excel Export
CSV Export

Capabilities

Dashboards
Real-time visual insights
Stock Overview PO Status Alerts Trends
Filters & Date Ranges
Slice data your way
Date Range Location Category Vendor
Variance Analysis
Identify discrepancies
Count Variance Cost Impact Trends Alerts
Scheduled Reports
Automated delivery
Daily Weekly Monthly Email
Activity & Audit
Complete trail of actions
User Actions Status Changes Timestamps History
Integration Sync
Data flows to accounting
QuickBooks Sage Real-time Reconciled

Configuration

Default Date Range
Set default period
Export Format
PDF, Excel, CSV defaults
Email Recipients
Scheduled report delivery
Alert Thresholds
Variance and stock alerts

Connected Systems

QuickBooks Online
Sage Intacct
ServiceTitan
Jobber
HouseCall Pro