Reporting

Feature Overview
3 Report Categories
Real-time Dashboards
PDF/Excel Export
Auto Scheduling
Report Categories
Inventory
Stock & Valuation
Stock Levels Low Stock Valuation Movement
Purchasing
POs & Spending
Open POs Spending Vendor Receiving
Operations
Activity & Accuracy
Cycle Counts Variance Requests Transfers
PDF Export
Excel Export
CSV Export
Capabilities
Dashboards
Stock Overview PO Status Alerts Trends
Filters & Date Ranges
Date Range Location Category Vendor
Variance Analysis
Count Variance Cost Impact Trends Alerts
Scheduled Reports
Daily Weekly Monthly Email
Activity & Audit
User Actions Status Changes Timestamps History
Integration Sync
QuickBooks Sage Real-time Reconciled
Configuration Options
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
Real-time dashboards, variance analysis, and exportable reports across inventory, purchasing, and operations.
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