Reports

The Reports module provides comprehensive reporting and analytics across all areas of the ERP system, enabling data-driven business decisions.

Overview

Reports enable you to:

• Generate standard reports
• Create custom reports
• Schedule automated delivery
• Export in multiple formats
• Build dashboards
• Analyze business data

Accessing Reports

Navigate to Reports from the main menu. Reports are organized by module and function.

Report Categories

Sales Reports

Revenue, orders, customers, and sales team performance

Purchase Reports

Spending, suppliers, purchase orders, and procurement

Inventory Reports

Stock levels, valuation, movements, and turnover

Financial Reports

P&L, balance sheet, cash flow, and GL reports

CRM Reports

Pipeline, activities, leads, and customer analytics

Warehouse Reports

Picking, shipping, receiving, and fulfillment

Sales Reports

Available Reports

Sales Reports

Revenue Reports:
├─ Sales Summary - Revenue by period, product, customer
├─ Sales by Product - Product performance analysis
├─ Sales by Customer - Customer revenue ranking
├─ Sales by Region - Geographic sales breakdown
├─ Sales by Sales Rep - Team performance
└─ Sales Trends - Historical comparison

Order Reports:
├─ Order Summary - Order counts and values
├─ Order Status - Pipeline and fulfillment
├─ Backorder Report - Unfulfilled orders
├─ Order Profitability - Margin analysis
└─ Quote Conversion - Quote to order ratio

Customer Reports:
├─ Customer Analysis - Buying patterns
├─ New Customers - Acquisition metrics
├─ Customer Retention - Loyalty analysis
├─ Top Customers - Revenue ranking
└─ Customer Profitability - Margin by customer

Sales Summary Report

Sales Summary Report

Parameters:
├─ Date Range: [01/01/2026] to [01/31/2026]
├─ Group By: [Product Category ▼]
├─ Compare To: [Prior Period ▼]
└─ Include: [x] Returns [x] Discounts

Report Output:
┌────────────────────────────────────────────────────────────────┐
│ Category       │ Orders│ Revenue   │ Returns │ Net Sales      │
├────────────────────────────────────────────────────────────────┤
│ Electronics    │ 234   │ $456,789  │ $12,345 │ $444,444       │
│ Accessories    │ 567   │ $123,456  │ $3,456  │ $120,000       │
│ Software       │ 89    │ $89,012   │ $890    │ $88,122        │
│ Services       │ 45    │ $67,890   │ $0      │ $67,890        │
├────────────────────────────────────────────────────────────────┤
│ Total          │ 935   │ $737,147  │ $16,691 │ $720,456       │
└────────────────────────────────────────────────────────────────┘

vs Prior Period: +12.5% ($80,456)

[Export] [Print] [Schedule] [Save as Custom]

Purchase Reports

Available Reports

Purchase Reports

Spending Reports:
├─ Purchase Summary - Spending by period
├─ Spending by Category - Category breakdown
├─ Spending by Supplier - Vendor analysis
├─ Purchase Trends - Historical comparison
└─ Budget vs Actual - Variance analysis

Supplier Reports:
├─ Supplier Performance - On-time delivery, quality
├─ Supplier Comparison - Price and terms
├─ Supplier Spend - Volume analysis
├─ Supplier Lead Times - Delivery metrics
└─ Supplier Scorecard - Overall rating

Order Reports:
├─ PO Summary - Order counts and values
├─ Open POs - Outstanding orders
├─ PO Aging - Order age analysis
├─ Receiving Report - Receipt metrics
└─ Three-Way Match - Matching statistics

Supplier Performance Report

Supplier Performance Report

Period: Last 12 Months

┌────────────────────────────────────────────────────────────────┐
│ Supplier        │ Orders│ On-Time %│ Quality %│ Avg Lead│ Score│
├────────────────────────────────────────────────────────────────┤
│ ABC Electronics │ 156   │ 98%      │ 99.5%    │ 5 days  │ A    │
│ Global Parts    │ 234   │ 95%      │ 98.2%    │ 7 days  │ A-   │
│ Tech Supplies   │ 89    │ 92%      │ 97.8%    │ 10 days │ B+   │
│ Fast Freight    │ 345   │ 88%      │ 96.5%    │ 3 days  │ B    │
│ Quality Mfg     │ 67    │ 85%      │ 99.0%    │ 14 days │ B    │
└────────────────────────────────────────────────────────────────┘

Performance Trends:
├─ Average On-Time: 91.6% (↑2.3% from prior year)
├─ Average Quality: 98.2% (↑0.5% from prior year)
└─ Average Lead Time: 7.8 days (↓1.2 days from prior year)

[Export] [Print] [Drill Down]

Inventory Reports

Available Reports

Inventory Reports

Stock Reports:
├─ Stock Status - Current levels by location
├─ Stock Valuation - Inventory value
├─ Low Stock Alert - Below reorder point
├─ Overstock Report - Excess inventory
├─ Dead Stock - No movement items
└─ Stock Aging - Age analysis

Movement Reports:
├─ Stock Movement - All transactions
├─ Receipts Report - Incoming stock
├─ Issues Report - Outgoing stock
├─ Transfer Report - Between locations
├─ Adjustment Report - Count variances
└─ Consumption Report - Usage patterns

Analysis Reports:
├─ Inventory Turnover - Velocity metrics
├─ ABC Analysis - Item classification
├─ Reorder Report - Purchase suggestions
├─ Carrying Cost - Holding expenses
└─ Fill Rate - Service level metrics

Stock Valuation Report

Stock Valuation Report

As of: January 31, 2026
Valuation Method: [Weighted Average ▼]

Summary by Category:
┌────────────────────────────────────────────────────────────────┐
│ Category       │ SKUs  │ Qty On Hand│ Unit Cost│ Total Value  │
├────────────────────────────────────────────────────────────────┤
│ Electronics    │ 234   │ 5,678      │ $89.45   │ $507,883     │
│ Accessories    │ 567   │ 23,456     │ $12.34   │ $289,447     │
│ Cables         │ 189   │ 45,678     │ $5.67    │ $258,994     │
│ Components     │ 345   │ 12,345     │ $23.45   │ $289,491     │
├────────────────────────────────────────────────────────────────┤
│ Total          │ 1,335 │ 87,157     │          │ $1,345,815   │
└────────────────────────────────────────────────────────────────┘

By Location:
├─ Main Warehouse: $978,456 (73%)
├─ Secondary Warehouse: $234,567 (17%)
└─ FBA Warehouse: $132,792 (10%)

[Export] [Print] [Compare Periods]

Financial Reports

Available Reports

Financial Reports

Standard Reports:
├─ Profit & Loss - Income statement
├─ Balance Sheet - Financial position
├─ Cash Flow Statement - Cash movement
├─ Trial Balance - Account balances
└─ General Ledger - Transaction detail

Accounts Receivable:
├─ AR Aging - Customer balances by age
├─ AR Summary - Total receivables
├─ Collection Report - Outstanding analysis
├─ Customer Statements - Individual balances
└─ DSO Report - Days sales outstanding

Accounts Payable:
├─ AP Aging - Vendor balances by age
├─ AP Summary - Total payables
├─ Cash Requirements - Payment forecast
├─ Vendor Statements - Individual balances
└─ DPO Report - Days payable outstanding

Tax Reports:
├─ Sales Tax Summary - Tax collected
├─ Tax Liability - Amounts due
├─ Tax Exemption - Exempt sales
└─ 1099 Report - Contractor payments

Profit & Loss Report

Profit & Loss Statement

Period: January 1 - January 31, 2026
Comparison: Prior Year Same Period

┌────────────────────────────────────────────────────────────────┐
│ Account                      │ This Period│ Prior Year│ Change │
├────────────────────────────────────────────────────────────────┤
│ REVENUE                                                         │
│   Product Sales              │ $567,890   │ $498,765  │ +14%   │
│   Service Revenue            │ $89,012    │ $78,901   │ +13%   │
│   Other Income               │ $5,678     │ $4,567    │ +24%   │
│   Total Revenue              │ $662,580   │ $582,233  │ +14%   │
├────────────────────────────────────────────────────────────────┤
│ COST OF GOODS SOLD                                              │
│   Product Costs              │ $345,678   │ $312,456  │ +11%   │
│   Service Costs              │ $23,456    │ $21,345   │ +10%   │
│   Total COGS                 │ $369,134   │ $333,801  │ +11%   │
├────────────────────────────────────────────────────────────────┤
│ GROSS PROFIT                 │ $293,446   │ $248,432  │ +18%   │
│   Gross Margin               │ 44.3%      │ 42.7%     │ +1.6%  │
├────────────────────────────────────────────────────────────────┤
│ OPERATING EXPENSES                                              │
│   Salaries & Wages           │ $89,012    │ $82,345   │ +8%    │
│   Rent                       │ $15,000    │ $15,000   │ 0%     │
│   Utilities                  │ $3,456     │ $3,234    │ +7%    │
│   Marketing                  │ $12,345    │ $10,234   │ +21%   │
│   Other Operating            │ $8,901     │ $7,890    │ +13%   │
│   Total Operating Expenses   │ $128,714   │ $118,703  │ +8%    │
├────────────────────────────────────────────────────────────────┤
│ OPERATING INCOME             │ $164,732   │ $129,729  │ +27%   │
│   Operating Margin           │ 24.9%      │ 22.3%     │ +2.6%  │
├────────────────────────────────────────────────────────────────┤
│ NET INCOME                   │ $156,789   │ $123,456  │ +27%   │
│   Net Margin                 │ 23.7%      │ 21.2%     │ +2.5%  │
└────────────────────────────────────────────────────────────────┘

[Export] [Print] [Drill Down] [Compare More Periods]

CRM Reports

Available Reports

CRM Reports

Pipeline Reports:
├─ Pipeline Summary - Opportunities by stage
├─ Pipeline Value - Weighted forecast
├─ Win/Loss Analysis - Conversion metrics
├─ Sales Forecast - Revenue projection
└─ Deal Velocity - Time in stages

Activity Reports:
├─ Activity Summary - Calls, emails, meetings
├─ Activity by Rep - Team productivity
├─ Activity Timeline - Engagement history
├─ Follow-up Report - Pending actions
└─ Response Time - Customer engagement

Lead Reports:
├─ Lead Summary - Lead counts and status
├─ Lead Source - Acquisition channels
├─ Lead Conversion - Lead to opportunity
├─ Lead Aging - Follow-up timing
└─ Lead Quality - Score distribution

Pipeline Report

Sales Pipeline Report

As of: January 31, 2026

Pipeline Summary:
┌────────────────────────────────────────────────────────────────┐
│ Stage           │ Deals │ Value      │ Weighted   │ Avg Days  │
├────────────────────────────────────────────────────────────────┤
│ Qualification   │ 45    │ $234,567   │ $23,457    │ 5         │
│ Needs Analysis  │ 34    │ $345,678   │ $69,136    │ 12        │
│ Proposal        │ 23    │ $456,789   │ $182,716   │ 8         │
│ Negotiation     │ 12    │ $234,567   │ $164,197   │ 6         │
│ Closed Won      │ 8     │ $189,012   │ $189,012   │ -         │
│ Closed Lost     │ 5     │ $123,456   │ $0         │ -         │
├────────────────────────────────────────────────────────────────┤
│ Active Pipeline │ 114   │ $1,271,601 │ $439,506   │ 31 avg    │
└────────────────────────────────────────────────────────────────┘

By Sales Rep:
├─ John Smith: $456,789 (36%)
├─ Sarah Jones: $345,678 (27%)
├─ Mike Wilson: $289,123 (23%)
└─ Others: $180,011 (14%)

[Export] [Drill Down] [Forecast View]

Custom Reports

Report Builder

Custom Report Builder

Report Name: [Monthly Performance Dashboard]
Category: [Sales ▼]

Data Sources:
├─ Primary: [Sales Orders ▼]
└─ Join: [+ Add Related Data]
   ├─ Customers
   ├─ Products
   └─ Sales Reps

Columns:
┌────────────────────────────────────────────────────────────────┐
│ Field              │ Display Name   │ Format    │ Aggregate   │
├────────────────────────────────────────────────────────────────┤
│ order_date         │ Month          │ MMM YYYY  │ Group By    │
│ customer.name      │ Customer       │ Text      │ Group By    │
│ total_amount       │ Revenue        │ Currency  │ Sum         │
│ line_count         │ Order Lines    │ Number    │ Count       │
│ profit_margin      │ Margin %       │ Percent   │ Average     │
│ [+ Add Column]                                                 │
└────────────────────────────────────────────────────────────────┘

Filters:
├─ Date Range: [This Year]
├─ Customer Type: [All]
└─ [+ Add Filter]

Sort: [Revenue ▼] Descending

[Preview] [Save Report] [Run Report]

Saved Reports

My Custom Reports

┌────────────────────────────────────────────────────────────────┐
│ Report Name               │ Category │ Last Run  │ Schedule   │
├────────────────────────────────────────────────────────────────┤
│ Monthly Performance       │ Sales    │ Jan 22    │ Monthly    │
│ Top Customer Analysis     │ Sales    │ Jan 20    │ Weekly     │
│ Inventory Turnover        │ Inventory│ Jan 15    │ Monthly    │
│ AR Aging Detail           │ Finance  │ Jan 22    │ Daily      │
│ Supplier Scorecard        │ Purchase │ Jan 01    │ Quarterly  │
└────────────────────────────────────────────────────────────────┘

Shared With Me:
├─ Executive Dashboard (by CFO)
├─ Sales Team Performance (by Sales Manager)
└─ Warehouse Metrics (by Operations)

[+ Create Report] [Import Report]

Report Scheduling

Schedule Configuration

Schedule Report

Report: Monthly Performance Dashboard

Delivery Schedule:
├─ Frequency: [Monthly ▼]
│  ├─ Daily
│  ├─ Weekly
│  ├─ Monthly
│  ├─ Quarterly
│  └─ Custom
├─ Day: [1st ▼] of the month
├─ Time: [7:00 AM ▼]
└─ Time Zone: [EST ▼]

Format:
├─ File Type: [PDF ▼]
│  ├─ PDF
│  ├─ Excel
│  ├─ CSV
│  └─ HTML
└─ Include Charts: [x]

Delivery:
├─ [x] Email to recipients
│  └─ Recipients: [[email protected], [email protected]]
├─ [ ] Save to shared drive
│  └─ Path: [/reports/monthly/]
└─ [ ] Send to Slack
   └─ Channel: [#sales-reports]

Message:
[Please find attached the Monthly Performance Report for {period}.]

[Cancel] [Save Schedule]

Scheduled Reports Queue

Scheduled Reports

┌────────────────────────────────────────────────────────────────┐
│ Report                  │ Schedule  │ Next Run   │ Status     │
├────────────────────────────────────────────────────────────────┤
│ Daily AR Aging          │ Daily 7AM │ Tomorrow   │ Active     │
│ Weekly Sales Summary    │ Mon 8AM   │ Jan 27     │ Active     │
│ Monthly P&L             │ 1st 6AM   │ Feb 01     │ Active     │
│ Quarterly Tax Report    │ Q-end     │ Mar 31     │ Active     │
│ Inventory Valuation     │ Mon 6AM   │ Jan 27     │ Paused     │
└────────────────────────────────────────────────────────────────┘

Recent Deliveries:
├─ Jan 22, 7:00 AM: Daily AR Aging ✓ Delivered
├─ Jan 20, 8:00 AM: Weekly Sales Summary ✓ Delivered
├─ Jan 20, 7:00 AM: Daily AR Aging ✓ Delivered
└─ Jan 19, 7:00 AM: Daily AR Aging ⚠️ Delivery failed (retried)

[+ Schedule Report] [View History]

Export Options

Export Formats

Export Report

Report: Sales Summary Report
Records: 935 rows

Export Format:
○ PDF - Formatted report with charts
● Excel - Spreadsheet with multiple sheets
○ CSV - Raw data for import
○ JSON - Structured data format
○ XML - Standard data exchange

Excel Options:
├─ [x] Include summary sheet
├─ [x] Include detail sheet
├─ [x] Include charts
├─ [x] Format as table
└─ [x] Enable filters

Data Options:
├─ [x] Include headers
├─ [x] Include totals
├─ [ ] Include formulas
└─ Date Format: [MM/DD/YYYY ▼]

[Cancel] [Export]

Dashboards

Dashboard Builder

Create Dashboard

Dashboard Name: [Executive Overview]

Layout: [2 columns ▼]

Add Widgets:
┌────────────────────────────────────────────────────────────────┐
│ Widget Type           │ Description                            │
├────────────────────────────────────────────────────────────────┤
│ KPI Card              │ Single metric with comparison          │
│ Chart (Line)          │ Trend over time                        │
│ Chart (Bar)           │ Comparison between categories          │
│ Chart (Pie)           │ Distribution breakdown                 │
│ Table                 │ Data grid with sorting                 │
│ Gauge                 │ Progress toward target                 │
│ Map                   │ Geographic visualization               │
└────────────────────────────────────────────────────────────────┘

Current Layout:
┌──────────────────────────┬──────────────────────────┐
│ Revenue (KPI)            │ Orders (KPI)             │
├──────────────────────────┼──────────────────────────┤
│ Sales Trend (Line Chart) │ Top Products (Bar Chart) │
├──────────────────────────┴──────────────────────────┤
│ Recent Orders (Table)                               │
└─────────────────────────────────────────────────────┘

[Add Widget] [Preview] [Save Dashboard]

View Dashboard

Executive Dashboard

January 22, 2026 | Auto-refresh: 5 min

┌──────────────────┬──────────────────┬──────────────────┐
│   REVENUE MTD    │   ORDERS MTD     │   AVG ORDER      │
│   $720,456       │   935            │   $770           │
│   ↑ 12.5%        │   ↑ 8.3%         │   ↑ 3.9%         │
└──────────────────┴──────────────────┴──────────────────┘

Sales Trend (Last 12 Months):
████████████████████████████████████████████████████████████
    J    F    M    A    M    J    J    A    S    O    N    D

Top Products This Month:
Widget Pro    ████████████████████ $234,567
Gadget Plus   ██████████████ $167,890
Cable Kit     █████████ $98,765
Accessory Set ██████ $67,890
Power Adapter █████ $56,789

[Edit Dashboard] [Share] [Export]

Best Practices

Report Design

• Keep reports focused
• Use clear naming
• Include date ranges
• Document parameters

Data Accuracy

• Verify data sources
• Check calculations
• Compare to actuals
• Validate periodically

Distribution

• Target right audience
• Use appropriate format
• Schedule efficiently
• Archive historically

Troubleshooting

Common Issues

Report runs slowly

• Reduce date range
• Limit columns
• Add filters
• Check data volume

Data doesn't match

• Verify parameters
• Check filters
• Compare date ranges
• Validate sources

Export fails

• Check file size
• Verify permissions
• Try different format
• Split into parts

Schedule not running

• Verify schedule active
• Check email settings
• Review error logs
• Test manually

Pro Tip

Save frequently used filter combinations as report templates for quick access.

Related Documentation

Each module section contains specific reports relevant to that area. Access module-specific reports from within each module.