Better Data

Improve

Reports

Edit this page

Reports

Reports provide detailed analysis of inventory, operations, and compliance.

Report Types

clipboard-listOn-Order Reports

Reports on purchase orders and on-order inventory

shield-checkCompliance Reports

HACCP, traceability, and regulatory reports

Generating Reports

  1. Navigate to Analyze → Reports
  2. Select report type
  3. Configure:
    • Time Period: Date range
    • Filters: Location, channel, product filters
    • Format: PDF, Excel, CSV
  4. Click Generate Report

Exporting Reports

Reports can be exported:

  • PDF: For printing and sharing
  • Excel: For further analysis
  • CSV: For data import into other systems

Permissions & Roles

Generating reports requires standard user permissions. Some reports may require additional permissions. Contact your organization administrator for details.