Reports

The numbers behind your stock, when you need them

Choose a date range and a location, generate the report, and download it as a CSV. Stock value by category, low and out-of-stock items — ready for your team or your accountant.

Any

Date range

Per site

Or all locations

CSV

Download

By category

Stock value

In every report

What reports cover

Any date range

Today, the last 7 or 30 days, this month, last month, all time, or a custom start and end date.

One location or all of them

Run a report for the whole business or a single site. Staff assigned to a location only ever see theirs.

Stock value by category

A chart of what your stock is worth, grouped by category, so you can see where your money is sitting.

Low & out of stock

Which items were low or out of stock for the period, ready to turn into purchase orders.

CSV download

Download any report as a CSV file for your accountant, your bookkeeper or your own spreadsheets.

Sales figures — coming soon

Order totals and payment breakdowns join your reports once you sell through the Online Store package.

How it’s used

Common reporting jobs

  1. 01

    Month-end stock value

    Pick last month, generate the report, and see what your stock was worth by category.

  2. 02

    Check a single site

    Switch to one location to see its own stock, low items and value — useful before a transfer or a stock count.

  3. 03

    Hand it to your accountant

    Download the CSV and send it on. No re-typing, no reformatting.

At a Glance

What reports include

  • Preset & custom date ranges
  • Location filter
  • Stock value by category
  • Low stock items
  • Out-of-stock items
  • CSV download
  • Location-scoped for staff

Stop rebuilding the same spreadsheet

Talk to us and we’ll show you the reports with your own products.