Reading reports
Record your inbound and outbound and the totals build up on their own. The report screen is where you look back at how much moved and how much you made.
Open it from the “Report” tab. It shows the data of the site you currently have selected.
Periods are monthly
You pick a month at the top of the screen, and step back and forward with the arrows. There’s no free date range — reports are per month.
Choose the current month and you’ll see totals up to today.
Five metrics
The figures across the top are the totals. Tap one to switch the charts to that metric.
| Metric | What it counts |
|---|---|
| Outbound quantity | Total quantity sent out |
| Inbound quantity | Total quantity received |
| Outbound amount | Total of “sale unit price × quantity” |
| Inbound amount | Total of “purchase unit price × quantity” |
| Gross profit | Outbound amount − the cost of the stock sent out |
The three money metrics are hidden when the costing method is “no costing” — you’re managing quantities only.
What gets counted
- Only completed inbound and outbound transactions.
- Scheduled transactions and moves and stocktakings are excluded. Shifting stock between shelves or correcting a count shouldn’t look like revenue.
- Type a product name, SKU, barcode or product field into the search box to see the totals for just that product.
Two charts
By date — the daily trend. Useful for spotting month-end spikes or a strong day of the week.
By product — per-product totals in descending order, with a cumulative line drawn over the bars.
That cumulative line is your ABC analysis. Everything up to the point where it reaches 80% is generating most of your revenue — keep those in stock at all costs, and consider trimming the long tail on the right. → What is ABC analysis
How gross profit is decided
Gross profit = outbound amount (sale unit price × quantity) − the cost of the stock sent out
How the cost is determined depends on your costing method.
| Costing method | How gross profit behaves |
|---|---|
| Moving average | Recorded at the average cost as of completing the outbound. Later purchase price changes don’t alter past gross profit. |
| Standard costing | Uses each product’s standard cost. Changing a standard cost recalculates past reports as well. |
| No costing | Amounts and gross profit aren’t calculated. |
Inbound unit prices don’t affect gross profit directly
Gross profit is calculated when stock goes out. Inbound purchase prices are used to update the average cost under moving-average costing.
Exporting to Excel and CSV
Two exports are available from the save icon at the top right, each as a CSV download or an Excel download.
- By date — daily totals
- By product — per-product totals, including the cumulative percentage
Useful when you want to cross-reference in Excel or Google Sheets.
Don’t want to read the numbers yourself?
Have AI summarise them. It reads the change over the period and suggests which products to watch and what to do next. → AI suggestions