Reports
This page explains the reports feature, which tallies inbound, outbound, sales, gross profit and more for a specified period. Check them from the “Reports” screen (tab).
Metrics you can tally
Section titled “Metrics you can tally”| Metric | Description |
|---|---|
| Inbound count | Total quantity of inbound tasks |
| Outbound count | Total quantity of outbound tasks |
| Inbound amount | Total of “purchase unit price × quantity” for inbound |
| Outbound amount | Total of “sale unit price × quantity” for outbound |
| Gross profit | Outbound amount − total cost of the stock sent out |
Display formats
Section titled “Display formats”- By date: a daily tally. Good for spotting trends.
- By product: a per-product tally. Sorted by highest outbound amount first, so you can see best sellers.
Tallying rules
Section titled “Tallying rules”- Only completed “inbound” and “outbound” tasks are included.
- Planned tasks, adjustments and stocktaking are not included.
- Searching by product name, SKU, barcode or product custom field lets you show the tally for only a specific product.
Gross profit and the costing method
Section titled “Gross profit and the costing method”How gross profit is determined varies by the company’s costing method.
| Costing method | Gross profit calculation |
|---|---|
| Moving-average costing | Records the average cost at the time the outbound was completed (a snapshot). Even if purchases or cost change later, past gross profit does not change. |
| Standard costing | Uses each product’s standard cost. Changing the standard cost also recalculates the gross profit in past reports. |
| No costing | Amounts and gross profit are not tallied. |
::: tip Inbound unit price and gross profit The inbound unit price is not directly reflected in the gross profit calculation. In moving-average costing, the inbound purchase unit price is used to update the average cost. :::
Choosing a period
Section titled “Choosing a period”- Choose from buttons like “This month,” “Last month,” “Last 30 days,” or specify dates directly.
- When you change the period, the charts and numbers recalculate automatically.
Exporting to CSV
Section titled “Exporting to CSV”You can download the report contents as a file (for paid plans).
- Display the report.
- Export it from the save icon at the top right of the screen.
- Analyze the downloaded file in Excel and the like.