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Reports

Enhanced plan

Reports are scheduled emails — daily, weekly, bi-weekly, monthly, or quarterly summaries of what’s happening in your shop, sent automatically to people on your team. Two types are available today: View ReportView reportA scheduled email built from a saved Forecast view — an aggregated dashboard with Coverage Summary, Reorder Recommendations, ABC Distribution, and Supplier Breakdown sections. Runs daily, weekly, bi-weekly, monthly, or quarterly. Enhanced-plan feature. Read more → and Purchase Order ReportPurchase order reportA scheduled email summarising open purchase orders, with separate sections for overdue orders and orders arriving soon. Status filter and sort options are configurable. Runs daily, weekly, bi-weekly, monthly, or quarterly. Enhanced-plan feature. Read more → . More types are in development.

Reports are not notifications. Reports run on a schedule; notifications fire on a threshold (e.g., stock-out). Both go via email, but the trigger model is different.

On this page

Section titled “On this page”
  • What you can do here
  • Key concepts
  • Where to next

What you can do here

Section titled “What you can do here”
Creating a report Pick a type, configure it, save.
Report types View Report and Purchase Order Report — when to use each.
Recipients & scheduling Who gets it and how often.
Cadence and time Daily, weekly, bi-weekly, monthly, quarterly + time of day.
Preview and send Validate before activating.

Key concepts

Section titled “Key concepts”
  • View reportView reportA scheduled email built from a saved Forecast view — an aggregated dashboard with Coverage Summary, Reorder Recommendations, ABC Distribution, and Supplier Breakdown sections. Runs daily, weekly, bi-weekly, monthly, or quarterly. Enhanced-plan feature. Read more → / PO reportPurchase order reportA scheduled email summarising open purchase orders, with separate sections for overdue orders and orders arriving soon. Status filter and sort options are configurable. Runs daily, weekly, bi-weekly, monthly, or quarterly. Enhanced-plan feature. Read more → — the two available types.
  • RecipientRecipientA person who gets a notification or a report by email. Can be filtered to only receive items matching a specific saved view. Read more → — someone on your team who gets the email.

Where to next

Section titled “Where to next”
  • Notifications — the threshold-based counterpart, and the home of stock-out alerts.

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