Report types
Two report types are available today: View Report and Purchase Order Report. Two more (Supplier Reliability and ABC Analysis) appear in the marketplace marked as “Coming Soon”.
On this page
Section titled “On this page”- View Report
- Purchase Order Report
- See also
View Report
Section titled “View Report”A 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 → is an aggregated email dashboard built from a saved Forecast view. It is not a static export of the view’s table — instead, it groups variants into bucketed summaries and per-category breakdowns. Each section can be toggled on or off, and most sections have an optional nested toggle that lists the individual variants in each bucket.
Sections you can include:
- Overdue Reorders — items past their reorder date.
- Reorder Recommendations — items reaching their reorder date inside a configurable window. The “Reorder window (days)” input controls the look-ahead (default: 14).
- Coverage Summary — variants bucketed by days of coverage remaining:
0d,1-3d,4-7d,8-14d,15+d. Optional nested “show variants per bucket” toggle. - ABC Distribution — variants grouped by ABC class. Optional nested “show variants per ABC bucket” toggle.
- Supplier Breakdown — variants grouped by supplier. Optional nested “show variants per supplier” toggle.
When to use: weekly buyer or operations review tied to a specific Forecast view. “Every Monday morning, send my buyer the Coverage Summary and Reorder Recommendations for their assigned view.”
The subject line of the email is {report name} — {view name}.
Purchase Order Report
Section titled “Purchase Order Report”A 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 → summarises your open purchase orders, with separate sections for orders that are overdue and orders arriving soon. Each section is independently toggleable.
Sections you can include:
- Quick Stats — total open POs, total value, overdue count.
- Overdue Orders — POs whose expected delivery date has passed (no day-count input; uses today’s date as the cutoff).
- Arriving Soon — POs expected within the next N days. The “Days ahead to show” input controls N (default: 7).
- Supplier Breakdown — which suppliers currently have open orders.
- Status Breakdown — count of POs in each status.
- PO Table — the full table of matching POs. Two optional column toggles: Expected Delivery Dates and Order Values.
Status filter — the 9 available statuses:
- Draft
- Sent
- Partially Confirmed
- Confirmed
- In Progress
- Partially Received
- Received
- Completed
- On Hold
Default selection: Sent, Confirmed, In Progress — the active orders on their way to you.
Sort options for the PO Table: sort by Expected Delivery Date, Created Date, Order Value, or Supplier Name. Ascending or descending.
When to use: weekly buyer / ops review. “Every Friday afternoon, send the team the POs that are overdue or arriving in the next 7 days.”
The subject line of the email is the report name.
See also
Section titled “See also”- Creating a report — the setup flow.
- Purchase Orders → Overview — the workflow summarised by the Purchase Order Report.
- Notifications — the threshold-based counterpart, and the home of stock-out alerts.