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Reports and Operations

Choose the right report

Use the correct report for sales, picking, product totals, delivery, customer lines, goods received, or stock movements.

Reports and OperationsUpdated 23 June 2026
Guide

Read the full workflow

These articles are written to solve the actual operational issue, not just point you to another settings page.

FAQ

Use the related answers below

If there is a common follow-up question, the relevant FAQ appears alongside the article so you do not have to keep searching.

Support

Escalate with context

If the guide still does not solve it, contact support with the supplier workspace, the account, and the exact step where the workflow breaks.

Report guide

  • Sales Reports: totals, period performance, and commercial review.
  • Picker Reports: who picked what and when.
  • Product Total: total quantities needed across selected orders.
  • Delivery: delivery run, route, and dispatch-focused checks.
  • Customer Lines: detailed customer order lines for account review or export.
  • Goods Received: inbound stock and intake history.
  • Stock Movements: adjustments, transfers, stocktake changes, and audit trail.

If a report is empty

Check the date range, tenant, warehouse filter, delivery run, order status, and staff permissions before contacting support.