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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

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.

If the guide did not solve it, send the point where the workflow broke.

Include the supplier workspace, user email, screen or URL, expected result, actual result, screenshots and any relevant order, invoice or Xero error.

Contact Porosi [email protected] +44 07927 994619 Check service status