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Reports and operational exports

Where to find reports and what each report is for.

Reports and OperationsUpdated 28 May 2026

Report selector

Reports are grouped behind report buttons in the apps and web admin area. Choose the report type first, then use the available date, customer, warehouse, or export filters.

Available report areas

  • Sales Reports: sales performance, totals, and period comparisons.
  • Picker Reports: picker activity and picked order totals.
  • Product Total: product quantities required across selected orders.
  • Delivery: delivery run and route-focused order information.
  • Customer Lines: customer-level order lines for account review and export.
  • Goods Received: received stock and supplier intake checks.
  • Stock Movements: stock adjustments, movement history, and inventory audit support.

Access

Operational reports are staff tools. Customer users should only see account-level order and account information for their own account.

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