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Reports and Operations

Reports and operational exports

Where to find reports and what each report is for.

Reports and OperationsUpdated 28 May 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 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.