Reporting & Analytics Overview

Finance and operations users with the “View reports and insights” permission can open Reports. Some reports also require a plan feature: financial reports, sales by customer, supplier performance, bin utilization or stock transfers.

1. 1
   Open Reports in the correct organization and choose the family for the work at hand: financial, inventory, sales, purchasing, or warehouse.
2. 2
   Choose the report that matches your question. For a physical pick, start with stock on hand; for a replenishment decision, use low stock and check incoming orders.
3. 3
   Set the date range and currency where the report offers them. Choose a warehouse, customer, or supplier only where that report shows the filter. Select Search to refresh the result.
4. 4
   Open an unusual line or its source record. Confirm whether it is a draft, posted transaction, reservation, shipment, or physical stock movement before comparing it with another measure.
5. 5
   For a period close, compare the trial balance, general ledger, and inventory valuation at the same cutoff. Investigate differences through their source documents.
6. 6
   If Export CSV is available, review the filtered screen first, then export and keep the date and scope with the downloaded file.

The reports workspace offers different views of the same activity. Keep dates and currency aligned when comparing them, and remember that a warehouse scope may be available on one report but not another. A report total should be interpreted with its filters, status rules, and source records.

WARNING: Use Export CSV for a downloadable report. Review its dates and totals before sharing it.

If two reports disagree, write down the exact filters and trace one sample transaction from each. Check for a draft document, a later posting date, a different warehouse, or a currency selection before asking Finance to create a correction.