Reports Guide

The Reports section collects the cross-document views of your business. This guide is organised by the question you’re asking, so you can jump straight to the right report.

Finding a report

The Reports page groups its reports into categories: Overview, Sales & Fulfilment, Invoicing, Purchasing & Stock, Production and Staff & Time. The buttons along the top jump to a category and show how many reports it holds.

To find one by name, type in Search reports at the top right. The search matches report names and descriptions, so “margin”, “overdue” or “supplier” all narrow the list. Press Esc to clear it.

Overview

Business Dashboard: invoiced revenue, sales orders, open work orders and active clients for a reporting period, with charts of invoiced revenue over time, sales orders and work orders by status, your top 10 clients by invoiced value, recent invoices and top selling products. Pick a quick period (7, 14, 30 or 90 days) or set your own from and to dates. How is the business doing right now?

Sales & Fulfilment

Sales Orders: an overview of sales orders with SO number, customer PO, order and required dates, line count, amount, creator and status. What’s on the order book?
Order Fulfilment: open sales orders grouped by due date (overdue, due today, due this week and later), with order values, shipment progress and a per-customer summary. What has to go out the door, and when?
DOTIF Report: Delivery On Time In Full, the percentage of customer orders delivered on time and complete. Are we keeping our delivery promises?
Sales by Product: units, revenue, average price and share of revenue per product from sales orders in a date range, filterable by customer and status, with the order lines behind each product. Which products are actually selling?
Sales Price Variance: the difference between the expected sales order price and the price finally invoiced on the matching invoice line. Where did we invoice differently than we quoted or ordered?

Invoicing

Invoicing Check by Sales Order: sales orders that are not yet fully invoiced, worked out from the actual invoice links rather than the order status, highlighting quantities that have shipped without an invoice. Which orders still need billing?
Invoicing Check by Shipment: shipments that have gone out without being fully invoiced, worked out from the invoice links on each shipped package line. Has anything left the building unbilled?

Purchasing & Stock

Stock Inventory: a configurable listing of products with description, cost, sell price, margin, quantity on hand and supplier. What do we have, and what’s it worth?
Reorder Planning: suggested purchase and work orders forecast from past stock usage and measured lead times, each with a confidence grade showing how much data the suggestion rests on. What should we order or make next, and how much? See Reorder Planning.
Purchase Price Variance: the difference between the expected purchase order price and the final price charged on the matching supplier invoice line. Which suppliers are charging more than they quoted?

Production

Work Order Dashboard: a live view of the factory floor, built for a wall screen. See below. What’s happening on the floor right now?
Work Orders: an overview of work orders with WO number, created, modified and due dates, customer, linked PO, items produced, quantity, note count, creator and status. What’s in production?
Work Order Scheduling: forward-schedules incomplete work order steps against the equipment they require, respecting business hours and finite capacity, and shows estimated start and finish dates on a timeline. When will each job realistically be done? See below.
Work Order Task Queue: outstanding work order step tasks grouped by task and ordered by work order due date, with staff lists that combine the task types each person does. What should each person work on next? See below.
Work Order Cost vs Sell: expected and actual cost against expected and actual sell (from linked sales orders) per work order, with margins. Are our jobs actually profitable?

The work order dashboard

The dashboard refreshes itself, so it can be left running on a screen in the workshop. It shows:

KPI cards: open work orders, work orders in progress (with how many staff are on a task), tasks completed today against the same time on the same day last week, overdue work orders, and work orders on hold. Click a card to see the work orders behind it.
Tasks completed today vs last week: today’s running total plotted against the same weekday a week ago.
Tasks completed in the last 7 days and open work orders by status.
Team right now: each person’s current status (working, idle, clocked off or not clocked on), what they’re working on and how long for, and how many tasks they’ve done today. Click a person to open their Productivity Report.

Choose how often it refreshes (every 30 seconds up to every 5 minutes) from the header, or press Refresh to update now. Full screen hides the rest of the app. If the connection drops, the header says when the data was last updated, and the dashboard carries on once it’s back.

The scheduling timeline

The Work Order Scheduling report shows its schedule as a timeline, one row per piece of equipment, with a bar per scheduled step. Weekends and time outside business hours are shaded.

Use the zoom buttons to view by hour, day, week or month, and the arrows or Today to move along the timeline.
Click a bar for its details: start, finish, duration and the work order’s due date, with a link to open the work order.
Steps that don’t need any equipment are collected in a row of their own at the bottom.

The Schedule entry in the Work Orders menu opens this report.

The task queue

The task queue lists every outstanding task across your work orders, most urgent first: overdue, due today, due this week, due later and no due date. Each row shows the work order and its output, the step, the quantity, the hours logged against those expected, and whether the task is ready or waiting on an earlier step.

Switch the layout between Group by task and Single list, tick Ready only to hide tasks waiting on an earlier step, and use Show on hold to include work orders that are on hold.
Task lists combine the task types one person or team does into a single queue, so each person sees only their own work. Create and edit them under Manage lists. All lists prints every list as its own sheet in one go.
Task lists are saved on the device you create them on. To use a list on another device, choose Copy share link, open the link there, and choose Save to this device.
Print and Export produce a copy for the workshop floor.

Staff & Time

Timesheet Summary Report: an overview of employee time tracking and attendance.
Productivity Report: insights into workforce efficiency and performance.

Tips

Most reports take a date range and filters; start broad, then narrow.
The variance reports are most useful little-and-often: checked monthly, price creep is a conversation with a supplier; checked yearly, it’s a margin surprise.
For one-off questions, remember resource lists themselves are powerful: columns, filters and taxonomy filters on any list can answer a lot without a report. See Taxonomies.
If you use the same list search, sort and filters often, save them as a filter preset: click the filter presets button in the list header, then Save Current View. Each preset then appears as a button in the list header and applies in one click; a dot on the button means the list has been changed since you applied it. Presets are kept on the device you saved them on.