Reports and scheduled e-mails
Stock reports, CSV downloads, and reports delivered to your inbox.
Please reach out to your account manager to enable Advanced reporting for your company.
Overview
Stock reports turn your stock history into tables you can filter, download and receive by e-mail on a schedule.
Why use it
- Track stock on hand, movements, stock-outs and backorders.
- Share numbers with your team automatically.
- Download CSVs for your own analysis.
Included and advanced reports
| Reports | |
|---|---|
| Comes with Inventory | Stock on hand · Movements · Stock-outs · Backorders |
| Advanced reporting (on request) | Ageing and dead stock · Count accuracy · Dispatch on time · Receipts against purchase orders · Transfer differences · Returns received · Claims · Purchase register · Returns to vendor · Movement lines |
| With Accounting | Stock value · Inventory health · COGS and gross margin · Net profit · Fees · Product profitability · Profit and loss · GST registers |
Tip Any report can also live on your own dashboard as a Stock numbers panel.
Stock reports
Open the Reports menu. Every report has filters, a period (today, last 7 days, this month, this financial year or a custom range), headline numbers, a table and a CSV download (up to 50,000 rows). Values appear only for people with the cost permission.
Included with Inventory: Stock on hand, Movements, Stock-outs (with the sales missed while out of stock) and Backorders.
With Advanced reporting: Ageing and dead stock, Count accuracy, Dispatch on time, Receipts against purchase orders, Transfer differences, Returns received, Claims and more.
Scheduled e-mails
Premium add-on Scheduled e-mails come with the Advanced reporting add-on. Without it, reports have no Schedule e-mail button and the Reports page has no Scheduled e-mails list. Ask your O2M account manager to enable it.
- 1Open Reports and open the report you want.
- 2Click Schedule e-mail (shown to people who can adjust stock), choose daily, weekly or monthly, the hour (India time) and the members of your company who receive it.
- 3Save. Each e-mail carries the headline numbers, with the CSV attached.
Every schedule is listed on the Reports page under Scheduled e-mails, with Pause, Resume and Send now. A schedule shows what the person who made it can see, and stops if they lose access.
Dashboard panels
On your dashboards, add a Stock numbers panel to show the headline numbers of a stock report.