Reports
The Reports section provides eight read-only views of your data, each with an optional CSV export. Navigate to Reports from the sidebar and use the tab bar to switch between report types.
Every report that accepts filters reloads its data automatically when a filter value changes. All CSV exports are generated in the browser from the currently-loaded data.
Stock Levels
A flat list of every non-archived stock item and the quantity held at each location (left-joined, so items with no stock records still appear with a zero quantity).
Filters: Location dropdown - choose a specific location or leave blank for all locations.
Columns: Item name, SKU, Unit, Location, Quantity, Min stock level.
Export: stock-levels.csv
Low Stock
Shows only items whose total quantity across all locations is below their minimum stock level. Identical source data to the Reorder Workbench but presented as a simple read-only list.
Columns: Item name, SKU, Unit, Total quantity, Min stock level, Shortfall (min − total).
Export: low-stock.csv
Movement History
A reverse-chronological log of every stock movement in the system.
Filters:
- Item - filter to a single stock item.
- From / To - date range filter (inclusive, applied to the movement’s recorded timestamp).
Up to 200 movements are returned per query (most recent first).
Columns: Date/time, Item name, SKU, Location, Type, Quantity change, Reason.
Movement types shown: Adjustment, Transfer in, Transfer out, Production in, Production out, Receipt.
Export: movements.csv (Date/time in ISO 8601 format)
BoM Cost
Calculates the rolled-up component cost for a single assembly.
Inputs:
- Assembly - which assembly to cost up.
- Model quantity - optional. Enter a quantity to calculate the total cost for that batch. Leave blank for a per-unit cost breakdown.
The result shows a breakdown table with one row per component in the fully-expanded BoM (including sub-assemblies):
| Column | Description |
|---|---|
| Component | Component name. |
| Qty required | Raw quantity per unit from the BoM. |
| Yield factor | The yield factor applied to this line. |
| Effective qty | qty ÷ yield factor - actual consumption per unit. |
| Unit cost | Cost price of the component. |
| Line cost | effective qty × unit cost. |
| Price source | Shown only when a model quantity is set: cost_price (item’s stored cost price) or price_break (a supplier price break triggered at that quantity). |
The Total cost is the sum of all line costs. Items with no cost price are included in the breakdown but do not contribute to the total (shown as -).
Export: bom-cost.csv
Stock Valuation
The total stock value of your entire inventory, broken down by location and item.
Columns: Location, Item name, SKU, Unit, Quantity, Cost price, Line value (quantity × cost price).
Items without a cost price are included but have a blank Line value and do not contribute to the grand total. The grand total of all valued lines is shown at the bottom of the report.
Export: stock-valuation.csv
Production History
A summary of all production orders, grouped by assembly, with optional date range filtering.
Filters: From / To date range (applied to the order’s creation date).
Each assembly row shows:
| Column | Description |
|---|---|
| Assembly | Name and SKU. |
| Orders | Total number of production orders raised. |
| Qty planned | Cumulative planned quantity across all orders. |
| Qty made | Cumulative quantity actually produced. |
| Completed | Number of orders with status Complete. |
| Completion rate | completed ÷ orders as a percentage. |
Expand an assembly row to see the individual orders under it, including each order’s ID, planned vs. made quantities, status, and the BoM snapshot that was in effect when the order was raised.
Export: production-history.csv (one row per order, not grouped)
Supplier Prices
Shows all supplier links for a chosen stock item, with last known prices, price breaks, lead times, and contact details.
Input: Select a stock item from the dropdown.
Columns: Supplier name, Supplier SKU, Last price, Preferred flag, Lead time (days), Email, Phone, Price breaks.
The cheapest supplier (by last price) is highlighted. Price breaks are shown inline as minQty+: unitPrice tiers.
Export: supplier-prices.csv
Location Summary
A breakdown of all stock held at each location (only rows with quantity > 0 are included).
Filter: Location dropdown - choose a specific location or leave blank for all.
Columns: Location, Item name, SKU, Unit, Quantity, Cost price, Value (quantity × cost price).
Export: location-summary.csv