Reading reports
Record your Stock In and Stock Out and the totals build up on their own. The report screen is where you look back at how much moved and how much you made.
Open it from the “Reports” tab. It shows the data of the site you currently have selected.
Reports are only shown to admins and viewers
With the Member role, the Reports tab (the left-menu item on a desktop) doesn’t appear at all. → Members
Periods are monthly
You pick a month at the top of the screen, and step back and forward with the arrows. There’s no free date range — reports are per month.
Choose the current month and you’ll see totals up to today.
Five metrics
The figures across the top are the totals. Tap one to switch the charts to that metric.
| Metric | What it counts |
|---|---|
| Qty Out | Total quantity sent out |
| Qty In | Total quantity received |
| Value Out | Total of “selling price × quantity” |
| Value In | Total of “unit cost × quantity” |
| Gross Profit | Value Out − the cost of the stock sent out |
The three money metrics are hidden when the costing method is “Quantity Only” — you’re managing quantities only.
What gets counted
- Only completed Stock In and Stock Out transactions.
- Scheduled transactions and Transfers, Adjustments and Stock Counts are excluded. Shifting stock between shelves or correcting a count shouldn’t look like revenue.
- Deleted items stay in the per-item totals as past activity, shown with a strikethrough. → Registering and editing items
- Type an item name, SKU, barcode or item field into the search box to see the totals for just that item.
Two charts
By Date — the daily trend. Useful for spotting month-end spikes or a strong day of the week.
By Item — per-item totals in descending order, with a cumulative line drawn over the bars.
That cumulative line is your ABC analysis. Everything up to the point where it reaches 80% is generating most of your revenue — keep those in stock at all costs, and consider trimming the long tail on the right. → What is ABC analysis
How gross profit is decided
Gross profit = Value Out (selling price × quantity) − the cost of the stock sent out
How the cost is determined depends on your costing method.
| Costing method | How gross profit behaves |
|---|---|
| Weighted Average Cost | Recorded at the average cost as of completing the Stock Out. Later unit cost changes don’t alter past gross profit. |
| Standard Cost | Uses each item’s standard cost. Changing a standard cost recalculates past reports as well. |
| Quantity Only | Amounts and gross profit aren’t calculated. |
Stock In unit costs don’t affect gross profit directly
Gross profit is calculated when stock goes out. Stock In unit costs are used to update the average cost under Weighted Average Cost.
Exporting to Excel and CSV
Two exports are available from the save icon at the top right, each as Download CSV or Download Excel.
- By Date — daily totals
- By Item — per-item totals, including Cumulative %
Useful when you want to cross-reference in Excel or Google Sheets.
Don’t want to read the numbers yourself?
Have AI summarise them. It reads the change over the period and suggests which items to watch and what to do next. → AI suggestions