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Reports

Answers, not exports

Operational, financial, and quality reports out of the box — with a query layer for the questions we didn’t think of yet.

Overview

Stop exporting to Excel. Every table and dashboard is live — grouped, filtered, and drillable — built on the same data that drives the plan and the shop floor. Scheduled exports exist for the few cases where you really need a file.

Reports query live transaction data directly — no data warehouse or refresh delays
Flexible reports display results in sortable, groupable, filterable data grids
Export to PDF, Excel, or CSV; schedule recurring reports by email

Every module. One place.

Nine report categories covering operations, finance, quality, and people.

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Report Builder

Build reports your way

Any user can create custom reports from scratch — drag in the fields you need, group by any dimension, and share with individuals or roles.

Drag-and-drop columns

Add, remove, and reorder any field from any module. Save as a reusable named template.

Group & summarize

Group rows by customer, date, item, or any dimension. Subtotals calculate automatically.

Access control

Reports stay private until you share them. Grant view or edit access per user or role.

What’s inside

Operational dashboards

Throughput, on-time delivery, yield, and capacity — updated live.

Financial reports

WIP, standard vs actual cost, margin, and variance analysis.

Quality analytics

First-pass yield, non-conformance trends, and supplier quality scorecards.

Ad-hoc queries

Build your own views without SQL — save and share across the team.

Scheduled delivery

Email or export reports on a schedule for boards and external stakeholders.

Data access

Read-only database access for your BI tool when you need to go deeper.

Also available

  • Sales: order history, customer revenue, backlog, and shipping activity
  • Purchasing: PO history, supplier spend, goods receipt, and open PO reports
  • Inventory: stock on hand, cycle count results, item movement, and valuation
  • Employees: time card summaries, labor by employee, and time allocations
  • MRP / Planning: material requirements, shortage summary, and demand vs. supply

See it in action

Book a demo and we’ll walk you through this module end-to-end, tailored to your operation.