Operations Reports
What you have, where it is, what it costs: inventory, valuation, production, fixed assets and projects.
The Operations category holds 27 reports across inventory, production, fixed assets and projects. Inventory figures — quantity on hand, value, weighted-average cost, movement — come from the single inventory engine that every stock screen reads, so a quantity on a report is the same quantity the item page shows. Operations reports filter by Item and Center; project reports also filter by Customer and Project. Most offer no grouping.
The full list with paths and grants is on Report catalog.
Inventory
| Report | What it shows | Controls beyond period and filters |
|---|---|---|
| Inventory Summary | Stock levels by location; items, quantity and value in the summary | — |
| Inventory Valuation | Inventory value by category — cost value, retail value and potential profit | — |
| Stock Reconciliation | A statement: Opening + Purchases + Production − Cost of Sales = Closing, with inventory turnover | Measure: Total Amount (value, default) or Quantity. Compare for period columns. |
| Stock Movement | Stock in and out transactions; movements, total in, total out, net quantity, value | — |
| Item Movement Analytics | Buy and sell rate trends, quantities moved and party breakdown for a selected item | Group by Period or Party |
| Low Stock Items | Items below their reorder point, with quantity needed and reorder value | — |
| Out of Stock Items | Items at zero stock, with reorder value | — |
| Cost of Sales | COGS for the period | Group by Item, Center or Category. Compare for period columns. |
| Inventory Valuation Trend | Inventory value over time by item | Compare: monthly, quarterly, yearly columns |
| Valuation by Center | Inventory value per location | — |
| Stock Aging | Days since each item was last received, with total value and average days in stock | — |
| Inventory Turnover | COGS to average inventory ratio and days to sell per item | — |
| Wastage Report | Write-offs, damages and wastage with quantity and value | — |
| Item Profitability | Revenue less COGS per item with margin | — |
| Center Performance | Revenue, cost, profit and headcount per center | — |
| Inventory Ledgers (Excel) | A workbook with one sheet per item | See Ledger workbooks |
A total quantity summed across items measured in different units is not a number, so the hub cards for stock levels, low stock and out of stock headline value and counts rather than a summed quantity. The full reports show quantity per item.
Rows on the inventory reports link to the item's inventory page; on Stock Reconciliation the rows are statement lines and do not link.
Production
- Production Summary — batches, total output, total cost and average cost per unit for the period; on the hub the card shows material, labour and total cost by batch count.
- Production by Item — output and cost per product with unique items and batch counts.
- Top Produced Items — items ranked by output quantity, with cost and batches.
Rows link to the item. For the production process see Operations → Production.
Fixed Assets
- Fixed Assets Summary — assets by category with purchase cost, accumulated depreciation and book value. Filter by Center.
- Asset Depreciation — the depreciation schedule: cost, period depreciation, accumulated depreciation and book value per asset.
- Asset Disposal — disposed assets with proceeds and gain or loss on disposal.
Rows link to the asset. See Operations → Fixed Assets.
Projects
Project reports accept Customer, Center and Project filters; Project Summary also accepts User.
| Report | Summary figures |
|---|---|
| Project Summary | Projects, active, completed, total budget, actual revenue, gross profit, average progress |
| Project Profitability | Revenue, cost, labour cost, gross profit, average margin, average ROI, profitable and unprofitable projects |
| Project Performance | On track, at risk, critical and overdue projects; average progress, SPI and CPI |
| Project Documents | Revenue and cost documents linked to projects, with totals and balance |
| Project Time Analysis | Estimated, logged and billable hours, labour cost, billable amount and billable percentage |
Rows link to the project. See Operations → Projects.
Related
- One workbook, one sheet per item: Ledger workbooks.
- Building your own inventory list: Table report modules.
- What the item and center filters do: Filtering a report.
- The operations cards on the landing page: Reporting hub.