Reports cover valuation, movement, ledgers, warehouse stock, low and dead stock, ageing, lots, serials, receiving, transfers, counts, fulfilment, reservations, and recalls.
- Open Reports.
- Select a report card.
- Set warehouse, item, date, as-at date, or currency filters.
- Select Run report.
- Use Export CSV, Export XLS, or Print PDF where available.
- Owners can save a schedule with recipients, frequency, and format.
Scheduled report delivery sends an email to the configured recipients. Report and export access may require a paid plan.
Related: Stock levels, Settings.