Overview
The Reporting & Analytics system transforms your warehouse data into actionable insights. Built on Next.js 15+ with TypeScript, it provides real-time dashboards, scheduled reports, and advanced analytics to optimize your operations.All reports are generated using React Server Components for optimal performance, with interactive elements rendered on the client side.
Analytics Dashboard
Real-Time KPIs
Live performance metrics updated every minute
Historical Trends
Compare performance over days, weeks, months, or years
Custom Reports
Build reports tailored to your specific needs
Automated Delivery
Schedule reports to be emailed automatically
Executive Dashboard
High-level overview for management and stakeholders:Key Performance Indicators
- Financial View
- Operational View
- Strategic View
Inventory Valuation:
- Total inventory value
- Value by category
- Value by location
- Aging analysis (0-30, 31-60, 61-90, 90+ days)
- Obsolescence risk assessment
- Labor costs
- Material costs (packaging)
- Shipping costs
- Carrying costs
- Cost per order fulfilled
- Cost trends over time
- Orders processed
- Revenue fulfilled
- Average order value
- Customer lifetime value
- Growth trends
Standard Reports
Inventory Reports
Inventory Valuation Report
Inventory Valuation Report
Purpose: Financial reporting and audit supportContents:
- SKU-level detail
- Quantity on hand
- Unit cost
- Extended value
- Location breakdown
- Subtotals by category
- Grand total inventory value
Stock Movement Report
Stock Movement Report
Purpose: Track inventory transactions and trendsContents:
- Beginning balance
- Receipts (by supplier)
- Picks (by order)
- Adjustments (with reasons)
- Transfers (between locations)
- Ending balance
- Variance analysis
- Date range
- Product category
- Location
- Transaction type
- User
ABC Analysis Report
ABC Analysis Report
Purpose: Classify inventory by value and velocityMethodology:
- Rank products by annual value (quantity × cost)
- Calculate cumulative percentage
- Classify:
- A items: Top 20% by value (typically 80% of total value)
- B items: Next 30% by value (typically 15% of total value)
- C items: Remaining 50% by value (typically 5% of total value)
- Cycle counting frequency
- Location optimization
- Safety stock levels
- Reorder policies
- Supplier negotiations
Slow Moving & Obsolete Report
Slow Moving & Obsolete Report
Purpose: Identify inventory optimization opportunitiesCriteria:
- No movement in 90+ days
- Declining demand trend
- Approaching expiration
- Superseded by newer products
- Discontinued items
- Days of supply on hand
- Last sale date
- Quantity on hand vs. demand
- Carrying cost
- Opportunity cost
- Promotional recommendations
- Price reduction suggestions
- Return to supplier options
- Disposal considerations
Inventory Accuracy Report
Inventory Accuracy Report
Purpose: Measure and monitor inventory accuracyMetrics:
- Overall accuracy percentage
- Accuracy by category
- Accuracy by location
- Accuracy by ABC classification
- Accuracy trend over time
- Number of counts performed
- Items counted
- Discrepancies found
- Adjustment quantities
- Adjustment values
- Root cause summary
- A items: 99.5% accuracy
- B items: 98% accuracy
- C items: 95% accuracy
Order Reports
Order Fulfillment Report
Order Fulfillment Report
Purpose: Measure fulfillment performanceMetrics:
- Orders received
- Orders fulfilled
- Fulfillment rate percentage
- Average fulfillment time
- On-time shipment rate
- Back order rate
- Cancellation rate
- Customer
- Product category
- Order type (standard, expedited, bulk)
- Shipping method
- Day of week
- Time of day
Picking Performance Report
Picking Performance Report
Purpose: Analyze picking operations efficiencyIndividual Performance:
- Orders picked
- Lines picked
- Units picked
- Average pick time
- Pick accuracy rate
- Errors and corrections
- Productivity vs. goal
- Total orders processed
- Peak hour analysis
- Capacity utilization
- Bottleneck identification
- Trend analysis
Shipping Analysis Report
Shipping Analysis Report
Purpose: Optimize shipping costs and performanceCost Analysis:
- Total shipping costs
- Cost per order
- Cost by carrier
- Cost by service level
- Cost by destination
- Cost trends
- On-time delivery rate by carrier
- Damage rate by carrier
- Average transit time
- Customer satisfaction by carrier
- Rate shopping effectiveness
- Packaging optimization
- Consolidation potential
- Zone skipping opportunities
Returns Analysis Report
Returns Analysis Report
Purpose: Understand and reduce return ratesReturn Metrics:
- Total returns
- Return rate percentage
- Return reasons breakdown
- Returns by product
- Returns by customer
- Trend analysis
- Value of returns
- Processing costs
- Recovery percentage
- Net loss from returns
- Product quality issues
- Picking errors
- Packing damage
- Customer expectation mismatches
- Shipping damage
Productivity Reports
Labor Productivity
Track employee performance, hours worked, and productivity metrics
Resource Utilization
Monitor equipment, space, and system utilization rates
Process Efficiency
Measure cycle times and identify process bottlenecks
Quality Metrics
Track accuracy rates, error rates, and quality scores
Advanced Analytics
Predictive Analytics
Predictive analytics uses historical data and machine learning algorithms to forecast future trends and behaviors.
- Demand Forecasting
- Anomaly Detection
- Optimization Recommendations
Capabilities:
- Predict future product demand
- Seasonal pattern recognition
- Trend identification
- Promotion impact analysis
- Weather correlation (for agricultural products)
- Time series analysis
- Moving averages
- Exponential smoothing
- Seasonal decomposition
- Machine learning models
- Reorder point optimization
- Safety stock calculation
- Purchasing planning
- Staffing requirements
- Space planning
Data Visualization
Interactive charts and graphs built with modern technologies:Line Charts
Trends over time
Bar Charts
Comparisons between categories
Pie Charts
Proportional distributions
Heatmaps
Location-based intensity
Scatter Plots
Correlation analysis
Gauge Charts
Performance vs. targets
- Hover for details
- Click to drill down
- Drag to zoom
- Filter and segment data
- Export chart images
- Share via link
Custom Reports
Report Builder
Create custom reports without coding:Select Data Sources
Choose from available data:
- Inventory tables
- Order tables
- Transaction logs
- Performance metrics
- Financial data
Choose Fields
Select columns to include:
- Drag and drop to reorder
- Rename column headers
- Set data formatting
- Apply calculations
- Add custom formulas
Apply Filters
Narrow down data:
- Date ranges
- Product categories
- Locations
- Status values
- Custom conditions
Configure Grouping
Organize data:
- Group by category
- Add subtotals
- Calculate aggregates
- Sort results
- Limit rows
Design Layout
Format appearance:
- Add headers and footers
- Insert company logo
- Choose fonts and colors
- Set page layout
- Add charts and graphs
Export Options
- Excel
- PDF
- CSV
- API
Features:
- Multiple worksheets
- Formatted cells
- Charts and graphs
- Pivot tables
- Formulas preserved
- Conditional formatting
- Further analysis needed
- Financial reporting
- Data manipulation
- Presentations
Scheduling & Automation
Scheduled Reports
Automate report delivery:Daily Reports
Daily Reports
Common Daily Reports:
- Overnight order summary
- Inventory changes
- Stock alerts
- Performance metrics
- Exception report
Weekly Reports
Weekly Reports
Common Weekly Reports:
- Week-over-week performance
- Productivity analysis
- Accuracy metrics
- Cost analysis
- Customer metrics
Monthly Reports
Monthly Reports
Common Monthly Reports:
- Monthly performance summary
- Financial analysis
- Inventory valuation
- Trend analysis
- Strategic metrics
Event-Triggered Reports
Event-Triggered Reports
Trigger Conditions:
- Inventory below threshold
- Performance below target
- Error rate spike
- Large order received
- System anomaly detected
Email Configuration
Performance Monitoring
System Performance
Monitor reporting system health:- Report Generation Time: Track time to generate each report
- Query Performance: Optimize slow database queries
- Export Speed: Monitor export operation duration
- Email Delivery: Confirm successful delivery
- Error Rate: Track and investigate failures
User Activity
Track report usage analytics:- Most viewed reports
- Most exported reports
- User engagement metrics
- Report effectiveness
- Feature utilization
- User feedback
Best Practices
Report Design
- Keep It Simple: Focus on key metrics, avoid clutter
- Use Visual Hierarchy: Most important information first
- Consistent Formatting: Maintain standards across all reports
- Clear Labels: Use descriptive, unambiguous labels
- Appropriate Charts: Choose chart types that fit the data
- Include Context: Add comparison periods and benchmarks
- Actionable Insights: Highlight items requiring attention
Data Accuracy
Reports are only valuable if the underlying data is accurate. Maintain data quality through proper processes and regular audits.
- Regular cycle counting
- Transaction verification
- User training
- System validation
- Periodic audits
- Error investigation
- Process documentation
Security & Privacy
Access Control
Access Control
Control who can view sensitive reports:
- Role-based permissions
- Report-level security
- Field-level security
- Data masking options
- Audit trail of access
Data Retention
Data Retention
Manage report and data retention:
- Define retention periods
- Automatic archival
- Secure deletion
- Compliance requirements
- Storage optimization
Export Security
Export Security
Secure exported reports:
- PDF encryption options
- Watermarking
- Download tracking
- Expiring links
- Confidentiality notices
Troubleshooting
Report generation timeout
Report generation timeout
Symptom: Report fails to generate or times outSolutions:
- Reduce date range
- Apply more specific filters
- Remove unnecessary columns
- Simplify calculations
- Run during off-peak hours
- Contact support for database optimization
Missing or incorrect data
Missing or incorrect data
Symptom: Report shows unexpected or missing valuesSolutions:
- Verify filter settings
- Check date range selection
- Confirm data has been synced
- Review source transaction status
- Check for system delays
- Refresh and regenerate report
Scheduled report not received
Scheduled report not received
Symptom: Expected report email didn’t arriveSolutions:
- Check spam/junk folder
- Verify email address in configuration
- Check schedule settings
- Review report generation logs
- Check email server status
- Verify report hasn’t been paused
- Regenerate and send manually
Next Steps
Inventory Management
Explore inventory management capabilities
Stock Tracking
Learn about real-time stock monitoring
Order Processing
Understand order fulfillment workflows
Dashboard Guide
Master the analytics dashboard interface
