Reports & Analytics
The Reports page
See which reports StockBold offers, which plans include them, and what you see when a report or its monetary amounts are unavailable to you.
The Reports page shows every report as a card with a short description. Reports appears in the navigation bar only if your account has the reports permission.
Open a report
- Open Reports in the top navigation bar.
- Click a report card to open it.
Available reports
| Report | What it answers | Plans |
|---|---|---|
| Received Value | What the goods you received from suppliers in a period were worth, delivery by delivery | Every plan |
| Inventory Valuation | What your stock was worth on a date, or will be worth on a future one | Every plan |
| Cost of Goods Sold | What the stock you took out in a period cost under your costing method | Pro and above |
| Supplier Performance | How each supplier delivers: on time, in full and how fast | Pro and above |
| Product Turnover | How fast each product moves through your stock | Pro and above |
| Inventory Aging | How long the stock you hold has been on hand | Pro and above |
| Inventory Value History | What your stock was worth at the end of each month | Pro and above |
| Payment Forecast | What you will pay each supplier, month by month | Pro and above |
The reports your plan includes appear first. Other reports are listed below them under With a higher plan. Each card has a pill naming the plan that includes it, such as Available with Pro, and a Compare plans link appears beside the heading.
These cards still open. Instead of figures, the page shows what the report does and an invitation to upgrade.
Report permissions and department restrictions
The reports permission opens the reports, but does not give access to the monetary amounts in them. Unless your account also has the View Inventory Value permission, every amount in a report appears as a dash. An owner always has this permission. Quantities, dates, counts and percentages still appear.
If your account is restricted to certain departments, each report covers only the products and orders of those departments. Your totals can therefore differ from a colleague's.
Export a report
Every report has an export button above its table. It downloads the rows shown, with your filters applied, as a CSV file that opens in any spreadsheet.
The button is called Export on most reports and Export CSV on Payment Forecast. On Supplier Performance, it asks whether to export only the rows shown or every supplier.