Reports
Reports help you understand what is happening across your restaurant operations. Use reports to review inventory levels, stock movements, purchases, delivery-location activity, and exported report files.Inventory Report
Analyze ingredient stock, movements, costs, activity, waste, transfers, and inventory value.
Purchase Orders Report
Review delivered products, quantities, article numbers, units, and purchase totals by delivery location.
Export History
Track background report exports and download completed CSV or PDF files.
What reports are used for
Reports give you a structured view of operational and financial data. They are useful when you want to:- Check current stock levels
- Review inventory movements
- Analyze waste, transfers, receipts, and stock adjustments
- Review purchased products by delivery location
- Check delivery quantities and purchase totals
- Export report data as CSV or PDF
- Download background exports after they are completed
- Investigate stock, cost, or delivery differences
Available reports
| Report | Use it for |
|---|---|
| Inventory Report | Ingredient stock, movements, inventory value, unit cost, waste, transfers, and activity |
| Purchase Orders Report | Delivered products, quantities, article numbers, units, delivery dates, and purchase totals |
| Export History | Background export jobs, export status, completed downloads, and failed exports |
Access reports
To open reports:Set filters
Choose the relevant date range, delivery location, storage unit, ingredient, or other filters.
Inventory Report
Use the Inventory Report to analyze ingredient stock and movement activity. It helps answer questions such as:- Which ingredients are currently on hand?
- Which ingredients had movement in a selected period?
- How much stock was received?
- How much stock was issued or consumed?
- How much waste was posted?
- Which stock count adjustments were created?
- Which ingredients were transferred in or out?
- What is the current inventory value?
Open Inventory Report
Review stock levels, inventory value, movement totals, unit costs, and activity across ingredients.
Common Inventory Report filters
| Filter | Purpose |
|---|---|
| Time range | Select the period for inventory movement analysis |
| Activity | Show only ingredients with movement in the selected period |
| Ingredients | Focus on selected ingredients |
| Storage units | Review stock and movement by location |
| Recipes | Analyze recipe-related movement |
| Transaction types | Filter by receipts, issues, waste, adjustments, transfers in, or transfers out |
| Current stock | Find ingredients above or below selected stock levels |
| Total waste | Find ingredients with high waste |
| Weighted average cost | Focus on high-cost ingredients |
Purchase Orders Report
Use the Purchase Orders Report to review delivered products for a selected delivery location and date range. It helps answer questions such as:- What products were delivered to this location?
- Which article numbers were included?
- How much of each item was delivered or ordered?
- What unit was used?
- What was the total purchase value?
- Which deliveries are included in the selected period?
Open Purchase Orders Report
Review delivered products, quantities, units, article numbers, total prices, and grand total by delivery location.
Required Purchase Orders filters
| Filter | Required | Purpose |
|---|---|---|
| Delivery location | Yes | Select the location whose delivered products should be shown |
| Date from | Yes | Start of the report period |
| Date to | Yes | End of the report period |
The Purchase Orders Report only loads after a delivery location and date range are selected.
Export History
Use Export History to track report exports that run in the background. It helps answer questions such as:- Is my export still pending?
- Is the export processing?
- Did the export complete?
- Did the export fail?
- Can I download the completed CSV or PDF file?
Open Export History
View export jobs, check their status, refresh the list, and download completed files.
Export statuses
| Status | Meaning |
|---|---|
| Pending | The export job was created and is waiting to be processed |
| Processing | The export is currently being generated |
| Completed | The export finished and can be downloaded if a file is available |
| Failed | The export could not be completed |
Direct downloads and background exports
Some reports support direct downloads and background exports.| Export type | Best for | What happens |
|---|---|---|
| Direct CSV/PDF download | Smaller reports or immediate downloads | The file downloads directly from the report page |
| Background export | Larger reports or longer-running exports | A job is created and later appears in Export History |
Report permissions
Reports can contain financial and operational data. Some reports may require permission to view financial data for the selected company. If a report is not visible or you cannot export data, ask an administrator to review your company access.Best practices
Start with the right date range
Choose the report period before reviewing totals or exporting data.
Use focused filters
Narrow large reports by ingredient, storage unit, delivery location, or transaction type.
Check totals before exporting
Review grand totals, inventory values, or movement totals before downloading files.
Use CSV for analysis
Choose CSV when you want to work with the data in a spreadsheet.
Use PDF for review
Choose PDF when you need a readable report for sharing or filing.
Use Export History for large files
Create background exports for larger reports and download them once completed.
Common workflows
Review inventory activity
- Open Inventory Report
- Select the reporting period
- Turn on Has activity if you only want changed ingredients
- Review receipts, issues, waste, adjustments, and transfers
- Open ingredient details if a value looks unusual
Review purchases for a delivery location
- Open Purchase Orders
- Select a delivery location
- Select the date range
- Review delivered products and totals
- Download CSV or PDF if needed
Download a completed export
- Open Export History
- Find the completed export
- Click Download
- Open the downloaded file
Common problems
A report shows no data
A report shows no data
Check that the selected company, date range, and filters are correct.For the Purchase Orders Report, make sure a delivery location is selected.
I cannot export a report
I cannot export a report
Check that all required filters are set.You may also need permission to view financial data for the company.
A background export is not ready
A background export is not ready
Open Export History and check the export status.Exports can be pending, processing, completed, or failed.
The numbers look different from another page
The numbers look different from another page
Check whether both pages use the same date range, delivery location, storage unit, filters, and quantity logic.For example, the Purchase Orders Report may use received quantity when available.
Related pages
Inventory Report
Analyze ingredient stock, movements, costs, and activity.
Purchase Orders Report
Review delivered products and purchase totals by delivery location.
Export History
View and download completed report exports.
Delivery Locations
Manage delivery locations used in purchase reports.
Ingredients
Manage ingredient data used in inventory reporting.
Organization Settings
Manage company access and permissions for reports.