> ## Documentation Index
> Fetch the complete documentation index at: https://help.mathership.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Use Mathership reports to analyze inventory, purchases, exports, and operational performance

# 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.

<CardGroup cols={3}>
  <Card title="Inventory Report" icon="chart-line" href="/en/restaurants/reports/inventory-report">
    Analyze ingredient stock, movements, costs, activity, waste, transfers, and inventory value.
  </Card>

  <Card title="Purchase Orders Report" icon="file-spreadsheet" href="/en/restaurants/reports/purchase-orders">
    Review delivered products, quantities, article numbers, units, and purchase totals by delivery location.
  </Card>

  <Card title="Export History" icon="download" href="/en/restaurants/reports/export-history">
    Track background report exports and download completed CSV or PDF files.
  </Card>
</CardGroup>

## 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:

<Steps>
  <Step title="Open Reports">
    Go to the reports area in Mathership.
  </Step>

  <Step title="Choose a report">
    Select **Inventory Report**, **Purchase Orders**, or **Export History**.
  </Step>

  <Step title="Set filters">
    Choose the relevant date range, delivery location, storage unit, ingredient, or other filters.
  </Step>

  <Step title="Review or export">
    Review the table, open details, download directly, or create an export when available.
  </Step>
</Steps>

## 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?

<Card title="Open Inventory Report" icon="chart-line" href="/en/restaurants/reports/inventory-report">
  Review stock levels, inventory value, movement totals, unit costs, and activity across ingredients.
</Card>

### 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?

<Card title="Open Purchase Orders Report" icon="file-spreadsheet" href="/en/restaurants/reports/purchase-orders">
  Review delivered products, quantities, units, article numbers, total prices, and grand total by delivery location.
</Card>

### 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                                     |

<Note>
  The Purchase Orders Report only loads after a delivery location and date range are selected.
</Note>

## 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?

<Card title="Open Export History" icon="download" href="/en/restaurants/reports/export-history">
  View export jobs, check their status, refresh the list, and download completed files.
</Card>

### 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

<CardGroup cols={2}>
  <Card title="Start with the right date range" icon="calendar-days">
    Choose the report period before reviewing totals or exporting data.
  </Card>

  <Card title="Use focused filters" icon="filter">
    Narrow large reports by ingredient, storage unit, delivery location, or transaction type.
  </Card>

  <Card title="Check totals before exporting" icon="calculator">
    Review grand totals, inventory values, or movement totals before downloading files.
  </Card>

  <Card title="Use CSV for analysis" icon="file-spreadsheet">
    Choose CSV when you want to work with the data in a spreadsheet.
  </Card>

  <Card title="Use PDF for review" icon="file-pdf">
    Choose PDF when you need a readable report for sharing or filing.
  </Card>

  <Card title="Use Export History for large files" icon="download">
    Create background exports for larger reports and download them once completed.
  </Card>
</CardGroup>

## Common workflows

### Review inventory activity

1. Open **Inventory Report**
2. Select the reporting period
3. Turn on **Has activity** if you only want changed ingredients
4. Review receipts, issues, waste, adjustments, and transfers
5. Open ingredient details if a value looks unusual

### Review purchases for a delivery location

1. Open **Purchase Orders**
2. Select a delivery location
3. Select the date range
4. Review delivered products and totals
5. Download CSV or PDF if needed

### Download a completed export

1. Open **Export History**
2. Find the completed export
3. Click **Download**
4. Open the downloaded file

## Common problems

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="I cannot export a report">
    Check that all required filters are set.

    You may also need permission to view financial data for the company.
  </Accordion>

  <Accordion title="A background export is not ready">
    Open **Export History** and check the export status.

    Exports can be pending, processing, completed, or failed.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Related pages

<CardGroup cols={2}>
  <Card title="Inventory Report" icon="chart-line" href="/en/restaurants/reports/inventory-report">
    Analyze ingredient stock, movements, costs, and activity.
  </Card>

  <Card title="Purchase Orders Report" icon="file-spreadsheet" href="/en/restaurants/reports/purchase-orders">
    Review delivered products and purchase totals by delivery location.
  </Card>

  <Card title="Export History" icon="download" href="/en/restaurants/reports/export-history">
    View and download completed report exports.
  </Card>

  <Card title="Delivery Locations" icon="location-dot" href="/en/restaurants/settings/delivery-locations">
    Manage delivery locations used in purchase reports.
  </Card>

  <Card title="Ingredients" icon="carrot" href="/en/restaurants/inventory/ingredients">
    Manage ingredient data used in inventory reporting.
  </Card>

  <Card title="Organization Settings" icon="building" href="/en/restaurants/settings/organization">
    Manage company access and permissions for reports.
  </Card>
</CardGroup>