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.

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Reports & Analytics

Access powerful reporting and analytics tools to understand your business performance and make data-driven decisions.

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Report Categories

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Sales Reports

• Revenue analysis
• Sales trends
• Top products
• Customer sales
• Order volume

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Inventory Reports

• Current stock levels
• Stock valuation
• Turnover rates
• Low stock alerts
• Dead stock analysis

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Customer Reports

• Customer performance
• New customers
• Customer retention
• Account receivable
• Customer segmentation

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Financial Reports

• Revenue by period
• Profit margins
• Payment collection
• Invoice aging
• Cost analysis

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Operational Reports

• Order fulfillment
• Delivery performance
• Route efficiency
• Driver performance
• Processing times

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Accessing Reports

Navigate to Reports in the main menu to access the reporting dashboard.

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Report Dashboard

The dashboard provides:

• Quick Stats: Key metrics at a glance
• Trending Charts: Visual data trends
• Recent Reports: Recently generated reports
• Favorites: Your frequently used reports
• Scheduled Reports: Automated report schedule

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Standard Reports

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Sales Reports

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Sales by Period

• Daily, weekly, monthly, yearly sales
• Compare periods
• Identify trends
• Revenue breakdown

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Product Sales

• Best-selling products
• Revenue by product
• Quantity sold
• Product performance trends

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Customer Sales

• Sales by customer
• Top customers
• Customer purchase patterns
• Customer lifetime value

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Sales by Category

• Revenue by product category
• Category performance
• Category trends

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Inventory Reports

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Stock Status

• Current inventory levels
• Products by stock status
• Location-wise inventory
• Stock valuation

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Inventory Movement

• Stock in/out transactions
• Adjustment history
• Turnover analysis
• Slow-moving items

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Reorder Report

• Items below reorder point
• Suggested reorder quantities
• Lead time considerations
• Stock-out predictions

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Customer Reports

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Customer List

• All customers with details
• Filterable by group, status, region
• Contact information
• Account status

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Customer Performance

• Revenue per customer
• Order frequency
• Average order value
• Growth trends

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Customer Profitability

• Revenue vs. costs per customer
• Margin analysis
• Resource allocation
• Focus opportunities

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Financial Reports

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Invoice Report

• All invoices by period
• Payment status
• Outstanding amounts
• Collection metrics

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Accounts Receivable Aging

• Invoices by age buckets
• 0-30, 31-60, 61-90, 90+ days
• Customer-wise aging
• Collection priorities

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Payment Collection

• Payments received
• Collection trends
• Payment methods
• Average days to payment

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Operational Reports

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Order Fulfillment

• Orders by status
• Processing times
• Fulfillment rates
• Order accuracy

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Delivery Performance

• On-time delivery percentage
• Late deliveries
• Delivery times
• Route performance

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Driver Performance

• Deliveries per driver
• On-time rate
• Issues reported
• Efficiency metrics

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Custom Reports

Create custom reports:

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Report Builder

1. Go to Reports → Custom Reports
2. Click New Custom Report
3. Select data source
4. Choose fields to include
5. Add filters
6. Group and sort
7. Save report

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Custom Report Options

• Data Sources: Orders, products, customers, inventory
• Fields: Select specific data points
• Filters: Date range, status, category, etc.
• Grouping: Group by category, customer, period
• Sorting: Sort by any field
• Calculations: Sum, average, count, min, max

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Report Filters

Filter reports by:

• Date Range: Specific period
• Customer: Individual or group
• Product: Specific products or categories
• Status: Order status, payment status
• Location: Warehouse, zone, region
• Driver/Route: Delivery routes
• Custom Fields: Your specific criteria

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Report Formats

Export reports in various formats:

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Available Formats

• PDF: For printing and sharing
• Excel (XLSX): For analysis in Excel
• CSV: For data import to other systems
• HTML: For web viewing
• Email: Send directly via email

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Exporting Reports

1. Generate report
2. Click Export
3. Select format
4. Choose options (page size, orientation)
5. Download or email

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Scheduled Reports

Automate report generation:

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Creating Schedule

1. Generate a report
2. Click Schedule Report
3. Set schedule:
   • Frequency (daily, weekly, monthly)
   • Day and time
   • Recipients
   • Format
4. Save schedule

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Scheduled Report Options

• Frequency: How often to generate
• Recipients: Email addresses
• Format: PDF, Excel, CSV
• Delivery: Email or save to folder
• Filters: Dynamic (e.g., “last 30 days”)

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Managing Schedules

• View all scheduled reports
• Edit schedules
• Pause/resume
• Delete schedules
• View schedule history

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Report Visualization

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Charts and Graphs

Visualize data with:

• Line Charts: Trends over time
• Bar Charts: Comparisons
• Pie Charts: Distribution
• Area Charts: Cumulative data
• Tables: Detailed data

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Dashboard Widgets

Add report widgets to dashboard:

1. Customize dashboard
2. Click Add Widget
3. Select report
4. Choose visualization
5. Set refresh rate
6. Save to dashboard

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Key Performance Indicators (KPIs)

Track important metrics:

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Sales KPIs

• Total revenue
• Revenue growth %
• Average order value
• Orders per day
• Conversion rate

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Operational KPIs

• Order fulfillment time
• On-time delivery %
• Order accuracy %
• Stock turnover rate
• Fill rate

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Financial KPIs

• Gross profit margin
• Operating expenses
• Days sales outstanding
• Accounts receivable turnover
• Cash flow

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Customer KPIs

• Customer acquisition
• Customer retention rate
• Customer lifetime value
• Average revenue per customer
• Customer satisfaction

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Comparative Analysis

Compare performance across periods:

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Period Comparison

• This month vs. last month
• This year vs. last year
• Quarter over quarter
• Year-to-date vs. previous year-to-date

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Variance Analysis

Shows:

• Absolute difference
• Percentage change
• Positive/negative indicators
• Trend direction

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Drill-Down Capabilities

Explore data in depth:

1. View summary report
2. Click on any data point
3. See detailed breakdown
4. Continue drilling down
5. Access source records

Example:

• Total Sales → Sales by Customer → Customer’s Orders → Order Details

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Report Sharing

Share reports with team:

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Sharing Options

• Email: Send report via email
• Link: Generate shareable link
• Export: Download and share file
• Dashboard: Share dashboard view
• Portal: Publish to customer portal (if applicable)

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Access Control

Control who can:

• View specific reports
• Generate reports
• Export data
• Schedule reports
• Access raw data

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Report Templates

Use pre-built templates:

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Available Templates

• Executive summary
• Sales dashboard
• Inventory snapshot
• Financial overview
• Operational metrics

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Using Templates

1. Go to Reports → Templates
2. Select template
3. Customize parameters
4. Generate report
5. Save customizations

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Data Analytics

Advanced analytics features:

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Trend Analysis

Identify patterns:

• Sales trends
• Seasonal patterns
• Growth trajectories
• Performance cycles

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Forecasting

Predict future performance:

• Sales projections
• Inventory needs
• Resource requirements
• Revenue estimates

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Cohort Analysis

Analyze customer cohorts:

• By signup date
• By first purchase
• By customer type
• Retention analysis

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Mobile Reporting

Access reports on mobile:

• View key metrics
• Quick report generation
• Export and share
• Real-time data
• Push notifications for milestones

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Report Performance

For large data sets:

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Optimization Tips

• Use date filters to limit data
• Schedule heavy reports for off-hours
• Use summary reports for quick overview
• Cache frequently used reports
• Archive old data

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Background Processing

Large reports process in background:

• Receive notification when ready
• Continue working while processing
• Download when complete

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Best Practices

• Define key metrics for your business
• Review reports regularly (daily/weekly/monthly)
• Compare periods to identify trends
• Act on insights from data
• Share with stakeholders appropriately
• Schedule routine reports to automate
• Customize dashboards for different roles
• Validate data accuracy periodically
• Archive old reports for historical reference
• Train team on report usage

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Troubleshooting

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Report Not Generating

Check:

• Date range has data
• Filters not too restrictive
• Permissions configured
• System not overloaded

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Data Looks Wrong

Verify:

• Date range selected
• Filters applied correctly
• No duplicate records
• Recent data synced
• Cache refreshed

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Export Failing

Try:

• Smaller date range
• Different format
• Reduce columns
• Check file size limits
• Verify disk space