Report types
Three report types are available: View Report, Purchase Order Report, and Report View Export.
Stock-out alerting is no longer a report type — it moved to stock notification rules, which fire in real time instead of on a schedule.
On this page
Section titled “On this page”- View Report
- Purchase Order Report
- Report View Export
- See also
View Report
Section titled “View Report”A View ReportView reportA scheduled email built from a saved Forecast view — an aggregated dashboard with Coverage Summary, Reorder Recommendations, ABC Distribution, and Supplier Breakdown sections. Runs daily, weekly, bi-weekly, or monthly. Enhanced-plan feature. Read more → is an aggregated email dashboard built from a saved Forecast view. It is not a static export of the view’s table — instead, it groups variants into bucketed summaries and per-category breakdowns. Each section can be toggled on or off, and most sections have an optional nested toggle that lists the individual variants in each bucket.
Sections you can include:
- Overdue Reorders — items past their reorder date.
- Reorder Recommendations — items reaching their reorder date inside a configurable window. The “Reorder window (days)” input controls the look-ahead (default: 14).
- Coverage Summary — variants bucketed by days of coverage remaining:
0d,1-3d,4-7d,8-14d,15+d. Optional nested “show variants per bucket” toggle. - ABC Distribution — variants grouped by ABC class. Optional nested “show variants per ABC bucket” toggle.
- Supplier Breakdown — variants grouped by supplier. Optional nested “show variants per supplier” toggle.
When to use: weekly buyer or operations review tied to a specific Forecast view. “Every Monday morning, send my buyer the Coverage Summary and Reorder Recommendations for their assigned view.”
The subject line of the email is {report name} — {view name}.
Purchase Order Report
Section titled “Purchase Order Report”A Purchase Order ReportPurchase order reportA scheduled email summarising open purchase orders, with separate sections for overdue orders and orders arriving soon. Status filter and sort options are configurable. Runs daily, weekly, bi-weekly, or monthly. Enhanced-plan feature. Read more → summarises your open purchase orders, with separate sections for orders that are overdue and orders arriving soon. Each section is independently toggleable.
Sections you can include:
- Quick Stats — total open POs, total value, overdue count.
- Overdue Orders — POs whose expected delivery date has passed (no day-count input; uses today’s date as the cutoff).
- Arriving Soon — POs expected within the next N days. The “Days ahead to show” input controls N (default: 7).
- Supplier Breakdown — which suppliers currently have open orders.
- Status Breakdown — count of POs in each status.
- PO Table — the full table of matching POs. Two optional column toggles: Expected Delivery Dates and Order Values.
Status filter — the 9 available statuses:
- Draft
- Sent
- Partially Confirmed
- Confirmed
- In Progress
- Partially Received
- Received
- Completed
- On Hold
Default selection: Sent, Confirmed, In Progress — the active orders on their way to you.
Sort options for the PO Table: sort by Expected Delivery Date, Created Date, Order Value, or Supplier Name. Ascending or descending.
When to use: weekly buyer / ops review. “Every Friday afternoon, send the team the POs that are overdue or arriving in the next 7 days.”
The subject line of the email is the report name.
Report View Export
Section titled “Report View Export”A Report View Export emails a saved or standard Reporting view as a CSV attachment, on the cadence you choose. The attachment replays the view exactly — the same rows, columns, filters, and sorting the Reports page shows you on screen. If an export is large enough to hit the row cap, the email says so.
Configure it with two fields: the Report type, then the View — either a standard view or one of your saved views.
When to use: getting raw numbers into a spreadsheet on a regular basis. “Every Monday, email finance the sales-by-supplier view as a CSV.”
This type has no Content tab and no Preview tab — the view itself is the definition and the preview.
See also
Section titled “See also”- Creating a report — the setup flow.
- Reporting — where the views behind a Report View Export are built.
- Purchase Orders → Overview — the workflow summarised by the Purchase Order Report.
- Notifications — the threshold-based counterpart, and the home of stock-out alerts.