Reports and audit trail
Stock, purchasing and sales reports, saved views, scheduled emails, exports and the audit trail
Reports
Reports lists every report, worked out from your stock movements. Search it, and use Display as to switch between Cards and Table.
| Group | Report | What it shows |
|---|---|---|
| Stock | Stock on hand | What you hold and what it's worth, on any day |
| Stock movements | Opening, in, out and closing quantities per item | |
| Slow movers | Items on hand that haven't sold in a while | |
| Write-offs | Write-offs and stock-take variances, by reason | |
| ABC analysis | Which items carry most of your stock value | |
| Purchasing | Reorder | Items at or below their reorder level, by supplier |
| Open orders | Sales orders still to ship and purchase orders still to arrive, with back orders and late deliveries | |
| Not invoiced | Goods received that no supplier invoice covers yet | |
| Purchases by supplier, Purchases by item, Purchase price history | What you bought, from whom and at what price | |
| Sales | Sales by item, Sales by client, Sales by client category, Sales by sales code, Sales by month | Revenue, cost and margin from invoices with items on them |
The Reorder report can Create purchase orders: one draft per usual supplier, at each item's last purchase price.
Views, comparisons and exports
On the sales and purchase reports, choose the Period, Group by and columns, and Compare with The period before or The same period last year to add what each row, subtotal and total came to then and the change.
Save this view keeps your choices under a name, listed under Saved views. A saved view can be emailed Every Monday or On the 1st of each month to people in the company. Cost and margin are included only when whoever scheduled it can see costs.
Every report has the same export group: Preview (to print), Export CSV and Export PDF.
Audit trail
The Audit trail, under Settings, shows who changed items, prices, price levels and purchase orders, and when, newest first. Stock takes, adjustments and opening stock are in it too, and so are changes made by a data migration or by Looped itself.
Search by SKU, item, order number or supplier, filter by type, person and date, and export it as CSV or PDF. It needs See the audit trail, which Inventory Admin and Stock Controller have.
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