Insights

Insights is where you turn your data into answers — a catalog of reports covering sales, inventory, finance, and product health. Most reports share the same shape, so once you've run one, you can run them all.

How reports work

1. Open Insights → Reports and pick a report from the list.
2. In Report Configuration, set the inputs — a date or date range, and any Group By dimensions (warehouse, brand, supplier, SKU).
3. Click Generate Report. Results appear as summary tiles and a drill-down table you can search and expand.
4. Click Export to download the report as a file.

How-to guides

• Value your inventory — the Inventory Valuation report, end to end.
• Reconcile your inventory value month over month — explain the change between two month-ends and tie it to the ledger.
• Explain a change in inventory value — break the change in stock value between two dates into what caused it.
• Read the COGS report — cost of goods sold, returned and adjusted, by channel, country, brand or SKU.
• Segment the Profitability report by customer tag — revenue, cost, and profit for each customer segment.
• Rank suppliers and products by return with IRR Analytics — the money-weighted return on the cash each supplier and product ties up.

Reference

• Reports catalog — every report and what it answers.

Reports by job

• Build your own reports — custom reports, the AI report builder, sharing and scheduled email, and getting data into a spreadsheet or BI tool.
• Sales and profit — profitability with drill-down, the contribution margin ladder, daily financials and margin alerts, and drop-ship money.
• Sales tax — the sales tax liability report and economic nexus.
• Products and suppliers — product and supplier analytics, purchasing targets, pro forma profit modelling and IRR.
• Data quality and adoption — product data health, broken images and the feature adoption report.
• Cost Entries — record overheads and spread them across products, brands, suppliers and channels so they shape margin.