Skip to content
Reports & Analytics · Module 6

Every insight, in real time.

Standard dashboards for every role. Custom reports for specific questions. Exception-based alerts that surface what needs attention. Data export for finance and analysis. Reports & Analytics turns operational data into operational visibility.

multi-panel dashboard — stock aging chart, sales trend, customer aging
drill-down interaction

What Reports & Analytics handles.

Role dashboards, custom reports, exception alerts, and export — reporting that reflects operational reality as of the last transaction.

Standard dashboards per role (Management, Sales, Warehouse, Finance)
Real-time KPI tracking (order fulfillment, inventory turns, sales velocity)
Custom report builder for specific business questions
Exception alerts (stock below threshold, credit limit approached, discrepancies)
Scheduled report delivery to email or messaging
Data export in multiple formats (Excel, CSV, PDF)
Historical trend analysis with configurable time periods
Multi-warehouse consolidated views
Financial reports (aging, reconciliation, tax filing prep)
Operational analytics (throughput, accuracy, cycle times)

How reports and analytics run.

These are the reporting operations that happen every day — the morning dashboard check, the one-off question answered without IT, and the alert that surfaces an exception before it becomes a problem.

Workflow 1

Management Dashboard, Morning Check

5 steps
01Business owner opens the mobile app at 8:45 AM02Overnight activity shown — orders confirmed, dispatches completed03Exceptions pending approval surfaced04Two minutes of review covers what matters05Team gets moving on approvals immediately

Business owner opens the mobile app at 8:45 AM. The management dashboard shows overnight activity — orders confirmed, dispatches completed, exceptions pending approval. Two minutes of review has surfaced everything needing attention. The team gets moving on approvals immediately.

Workflow 2

Custom Report Building

5 steps
01Finance defines the question02Drag columns, apply filters03Save the report definition04Schedule for weekly delivery05No engineering ticket required

Finance needs a report showing customer aging by territory, filtered by product category, for last quarter. Custom report builder handles this without IT involvement — drag columns, apply filters, save the report definition, schedule for weekly delivery. Ongoing operational reporting without engineering tickets.

Workflow 3

Exception-Based Alerts

5 steps
01Configure the thresholds that matter02SKU drops below reorder point03Customer approaches credit limit04Warehouse variance exceeds threshold05Alert routes to the right role via email or push

Rather than reviewing everything, configure alerts for what matters — SKU below reorder point, customer approaching credit limit, warehouse variance beyond threshold. Alerts route to the right role via email or push notification. Attention focused on exceptions, not routine.

Who uses Reports & Analytics.

Every role gets a dashboard built for the decisions they actually make — management consumes it most.

Role
Usage
What they do with it
Management
Primary
Overview dashboards, trend analytics, exception monitoring — the primary consumers.
Finance
Secondary
Financial reports, aging analysis, reconciliation reports, tax filing preparation data.
Sales
Secondary
Territory performance, customer analytics, quotation-to-order conversion, aging by customer.
Warehouse
Secondary
Throughput dashboards, accuracy metrics, exception patterns, team performance.
Procurement
Secondary
Vendor performance analytics, cost trends, PO cycle time metrics.

Common questions about reports and analytics.

Yes. Dashboards reflect operational reality as of the last transaction. No overnight batch processes, no reporting lag.

Yes. The custom report builder is designed for business users — drag columns, apply filters, save and schedule. IT involvement not required for standard reporting needs.

Yes. Any report can be scheduled for regular delivery via email or messaging to specific recipients.

Multi-format export supported — Excel, CSV, PDF. Direct integration with accounting systems for financial data. API access available for enterprise tier.

Ready to see it in action?

Every insight, in real time.

A 30-minute discovery call showing the reports and analytics that matter to your operation on Stockrect. If it's a fit, we'll follow up with a tailored proposal.

Have questions first? Email hello@stockrect.com