Reports · Ordryx Help

Reports turn your shop's records into answers: what your stock is worth, what sold, what each supplier costs you. Every module's reports are in one place, under Reports in the menu.

The Reports screen

Open Reports in the menu. Each report sits under its group: Money, Purchasing, Sales, Inventory, Contractors and Printers. A line under each title says what it shows.

You only see the reports you can open. They come with the modules switched on (see Modules) and with your role. Type in Find a report… to search.

Recently opened at the top links the reports you opened last.

Favourites

Press the star (☆) beside a report to make it a favourite. Favourites move to the top of the screen as cards. Most show a headline number, such as the stock value or this period's sales, and how it changed from the period before.

Pick the period for those numbers in Favourites for: This month, Last month, This quarter, This year or Last 12 months.

Favourites and saved views are your own. Nobody else's change.

Working with a report

Every report opens on its own screen, with the same tools at the top.

The Stock value report, with its period and columns

Period and compare

Pick a Period: Any time, Today, Last 7 days, Last 30 days, Last 90 days, Last 12 months, This month, Last month, This quarter, Last quarter, This year, Last year, or Pick dates… for your own From and To.

Many reports also have Compare with: Same period last year, Period before, or Nothing. The report then shows how its numbers changed.

Columns

Under Columns, press a column's name to show or hide it. Some reports have other choices too, such as what to group by.

Saving a view

When a report shows exactly what you want, save it to open the same way next time.

Set the period, filters and columns.
Press Save as a view….
Type a Name and press Save view.

A view keeps the report's period, filters, grouping, sort and columns. A period like "Last month" stays relative: it is always last month when you open it. Saving under a name you have used replaces that view.

Open a saved view from Saved views… on the report, or from its name under the report on the Reports screen. Press ✕ beside a name there to delete it.

You can also press the star at the top of a report to make it a favourite.

Downloading

Every report downloads as Excel or CSV. Use Excel to open it in a spreadsheet, and CSV for other programs or your accountant's software.

Reports that show costs

Some reports are all money that comes from costs: what you paid for stock and supplies. While Contracting is on, costs show only to the owner and roles that can see contractor pay, because a cost can include what a contractor was paid.

For everyone else, those reports aren't listed and don't open. Reports that are mostly quantities still open for them, with their money columns left out. See People and roles.

The reports

"Costs" below marks a report that is all money from costs.

Money

Report	What it shows
Stock value	What the stock was worth on any date, by item, kind and category. Costs.
Cost of goods sold	What the goods shipped in a period cost: by product, channel and month. Costs.
Tax-time summary	A year's cost of goods sold laid out the way Schedule C Part III asks, for your accountant. Costs.
Supplier spend & prices	What you spent with each supplier by month, and every part's price over time, with rises flagged. Costs.

Inventory

Report	What it shows
Usage	Where each item came from and went, what it was worth, and what sits unused. Its Waste view shows stock removed as waste, by reason.
Stock history	Every stock change: what, how much, who, and its value.
Days of stock	How long what's on hand lasts at current use and demand, for every item, finished products included.
Count corrections	What counts corrected, by item, in units and value: where stock keeps drifting.

Sales

Report	What it shows
Sales	Revenue, units and margin by product, from every channel. Costs.

Purchasing

Report	What it shows
Supplier performance	Every supplier side by side: how long they take to deliver, how often on time, and short or closed-short lines.

Contractors

Report	What it shows
Contractor payments	What's owed to contractors, and everything paid.
Contractor performance	Turnaround, QC pass rate and cost per unit with bonuses, for each contractor.

Printers

Report	What it shows
Printer report	How busy each printer was, how prints ended, filament, parts and what they cost.

Each module's page says more about its own reports: Inventory, Sales, Purchasing, Contracting and Printers.