Background

Business reporting: Find the data you need
to keep things running smoothly

From Purchasing to Stock to Sales — see what’s happening
across your entire operation in detail

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Why is business reporting important?

Visibility is everything to a business.

Accurate reporting gives you greater insight into your company’s performance, allowing you to identify problems, discover opportunities for improvement, and adapt to changes in the market. Additionally, reporting gives you clarity of where you stand, allowing you to benchmark your position and better track future progress.

Note: Reporting metrics are different from key performance indicators (KPIs). You can analyse your most valuable KPIs with Unleashed Business Intelligence. (Coming Soon)

21 in-depth operational reports

Unleashed offers an extensive range of focused reports, giving you a contextual understanding of functions across your business.

  • Purchase Reports
    Purchase Enquiry

    Purchase Enquiry

    Filter purchase lines by date, order status, warehouse, product, supplier or supplier reference.

    Costing Analysis Report

    How — and why — a product’s landed cost has changed over time.

    Costing Analysis Report
    Reorder Report

    Reorder Report

    Identify where you are running low and replenish your stock directly through the report.

  • Production Reports

    Production Enquiry

    Investigate wastage across assemblies and disassemblies, so you can improve margins.

    Production Enquiry
  • Product and Stock Reports
    Product Enquiry

    Product Enquiry

    Count any product — including units on hand, how many are in assembly and what’s out for order — globally or in individual warehouses.

    Serial Numbers Enquiry

    Trace any product with serial number tracking. Useful for recalls.

    Serial Numer Tracking
    Batch Numbers Enquiry

    Batch Numbers Enquiry

    View the full location history of your batched products.

    Stock On Hand Enquiry

    What stock is on hand, allocated and available.

    Did you know… With Unleashed Business Intelligence you can instantly see your total stock on hand and investigate trends over time.

    Stock On Hand Enquiry
    Reduce costs

    Transaction Enquiry

    Every transaction, from supplier returns to stock adjustments.

    Product Allocations

    Which products are allocated to which transactions. Create multiple views that can be called on at any time.

    Did you know… You can see your total allocated stock from your Unleashed BI dashboard.

    Product Allocations
    Quick Stock Count

    Quick Stock Count

    Printable count sheets of stock on hand, available whenever you need.

    Stock Movement Enquiry

    The opening stock, purchases, adjustments, and closing stock for any period of time.

    Stock Movement Enquiry
    Price List Enquiry

    Price List Enquiry

    A full price list (including price tiers).

  • Sales Reports

    Margin Enquiry

    How much you make from every order. Useful for calculating sales commission.

    Reduce costs
    Unit Sales Enquiry

    Unit Sales Enquiry

    Compare the sales volume of individual products over time.

    Quote Enquiry

    See which quotes are due to expire so you can take action.

    Quote Enquiry
    Sales Enquiry

    Sales Enquiry

    Your sales in detail, regardless of their status. Filter by person, channel, region and more.

    Did you know… With Unleashed Business Intelligence you can compare your total sales orders to previous periods.

    Backorder Enquiry

    See all backorders. Create and deploy shipments directly from the report.

    Backorder Enquiry
    Shipment Enquiry

    Shipment Enquiry

    Adjust shipping status and directly dispatch orders as they are ready.

    Invoice Enquiry

    Inspect your invoices. Filter by date, customer, salesperson, or sell price tier.

    Backorder Enquiry
    Credit Enquiry

    Credit Enquiry

    Clarity over your credits. Spot trends in credit reasons and take measures to minimise sales errors.

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