The analytics section provides operational and finance reporting across stock, purchasing, sales, replenishment, accounting, and manufacturing. Report access depends on role and report family; users only see reports they are allowed to open.
New to the terms used here? See the Glossary for plain-English definitions of FIFO, COGS, VAT inclusive/exclusive, preferred supplier, AR/AP aging, and more.
Most current reports provide:
- Date or as-of filters where the report has a period or historical view
- Warehouse, category, supplier, product type, or status filters where relevant
- Pagination with selectable row counts
- Summary tiles for report-level totals
- CSV export for the filtered result set
- Drill-through links to source products, orders, shipments, purchase orders, or production orders where the source document is available
To keep large reports responsive, the underlying data fetch is capped at 50,000 source rows per report. If your date range or filters select more than that, the report returns a 413 Payload Too Large error and asks you to narrow the range or apply more filters.
The cap applies before any aggregation, so a report that displays "120 supplier rows" might still hit it if those 120 rows roll up from millions of PO lines — narrow by date in that case.
| Report | What it shows |
|---|---|
| Stock on Hand | Current or as-of stock quantity, reserved quantity, available quantity, unit cost, total value, and reservation evidence. |
| Inventory Aging | FIFO cost-layer quantity and value by age bucket. BOM products age from their production layers; KIT rows use component-based semantics when filtered to KIT. |
| Dead Stock | Current positive-stock SKUs with no recent sales-dispatch demand inside the selected threshold. Recent never-sold SKUs can be treated separately from dead stock. |
| Stock Allocations | Reserved stock by source, including sales, manufacturing, and unattributed reservation drift. |
| Negative Stock | Current negative stock rows and products that went negative during the selected movement window. |
Warehouse users can access the stock-position report family. Broader analytics roles can access the full analytics menu.
| Report | What it shows |
|---|---|
| Stock Movement Ledger | Full movement history with opening and closing quantity/value reconciliation. |
| Stock Adjustments | Adjustment movements grouped by reason, product, user, and value impact. |
| Stock Transfers | Transfer dispatch, receipt, in-transit, overdue, and drift evidence. |
| Stock Counts | Stocktake/count variance, book versus counted quantity/value, and resulting adjustment links. |
| Inventory Valuation | IMS stock value by product, category, warehouse, and as-of date. When accounting balance snapshots exist, the report shows GL variance. |
| COGS Report | COGS from CogsEntry rows, with revenue and gross margin where sales-order-line links are available. |
| Landed Cost Analysis | Purchase-order landed cost uplift, allocation method, revaluation run evidence, and effective unit cost impact. |
| Inventory Turnover | Sales-dispatch COGS divided by observed average inventory value from daily snapshots. |
Inventory valuation and COGS only show accounting variance when matching account-balance snapshots have been ingested from the accounting connector. Missing snapshots are shown as explicit notices rather than inferred balances.
| Report | What it shows |
|---|---|
| Velocity Rankings | Top and bottom movers by sales velocity over the selected window. |
| ABC Analysis | Pareto classification by COGS or revenue contribution. |
| Reorder Planning | Suggested reorder quantity using reorder point, reorder quantity, safety stock, supplier lead time, sales velocity, available stock, and inbound open purchase orders. |
| Backorders | Non-cancelled sales-order demand not covered by committed shipments or allocations, with expected inbound quantity and projected fill date. |
| Component Shortages | BOM component demand from draft and in-progress production orders compared with available plus inbound stock. |
Reorder suggestions are never negative. They are planning guidance and should be reviewed before creating supplier documents.
Only Draft and Active products appear in reorder planning by default. EOL and Archived products are excluded — you should be running them down, not reordering them. To see EOL products too, toggle the "Include EOL" filter.
When you generate draft POs from reorder planning, the system groups suggestions by each product's preferred supplier. One draft PO is created per supplier with all of that supplier's products on it, rather than one giant mixed PO.
Products without a preferred supplier are listed under "Unassigned" and require you to pick a supplier before the draft can be generated. The preferred supplier is auto-updated whenever a PO is sent to a different supplier for that product, so once you start ordering from a new vendor, planning follows you.
| Report | What it shows |
|---|---|
| Sales Analytics | Sales totals by product, category, customer, or channel. Cancelled orders are excluded. |
| Customer Mix | Revenue, gross profit, AR exposure, and concentration by customer. |
| Gross Margin | Product margin using posted COGS entries rather than recalculating FIFO. |
| Returns | Refund and return activity by SKU, customer, and reason, with same-period shipment context. |
| Fulfillment KPIs | Shipment-based fulfillment timing, fill rate, partial shipment rate, and late shipment evidence. |
| Throughput | Shipment status activity by user and queue depth for picking, packing, and shipping work. |
Revenue figures honour each order's taxInclusive flag: tax-exclusive orders use the line subtotal before VAT; tax-inclusive orders back-calculate revenue by removing VAT from the gross. Mixed-mode batches (some WC orders inclusive, some exclusive) sum correctly without double-counting.
| Report | What it shows |
|---|---|
| Open POs | Purchase orders not fully received, including expected dates, overdue flag, outstanding quantity/value, supplier, and days since sent. |
| Supplier Performance | On-time delivery, received-versus-ordered quantity variance, actual lead time, and supplier-level performance. |
| Purchase Price Variance | Actual received cost compared with the prior received PO line for the same supplier/SKU. |
| Spend | Received purchase-order spend by supplier, category, and month. |
| Lead Times | Actual receipt lead-time distribution and P50/P95 metrics that feed reorder planning when supplier lead time is missing. |
| Report | What it shows |
|---|---|
| VAT | Output and input VAT by side / reporting category / jurisdiction / tax rate, for invoiced non-cancelled sales orders and purchase-invoice lines in the selected period. |
| AR Aging | Outstanding sales-order balances by customer and aging bucket (Current / 1–30 / 31–60 / 61–90 / 90+). |
| AP Aging | Outstanding purchase-invoice balances by supplier and aging bucket. |
| FX Gain/Loss | Booked versus settlement FX delta for multi-currency transactions using IMS FX-rate semantics (realised + unrealised). |
Finance period-end reports are limited to finance and admin roles.
The VAT report groups by side, reporting category, jurisdiction, and tax rate, so a 20% UK domestic sale and a 20% EU OSS sale appear as separate rows even though they share the rate. Categories come from the TaxRate.reportingCategory field configured in Settings > Accounting > VAT rates: DOMESTIC, REVERSE_CHARGE, EC_SALES, OSS, or Uncategorised for tax rates with no category set.
A Reporting category dropdown filter at the top of the report scopes the page to a single category — useful when preparing OSS filings or matching the reverse-charge box on the VAT return. The filter round-trips through the URL (?vatReportingCategory=OSS) so the value is preserved in CSV exports and pagination links.
Multi-component tax rates (e.g. Canada GST + PST) post to the accounting system with a single effective rate per line. The component breakdown is captured at the rate-profile level and synced to Xero's TaxComponents API (see Settings > Accounting > VAT rates); the report does not list components separately.
| Report | What it shows |
|---|---|
| Production Variance | Planned BOM component demand versus actual PRODUCTION_OUT consumption for assembly production orders. Positive variance is labelled over-consumed, not scrap, because the cause may be scrap, substitution, BOM drift, or intentional yield padding. Date filters apply to completion date. |
| WIP | Current in-progress production orders, posted consumed component value, manufacturing cost-line totals, combined WIP value, expected output value, and decimal days since start. WIP is a current-state report and does not apply date filters. |
WIP value combines components already consumed into production with labour/overhead cost lines. Production variance over-consumed value is averaged across the consumed movement value; use FIFO cost entries for layer-exact costing analysis.
Some legacy analytics pages remain available for continuity:
- Sales Statistics
- Purchase Statistics
- Product Profitability
- Inventory Report
- Reorder Forecast
New report families under /analytics/* are the preferred source for production-readiness reporting because they expose clearer provenance, RBAC, CSV exports, and reconciliation notices.
Historical demand can still be imported for forecasting:
- WooCommerce import — bulk import past WooCommerce orders by date range. A progress indicator shows real-time import status including pages processed and orders imported.
- CSV import — upload historical sales data for products not covered by WooCommerce.
| Problem | Where to look |
|---|---|
| Report returns 413 Payload Too Large | Narrow date range or apply more filters — see Source-row cap |
| Revenue doesn't match invoice total | Check the order's Tax Inclusive flag |
| Reorder planning missing a product | Check lifecycle status — EOL/Archived are excluded by default |
| Draft PO has wrong supplier | A preferred supplier was auto-updated by a recent PO; edit on the product page |
| Inventory valuation shows no GL variance | Account-balance snapshots haven't been ingested from the accounting connector yet |
| FX rate looks stale | FX rates auto-fetch via cron — see Troubleshooting for cron status |