Intelligence Reports

Intelligence Overview

• Intelligence Reports - A Complete Overview
• Filter Sales Reports by Tags
• How to pin reports on Intelligence dashboard?
• Refresh time of Reports
• How to Schedule Reports?

Inventory Reports

• Inventory Reports - Overview
• Stock Movement Export
• Export Inventory Details
• Run an Inventory Stock on Hand Report
• Run an Inventory Details report
• Run a Location Report

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Sales & Invoice Reports

• Sales Over Time Report for Best Product
• Sales Over Time Report for Customer
• Intelligence Insights Widgets
• Sales by Assignee Report for Calculating Team Commissions
• Invoice Reports

Customer Reports

• Lapsed Customer Report

Demand Forecasting

• What is Demand Forecasting?
• Smooth Moving Average - Demand Forecasting model

Quick FAQs

• How to generate/export a Stock Adjustment report?
• What is the difference between 'Ordered Quantity' and 'Quantity' on Sales Reports?
• How do I see the Stock on Hand value by SKU?
• How to generate a Purchase Order report?
• How do I run a Stock History report for a specific date?
• Is the data from 3rd party sales channel integrations included in Demand Forecasting?

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