Reporting

The Reporting menu in the sidebar gives you ready-made reports on your inventory, inbound receipts, open orders, shipments and kitting. Each report is a table: one row per product, order line, parcel or serial number, depending on the report. You can search it, filter it, sort it, hide and reorder columns, and export it to a CSV file to work with it in a spreadsheet.

Reports are meant for questions that the regular screens (Orders, Inventory, Shipments) do not answer in one place, for example "which serial numbers did we ship to this customer last month?" or "which purchase orders are still waiting for goods?".

Available reports

The reports appear in the sidebar under Reporting in this order:

Report	What it shows	Updated
Inventory on hand	All inventory currently in your locations, per product, bin location, container, lot and serial number	Every four hours
Inbounded orders	Completed purchase orders, return orders and add inventory orders, one row per order, with the inbound information captured at receipt	Every four hours
Inbounded inventory items	Everything that was received, per product, order and container, with who received it and when	Every four hours
Manual inventory adjustments	Inventory that was added or removed by hand, through add inventory and remove inventory orders	Live
Open sales orders	Sales order lines that are not yet completed or cancelled, with their state, destination and value	Every four hours
Open receives	Inbound order lines that still expect goods, with quantity ordered and received so far	Every four hours
Shipped products	Products that left the warehouse, per shipment, parcel and product, with destination, carrier and value	Every four hours
Shipped serial numbers	Every shipped serial number, with order, shipment, destination and tracking number	Every four hours
Serial numbers on hand	Every serial number currently in stock, with bin location, container, lot and expiry date	Nightly
Inventory on non standard bin-locations	Inventory that is not stored on the product's standard bin location	Every four hours
Kitting transactions	Components consumed and kits built by kit orders	Every four hours

Who can see reports

The Reporting menu, and every report in it, is available to users with one of these roles:

Role	Access
Admin	All reports
Warehouse associate	All reports
Account owner	All reports
Shopify account owner	All reports
Reporting	All reports

There is no per-report permission: a user who can see one report can see all of them. Users with other roles only (such as Picker, Packer or Receiver) do not see the Reporting menu. Roles are assigned per user; see Users and roles. The Reporting role is useful for people who need to look at data and export it, but who should not work with orders or inventory.

Which data you see

A report never shows more than you can see elsewhere in Boxture:

• Accounts: rows belong to the account you are working in and its sub-accounts, as far as you have access to them.
• Locations: reports that are about stock in a warehouse (Inventory on hand, Serial numbers on hand, Inventory on non standard bin-locations) only show locations you have access to.
• Account column: most reports have an Account column. It is only shown when your account has sub-accounts, because otherwise every row would show the same name. Inventory on hand and Serial numbers on hand always show it.

How report data is updated

Most reports are not calculated live when you open them. Boxture prepares the data in the background and refreshes it every four hours (at 00:00, 04:00, 08:00, 12:00, 16:00 and 20:00). What you see is therefore a snapshot from the last refresh: an order you shipped ten minutes ago may not appear in Shipped products yet.

Exceptions:

• Manual inventory adjustments is read directly from the orders, so it is always up to date.
• Serial numbers on hand is refreshed once a night (at midnight, Amsterdam time).

TIP

For the current, up-to-the-minute situation of a single product or order, use the regular screens: Inventory, Orders or Shipments. Use reports for overviews, analysis and exports.

Working with a report table

All reports use the same table. What you can do:

Search

Type in the Search and filter box above the table and press Enter. Boxture looks for the text anywhere in any visible column, ignoring upper and lower case. Searching for 4711 finds rows where the product number, an order number, a reference or a serial number contains 4711.

Filters

Click the plus button next to the search box (Add filter) to filter on a specific column. Pick the column, an operator and a value. The active filter appears as a pill above the table; click a pill to change it or remove it. You can combine several filters; a row must match all of them.

Which operators you get depends on the kind of column:

Column kind	Operators
Text (numbers, names, references)	is, isn't, matches, doesn't match, is empty, is not empty, is duplicate
Quantities and other numbers	is, isn't, greater than, less than, greater than or equal to, less than or equal to, between, is empty, is not empty, is duplicate
Dates and times	greater than, less than, greater than or equal to, less than or equal to, between, is empty, is not empty, is duplicate
Yes/no columns	is, isn't, is empty, is not empty

• matches finds rows where the column contains the value, ignoring case. doesn't match finds the other rows, including rows where the column is empty.
• between asks for a from and a to value and includes both. Leave one end empty for an open range, for example everything from 1 January on.
• is duplicate shows rows whose value in that column occurs more than once, which is handy for spotting a serial number that appears twice.

Some columns, such as Location, Status, State, Order type, Carrier, Channel and Business model, offer a list of values to choose from instead of a free text field. Each report page lists which columns offer such a list.

Sorting

Click a column header to sort on that column; click again to reverse the order. Each report has a default sort order, described on its page.

Columns

Use the columns button in the control bar to hide columns you do not need and drag columns into the order you prefer. Boxture remembers your search, filters, sort order and columns for each table in your browser. Use the reset button to clear search and filters again.

INFO

Reports do not support saved custom views. To repeat the same analysis, re-apply the filters, or keep the exported files.

Paging

Reports show a page of rows at a time. The bottom of the table shows which rows you are looking at and the total number of matching rows.

Exporting

Click the export button in the control bar to open the export dialog. It shows your Available downloads (earlier exports of this report, which you can download again or delete) and lets you create a New export:

1. Choose what to export: All records (matching current filters) or only the Current page.
2. Choose the file format:
   • CSV for Excel, Numbers, or other spreadsheet programs: a CSV file marked so that spreadsheet programs read accents and special characters correctly. Pick this when you open the file in Excel.
   • Plain CSV file: a standard CSV file, for importing into other systems.
3. Click Export.

The export is prepared in the background; the dialog shows Preparing… and then a Download button when the file is ready. You can close the dialog and come back later. The file contains the columns you have visible, in the order you have arranged them, and respects your search and filters.

TIP

To export, for example, last month's shipments: add a filter on Shipped at with operator between, choose the first and last day of the month, then export All records.

Daily report e-mails

Boxture admins can also have a report e-mailed every night. This is set up in Messaging as a template for the report with the event daily. Each night the report data is refreshed and an e-mail is sent with the report attached as an Excel (XLSX) file, named after the report and the date. If the report has no data at all, no attachment is added. The attachment contains the report's underlying data columns, not the filtered table you see on screen.

Dashboard charts

The dashboard has an Analytics section with four small charts (reportlets) for the account you are working in:

Chart	What it shows
Open Order Aging	Open orders (pending or processing) by age: 1, 2, 3, 4 and 5+ days since the order was created
Open Sales-orders per account	Number of open (pending or processing) sales orders per account you have access to
Completed orders per month	Number of completed sales orders per calendar month. Months of different years are added together.
Inventory (value) by location	Value of the inventory per location and currency, calculated as quantity times the product's default price

The charts are calculated when you open the dashboard. They have no filters or exports; use the reports above for details.

Related pages

• Users and roles: giving users the Reporting role
• Inventory overview: live stock per product
• Order lifecycle: the order states used in the reports
• Serial numbers, lots and expiry