Reports & insights
Enterprise charts that turn day-to-day data into decisions. Purchasing reports are fully wired and CSV-exportable; branch reports are in active build-out (the charts render but several data feeds are still landing).
📈 Branch reports build-out
The branch-reports surface exists in the Insights menu. The cards below render as soon as the corresponding data feed is enabled for your tenant; until then they show empty states rather than fake numbers.
Performance over time.
What's actually driving sales.
Where work is piling up in the pipeline.
Best sellers by revenue.
Output by team member.
Stock that needs action.
🛒 Purchasing reports
A separate report set for buyers and managers: spend, supplier performance, receiving accuracy and budget consumption — also CSV-exportable.
🔑 Access & scope
Reports need the Analytics module and are scoped to the branches you may see — a branch manager sees their site, an owner sees everything. Purchasing reports additionally need the Purchasing module + buyer/manager role.