Reports & Analytics

1. Real-Time Data Collection

The system continuously collects data from all operations including job cards, invoices, stock movements, purchase orders, and payments. All transactions are recorded with timestamps, user information, and complete details. This real-time data collection ensures reports are always up-to-date and accurate, providing a true picture of business performance.

2. Stock Valuation Reports

Stock valuation reports calculate total stock value by location, category, or supplier using various valuation methods (FIFO, average cost, etc.). The system tracks stock investment levels, turnover rates, and identifies slow-moving stock. Reports can be generated for specific dates, allowing comparison of stock values over time and identification of trends.

3. Invoice Aging Analysis

Invoice aging reports show outstanding invoices grouped by age brackets (current, 30 days, 60 days, 90 days, over 90 days). The system calculates total outstanding balances by age group, helping prioritise collection efforts. Reports can be filtered by customer, location, or date range, and exported for collection teams or management review.

4. Purchase Analysis & Supplier Performance

Purchase analysis reports show purchasing patterns, supplier performance, and cost trends. The system tracks purchase volumes, average order values, delivery times, and supplier reliability. Reports identify cost-saving opportunities, highlight top suppliers, and show purchasing trends over time. Supplier performance metrics help negotiate better terms and improve relationships.

5. Daily Delivery Reports

Daily delivery reports track all parts movements including issues to jobs, receipts from suppliers, returns, and adjustments. The system provides detailed breakdowns by part, location, technician, or job, helping identify usage patterns and optimise stock levels. Reports can be generated for specific dates or date ranges, and exported for analysis.

6. Job & Workshop Performance Reports

Job reports analyse workshop performance including job completion times, technician productivity, job profitability, and workshop efficiency. The system tracks key metrics like average job value, labour efficiency, parts usage, and customer satisfaction indicators. Reports help identify bottlenecks, optimise workflows, and improve workshop performance.

7. Customer & Sales Analysis

Customer reports show sales history, service frequency, customer value, and growth opportunities. The system identifies top customers, analyses customer retention, and highlights cross-selling opportunities. Sales reports track performance by period, location, product, or customer segment, helping identify trends and growth areas.

8. Custom Report Generation

The system allows custom report generation with flexible filtering, sorting, and grouping options. Reports can be scheduled for automatic generation and email delivery. Export options include CSV, PDF, and Excel formats for further analysis or sharing with stakeholders. Saved report templates allow quick generation of standard reports.