Running & Viewing a Report
Supply'd's reports feature helps track performance, monitor trends, and gain insights to optimise decision-making.
With Supply'd you have the capability of running a multitude of reports, from sales to purchases to customers and write-offs, over various time periods, giving you an overview of your sales and purchases, both in table and graph format with the ability to compare various sales periods. You can also search, download and filter these reports.
This document will guide you through:
The Reports Page
The Reports page in Supply’d is where you can view and analyse key business data across orders, sales, customers, and operations. It’s designed to give you a clear overview of performance and help you make informed decisions based on real-time and historical information.
Reports can read from various date references (order, delivery, shipped, and completed) and product identifiers (SKU, barcode or carton barcode), depending on your preferences.
👉 See the Report Settings document for instructions for setting those.
Saved Reports
The Saved Reports tab is where you can view and manage all reports you’ve created and saved so you can reuse it without needing to set it up again each time. From here, you can quickly access existing reports, see their current status (such as manual or scheduled), and identify them using colour-coded indicators.
Saved Reports have colour-coded statuses beside them for easy identification:
- Manual reports are run only when you choose to generate them.
- Scheduled reports run automatically based on a set frequency, date, and time, and are sent to selected recipients.
👉 See the Saving & Automating Reports section below.
You can also open a saved report to view or edit its settings, including frequency, recipients, and automation schedules.
When you click on a saved report, you will be taken back to the first tab, where a “Currently viewing…” indicator will show the report you’ve selected.
Running & Viewing a Report
The first menu, which initially says Sales, gives you this selection:
The second menu, which initially says By Channel, will depend on the selection in the first menu. Column headings in the report, shown below for each menu selection, will also vary depending on the menu choices.
Click on the tabs in one of the 2 tables below, or the links above, to see the second menu options and table headings for each selection.
Sales
Gives you an overview of all your sales within your selected time frame, sorted by the highest Gross Sales to the lowest.
Clicking the little arrow beside the Gross Sales tab will allow you to switch the sort order from highest-to-lowest to lowest-to-highest dollar sales amounts.
By Channel
Will show you the following values through your various sales Channels, such as, Supply'd, Online Store, Shopify etc.
Gross Sales
Net Sales
Tax
Average Sale (in $)
Sales (number of)
By Warehouse
The sales amounts for each Warehouse in dollar value and the number of sales.
Gross Sales
Net Sales
Tax
Average Sale (in $)
Sales (number of)
By Product
The sales amounts for each Product in dollar value and the numbers sold. Clicking on the product name will open that product's page.
Gross Sales
Net Sales
Average Sale
Tax
Sales (number of)
Qty (quantity)
By Department
The sales amounts for each Warehouse in dollar value and the number of sales.
Gross Sales
Net Sales
Tax
Average Sale
Sales (number of)
By Category
The sales amounts for each Category in dollar value and the numbers sold.
Gross Sales
Net Sales
Tax
Average Sale
Sales (number of)
Qty (quantity)
By Customer
The sales amounts for each Customer in dollar value and the numbers sold.
Gross Sales
Net Sales
Tax
Average Sale
Sales (number of)
By Group
The sales amounts for each customer Group in dollar value and the numbers sold.
Gross Sales
Net Sales
Tax
Average Sale
Sales (Number of)
By Delivery Date
The sales for each Delivery Date.
Order Number
Customer Name
Amount
Tax
Order Date
Delivery Date
Status
By Sales Rep
The sales statistics for each Sales Rep.
Gross Sales
Net Sales
Tax
Average Sale
Sales (Number of)
By Date
Gross Sales
Net Sales
Average Sale
Sales (Number of)
True Sales
To get true sales figures in Supply’d, use:
Sales > By Channel
This report shows accurate totals because every sales order must have one (and only one) sales channel - no exceptions.
Gross vs Net Sales
If tax (such as GST) is applied to all products:
Gross Sales – Net Sales = Tax
The difference between these figures should equal the Tax column.
All results can be sorted by clicking on the column headings:
Channel, Product, Warehouse, Category, Group, Sale Rep etc: Alphabetically - A–Z or Z–A.
Date: Chronologically - earliest to latest or latest to earliest.
Sales & Tax: Highest to lowest or lowest to highest amount.
Sales (number of): Highest to lowest or lowest to highest number.
Margins
Gives you an overview of all your margins, both in dollar value and as a percentage, within your selected time frame, sorted by the highest Margin Dollars amount.
By Channel
By Warehouse
By Department
By Product
By Category
By Customer
By Group
By Date
All the second menu selections for Margins will give you the same report table headings, with the addition of an SKU column for By Product.
Margin & Cost of Goods (COGS)
Any report based on Margin requires Cost of Goods (COGS).
COGS comes from batch information in Inventory.
COGS is properly recorded when the full end-to-end process is followed in Supply’d (including using the Expenses module).
If COGS = 0, then Net Sales for Margin reports will also show as 0.
For margin reports to be accurate, clients must use both Inventory and Expenses.
Reports affected:
Margins > By (any option)
Sales by Channel vs Margin by Channel – Net Sales will not match if COGS is missing.
All results can be sorted by clicking on the column headings:
Channel, Warehouse, Product, Department, etc.: Alphabetically - A–Z or Z–A.
Sales, Cost of Goods & Margin Dollars: Highest to lowest or lowest to highest amount.
Margin Percentage: Highest to lowest or lowest to highest percentage.
Purchases
Gives you an overview of all your purchases, both in dollar value and as a number purchased, within your selected time frame, sorted by the highest Gross Purchases amount.
By Supplier
Gross Purchases
Net Purchases
Average Purchase
Purchases (number of)
By Location
Gross Purchases
Net Purchases
Average Purchase
Purchases (number of)
Qty (quantity)
By Department
Gross Purchases
Net Purchases
Average Purchase
Purchases (number of)
Qty (quantity)
By Product
Clicking on the product name will open that product's page.
SKU
Gross Purchases
Net Purchases
Average Purchase
Purchases (Number of)
Qty (quantity)
By Category
Gross Purchases
Net Purchases
Average Purchase
Purchases (Number of)
Qty (quantity)
All results can be sorted by clicking on the column headings:
Supplier, Location, Department, Product, etc.: Alphabetically - A–Z or Z–A.
SKU: Alphabetically - A–Z or Z–A, then numerical - highest to lowest or lowest to highest number.
Purchases: Highest to lowest or lowest to highest amount.
Purchases (number of) & Purchases: Highest to lowest or lowest to highest number.
Production
Gives you an overview of all your production, both in dollar value and as a number, within your selected time frame, sorted by the highest Actual Yield amount.
By Warehouse
Actual Yield
Qty (quantity)
Cost of Goods
By Product
Clicking on the product name will open that product's page.
SKU
Actual Yield
Qty (quantity)
Cost of Goods
By Batch
Clicking on the product name will open that product's Production Run details.
SKU
Batch
Expiry
Actual Yield
Qty (quantity)
Cost of Goods
By Category
Actual Yield
Qty (quantity)
Cost of Goods
All results can be sorted by clicking on the column headings:
Warehouse, Product, Category, etc.: Alphabetically - A–Z or Z–A.
SKU: Alphabetically - A–Z or Z–A, then numerical - highest to lowest or lowest to highest number.
Batch: Highest to lowest or lowest to highest number.
Expiry: Chronologically - earliest to latest or latest to earliest.
Yields & Qty: Highest to lowest or lowest to highest number.
Cost of Goods: Highest to lowest or lowest to highest amount.
Inventory
Gives you an overview of all your inventory, both as a number and in dollar value, within your selected time frame, sorted by various amounts as listed.
By Warehouse
Sorted by Stock On Hand
Stock On Hand
Stock Available
Cost Value
Sale Value
By Product
Sorted by Stock On Hand.
Clicking on the product name will open that product's Manage Stock page.
SKU
Stock On Hand
Stock Available
Cost Value
Sale Value
By Batch
Sorted by Expiry
Clicking on the product name will open the batch details.
Clicking on the product name in the batch details will open that product's page.
SKU
Batch
Expiry
Stock Available
Cost Value
Sale Value
This is a good report to run to see products that may be past, at, or close to their expiry or best before dates.
By Category
Sorted by Stock On Hand. Clicking the little arrow beside the Stock On Hand tab will allow you to switch the sort order from highest-to-lowest to lowest-to-highest.
Stock On Hand
Stock Available
Cost Value
Sale Value
By Product On Order
Sorted alphabetically by product name. The sort order can be changed to Z-A by clicking the little arrow beside Product.
Clicking on the product name will open that product's Recent Sales Orders page
SKU
Stock On Hand
On Order
Stock Available
Min Stock Hold
Required
By Days On Hand
Sorted by the highest Days On Hand value.
Can sort by lowest to highest by clicking the arrow beside Days On Hand.
SKU
Stock On Hand
Stock Available
Actual ROS
Predicted ROS
Days On Hand
By Weeks On Hand
Sorted by the highest Weeks On Hand value.
Can sort by lowest to highest by clicking the arrow beside Weeks On Hand.
SKU
Stock On Hand
Stock Available
Actual ROS
Predicted ROS
Weeks On Hand
By Months On Hand
Sorted by the highest Months On Hand value.
Can sort by lowest to highest by clicking the arrow beside Months On Hand.
SKU
Stock On Hand
Stock Available
Actual ROS
Predicted ROS
Months On Hand
By Feed
Date
Product
SKU
Batch
Type
Qty
Old Count
New Count
All results can be sorted by clicking on the column headings:
Warehouse & Product: Alphabetically - A–Z or Z–A.
SKU: Alphabetically - A–Z or Z–A, then numerical - highest to lowest or lowest to highest number.
Dates: Chronologically - earliest to latest or latest to earliest.
Stock on Hand, Months on Hand, Batch Number, Qty, Counts, etc.: Highest to lowest or lowest to highest number.
Write Offs
Gives you an overview of all your write-offs, both as a number and in dollar value, within your selected time frame, sorted by the highest Stock Written Off amount.
By Type
Stock Written Off
Cost Value
Sale Value
By Warehouse
Stock Written Off
Cost Value
Sale Value
By Product
SKU
Stock Written Off
Cost Value
Sale Value
By Category
Stock Written Off
Cost Value
Sale Value
By User
User
Stock Written Off
Cost Value
Sale Value
All results can be sorted by clicking on the column headings:
Type, Product, Warehouse, User etc: Alphabetically - A–Z or Z–A.
Date: Chronologically - earliest to latest or latest to earliest.
Stock Written Off: Highest to lowest or lowest to highest number.
Cost Value, Sales Value: Highest to lowest or lowest to highest amount.
Pick/Pack
By Channel
Channel
Orders Picked
Orders Packed
Items
Avg Pick Time
Avg Pack Time
By Warehouse
Channel
Orders Picked
Orders Packed
Items
Avg Pick Time
Avg Pack Time
Avg Time From Order
By Customer
Customer
Orders Picked
Orders Packed
Items
Avg Pick Time
Avg Pack Time
Avg Time From Order
By Group
Group
Orders Picked
Orders Packed
Items
Avg Pick Time
Avg Pack Time
Avg Time From Order
By Date
Group
Orders Picked
Orders Packed
Items
Avg Pick Time
Avg Pack Time
By Picker
User
Orders Picked
Orders Packed
Items
Avg Pick Time
Avg Pack Time
Avg Time From Order
By Packer
User
Orders Picked
Orders Packed
Items
Avg Pick Time
Avg Pack Time
Avg Time From Order
All results can be sorted by clicking on the column headings:
Channel, Customer, Warehouse, User etc: Alphabetically - A–Z or Z–A.
Date: Chronologically - earliest to latest or latest to earliest.
Items, Orders Picked & Orders Packed: Highest to lowest or lowest to highest number.
Avg Times: Highest to lowest or lowest to highest time.
Tasks
By Location
Location
Tasks Completed
Task Time
Avg Task Time
By Department
Department
Tasks Completed
Task Time
Avg Task Time
By Group
Group
Tasks Completed
Task Time
Avg Task Time
By Date
Date
Tasks Completed
Task Time
Avg Task Time
By User
Location
Tasks Completed
Task Time
Avg Task Time
All results can be sorted by clicking on the column headings:
Locations, Departments & Users: Alphabetically - A–Z or Z–A.
Dates: Chronologically - earliest to latest or latest to earliest.
Tasks: Highest to lowest or lowest to highest number.
Task Time & Avg Task Time: Highest to lowest or lowest to highest time.
Customers
Gives you an overview of all your customers' purchases, both as a number and in dollar value, within your selected time frame, sorted by the highest Last Order Date.
By Customer
Orders (number of)
Gross Sales
Net Sales
Last Order Date
Date Created
All results can be sorted by clicking on the column headings:
Customer: Alphabetically - A–Z or Z–A.
Orders (number of): Highest to lowest or lowest to highest number.
Gross Sales & Net Sales: Highest to lowest or lowest to highest amount.
Dates: Chronologically - earliest to latest or latest to earliest.
Comparison
This tab will show for all of the first column selections except for Inventory and Customers.
This tab allows you to compare statistics from the reports for the current period with previous periods. Selecting Custom Periods will open a Compare Periods form allowing you to input any number of periods. No Comparison will only show the data for the current period or the date range selected (see below).
When a comparison number of periods is selected, an All Fields tab will show, allowing you to select which fields you would like to compare values for.
Report Date Term Selection
Date periods can be selected by clicking on the date in the top right-hand corner.
A Custom Range can be set by clicking on Custom Range and selecting the first and last date to be included in the report.
Click 
to set these dates.
Saving & Automating Reports
Saving a report allows you to keep a configured report (with selected filters, columns, and settings) for future use without having to rebuild it each time. Once saved, it becomes accessible from the Saved Reports tab.
Automating a report takes this a step further by scheduling it to run and be sent automatically. You can set the frequency (eg. weekly or monthly), choose the date and time, and select recipients. This ensures the report is generated and delivered consistently without manual action.
To save or automate a report:
Report Automation
The Automation section lets you schedule saved reports to be automatically generated and emailed. You can set how often they run, what time they’re sent, and who receives them, helping keep reporting consistent without manual effort.
Frequency* [required field]
Select how often a saved report is automatically generated and sent.
The fields displayed in this section will vary depending on your selection.
Manual
The report is only generated when you run it yourself. It will not be sent automatically.
One-off
The report is generated and sent once at the scheduled time, then does not repeat.
Date: Select the date you would like the report to be sent.
Recipients* [required field]: Select the Users who will receive the report via email. You can select one or multiple recipients.
Send Time: Select the time of day the report will be generated and sent.
Weekly
The report is automatically generated and sent on a weekly schedule at the selected time/day.
Days Of Week: Select which specific day(s) the report will run. For example, if a report is set to run weekly, you can select one or more days such as Monday, Wednesday, or Friday. The report will only be generated and sent on the selected days at the specified time.
Recipients: Select the Users who will receive the report via email. You can select one or multiple recipients.
Send Time: Select the time of day the report will be generated and sent.
Monthly
The report is automatically generated and sent once per month at the selected date and time.
Start Date: Select the first date the report will begin running. From that point onward, the report will continue to be generated on a monthly basis according to the schedule you’ve set.
Recipients: Select the Users who will receive the report via email. You can select one or multiple recipients.
Send Time: Select the time of day the report will be generated and sent.
Editing a Saved Report
To edit a saved report:
Select Reports from the main menu. Go to the Saved Reports tab and select the report you would like to edit.
Click on the 3 dots in the top right and select Edit Saved Report report.
The Edit Saved Report form will open.
Complete the form following the guidelines above for Running & Viewing a Report.
Click 
to apply your changes.
Removing a Saved Report
To remove a saved report:
Select Reports from the main menu. Go to the Saved Reports tab and select the report you would like to remove.
Click on the 3 dots in the top right and select Remove Saved Report report.
You will be asked to confirm.
Click 
.
Common Discrepancies (Gotchas) - Why Reports Don’t Always Match
Reports can show different totals because some data may be missing or unassigned.
Examples:
Sales > By Product – Does not include unassigned product lines (often from imports or the PO AI Inbox).
Sales > By Customer – Does not include orders not linked to a customer.
Sales > By Delivery Date – Does not include orders without a delivery date.
Reports filtered by Department, Customer, Category, Group, Delivery Date, or Sales Rep – If something isn’t assigned, it won’t appear in the report.
If data is missing, totals won’t match.
Margin Reports & Cost of Goods (COGS)
Margin reports only work if products have Cost of Goods (COGS).
COGS comes from batch information in Inventory.
COGS is recorded when the full process is used, including Expenses.
If COGS is zero, Net Sales in margin reports will also be zero.
To get accurate margin reports, both Inventory and Expenses must be used.
This affects:
Margins > By (any option)
Sales by Channel vs Margin by Channel (Net Sales may not match if COGS is missing)
Gross vs Net Sales
If tax (such as GST) is applied to all products:
Gross Sales – Net Sales = Tax
The difference should match the Tax column.
Warehouse vs Product Reports
Sales > By Warehouse includes the full sale (products, shipping, fees, credits).
Sales > By Product only includes product line items.
The Product report does not include shipping, fees, or credits - which is why totals can differ.
In Short
Most differences happen because of:
Missing or unassigned data
Missing delivery dates
Missing COGS
Comparing full-sale reports with line-item reports
Points to Note
1. How Totals are Calculated (The "Sum of Lines")
Supply'd uses a Bottom-Up calculation method for reports like Sales > By Product.
The Method: It calculates the total for each individual line item (including rounding) first, then adds those totals together for the grand total.
The Benefit: This ensures line-level accuracy, especially when different products have different tax rates or discounts.
The Discrepancy: You may notice a $0.01 difference compared to a "Top-Down" calculation (calculating tax on the final subtotal) due to when rounding occurs.
2. Sales Reporting: Gross vs. Net
Understanding the difference between these two figures is essential for accurate revenue tracking.
Gross Sales: Total "sticker price" including taxes (such as GST) and before discounts. Best for tracking raw sales volume.
Net Sales: Final revenue excluding taxes and after discounts/returns. This is the actual revenue reported on your profit and loss.
3. Profitability: Gross vs. Net Profit
Gross Profit: Revenue minus COGS (Cost of Goods Sold). It tells you if a specific product is priced correctly (e.g., Bread Price - Ingredient Cost).
Net Profit: The final amount left after subtracting everything—including labor, rent, power, and your Supply’d subscription.
4. Understanding COGS (Cost of Goods Sold)
Supply'd provides a real-time "Operational" view of your costs rather than just a month-end accounting summary.
Landed Costs: Includes the product price plus freight, shipping, and supplier fees.
Yield & Wastage: Automatically factors in the cost of wasted ingredients (e.g., flour bought vs. flour used) into your COGS.
Batch-Level Costing: Uses FIFO (First-In, First-Out) to track price fluctuations. If the price of a supplier's milk rises, Supply'd knows exactly which batch you are currently using to keep profit reporting 100% accurate.
Searching a Report
You can search a report for any specific search term. For example, you want to see the statistics for a certain product, you would search for the name of the product and the report will show statistics for that product.
To search in a report, click on the magnifying glass and enter your search term. In this case searching "Caramel" will bring up all products with caramel in the name, within that report.
Clicking the X in the search box will reset the report to show all products again.
Downloading a Report
To download a report, click on the 3 dots in the top right and select Export Data.
The report will download in a CSV format (can be opened in Excel, Numbers etc.).
Filtering a Report
Reports can be filtered to show data from only those areas you wish to see.
To filter a report click on the 3 lines in the top right.
The Filter Report form will appear. Select the details you would like to filter the report with.
The options will vary depending on the report selections.
Click the 
button to apply your selections and filter your report.
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