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The following articles provides you with an overview of the type of reports available within Unleashed. Use the filters available per report to refined the values populated and export or customize your views to fit your needs!

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Unleashed reports

All of Unleashed's ready to use reports can be found in the Reports option in Unleashed's main menu, categorised by either a Purchase, Inventory, Production or Sales.

Report category Report name Description
Purchase Purchase Enquiry

The Purchase Enquiry is a report that shows the products that have been included on Purchase Orders (PO) in Unleashed, at any given status. The report details the Supplier each PO has been created for along with the products, quantities and prices ordered.

See Purchase Enquiry.

Costing Analysis Report

The Costing Analysis Report shows you how each transaction has impacted your product's Average Landed Cost (ALC). You can use this page to view and analyze how a product's landed price has changed over time.

See Costing Analysis Report.

Reorder Report

The Reorder Report is one of the most powerful reports in Unleashed; it shows every product and its current quantity on hand, and whether there are any pending purchases, sales, assemblies or transfers due.

This report also enables you to replenish your stock directly from the report with the product's preferred procurement process; production (assemblies), purchasing from it's preferred Supplier or transfers. Making this report ideal for managing and maintaining your stock's upcoming movements and current inventory levels.

See Reorder Report.

Inventory Product Enquiry

The Product Enquiry allows you to review a product's current stock on hand quantity and pending stock movements per warehouse and subsequently generate a PDF document for the same details. The Product Enquiry's the perfect tool to provide an accurate overview of a product's current status, allocations and location.

See Product Enquiry.

Stock on Hand Enquiry

The Stock On Hand Enquiry enables you to review your inventory's Stock on Hand (SOH) quantity and availability, as it was at the end of any given date. This allows you to review your inventory's current standing, as well as compare it to previous dates.

See Stock On Hand Enquiry.

Batch Numbers Enquiry

The Batch Number Enquiry is ideal for users who want to track batch numbers throughout the product lifecycle as it displays the current availability and transactional history of each batch number in Unleashed. 

The Batch Number Enquiry is only available when the Batch Number Tracking setting is enabled in your Unleashed account. 

See Batch Numbers Enquiry.

Serial Numbers Enquiry

The Serial Number Enquiry is ideal for users who want to track individual units of stock throughout the product lifecycle as it displays the current availability and transactional history of each serial number in Unleashed. 

The Serial Number Enquiry is only available when the Serialized Products configuration setting is enabled in your Unleashed account. 

See Serial Numbers Enquiry.

Transaction Enquiry

The Transaction Enquiry displays a per transaction breakdown of the stock movements that have been processed in Unleashed, per product. The report details the quantity of units and respective stock value that was adjusted in your stock on hand for each completed, dispatched or receipted transaction, (open transactions are excluded).

See Transaction Enquiry.

Product Allocations

The Product Allocations report details which of your products are currently allocated for outgoing transactions, helping you to effectively manage and prioritise stock for Sales Orders, Assemblies and Warehouse Transfers.

See Product Allocations.

Quick Stock Count

The Quick Stock Count enables you to get a list of all your products that have stock on hand for an impromptu Stock Count.

See Quick Count.

Stock Movement Enquiry

The Stock Movement Enquiry provides an overview of how your inventory has changed over a set period of time. Using the costs attributed to your goods upon receipt, production and their current value upon holding and dispatch the Stock Movement Enquiry calculates the Opening, Closing and current Stock On Hand (SOH) values for the period.

Stock Movement Enquiry.

Production Production Enquiry

The Production Enquiry provides an overview of the Assemblies that have been planned and completed.

See Production Enquiry.

Sales Margin Enquiry

The Margin Enquiry allows you to review the sales revenue and profit margins for each product sold per completed Sales Order, given it's value at the point of sale. This allows you to review your business's sales performance over a specified period and make adjustments accordingly and can be further used to calculate sales commissions for individual sales persons too.

See Margin Enquiry.

Unit Sales Enquiry

The Unit Sales Enquiry allows you to view how many units of each product your business is selling from month to month, over a 12 month period. The report reflects per product the total number of units that have been dispatched each month, regardless of the whether the Sales Order has been completed or not.

See Unit Sales Enquiry.

Quote Enquiry

The Quote Enquiry displays a per quote breakdown of the products that have been added so Sales Quotes.

See Quote Enquiry.

Sales Enquiry

The Sales Enquiry populates a breakdown of each Sales Order with the individual products that have been ordered.

See Sales Enquiry

Backorder Enquiry

The Backorder Enquiry page enables you to manage the shipping progress for your open Sales Orders. This report can be used to manage the creation and dispatch of shipments for Sales Orders. Similarly, Purchase Orders can be created directly from the Backorder Enquiry to fulfil the any outstanding quantities, streamlining the inventory fulfilment process.

See Backorder Enquiry.

Shipment Enquiry

The Shipment Enquiry is a reporting tool used to monitor and process open shipments. 

See Shipment Enquiry.

Invoice Enquiry

The Invoice Enquiry reports on all Invoices that have been created for Sales Order. It doesn't show a per product line breakdown of each Sales Invoice, but will show you the sum revenue per Sales Invoice. 

See Invoice Enquiry.

Credit Enquiry

The Credit Enquiry shows a product breakdown for the Credit Notes that have been created and processed, including Free Entry Credit Notes. 

See Credit Enquiry.

 

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