Platform
Reports & exports
Every report respects the user's role and location scope. Exports are logged in the audit trail with the applied filters.
Report catalogue (12)
Sample configuration for the pilot
| Report | Module | Formats | Primary owner | Action |
|---|---|---|---|---|
| Stock balance by location & batch | Inventory | XLSX, CSV, PDF | Inventory Controller | |
| Movement ledger (all transaction types) | Inventory | XLSX, CSV | Warehouse Supervisor | |
| Receiving & put-away performance | Inventory | XLSX, PDF | Warehouse Supervisor | |
| In-transit & partial receipt exceptions | Inventory | XLSX | Depot Manager | |
| Expiry & near-expiry batches | Inventory | XLSX, PDF | QA / Inventory | |
| Cycle count & discrepancy summary | Inventory | XLSX, PDF | Inventory Controller | |
| Outlet visit compliance | Market Intelligence | XLSX, PDF | Sales Supervisor | |
| Product availability & missing SKUs | Market Intelligence | XLSX, CSV | Trade Marketing | |
| Shelf share vs competitor | Market Intelligence | XLSX, PDF | Trade Marketing | |
| Promotion compliance by campaign | Market Intelligence | Marketing | ||
| Salesperson performance scorecard | Market Intelligence | XLSX, PDF | Sales Supervisor | |
| AI vs ERP sales correlation | Analytics | XLSX | Management |