Reporting & Analytics

Smart Shelf provides comprehensive reporting and analytics capabilities to help you make data-driven decisions and optimize your inventory management operations.

Standard Reports

Inventory Reports

Stock Analysis Reports

Get detailed insights into your inventory status and performance:

  • Stock Valuation Report: Current inventory value by location, category, or supplier
  • Stock Movement Report: Detailed transaction history and inventory flow
  • Reorder Report: Items needing restocking based on minimum levels
  • ABC Analysis Report: Product classification by value and movement

Inventory Performance

  • Turnover Analysis: Inventory turnover rates and trends
  • Aging Reports: Identify slow-moving and obsolete inventory
  • Stockout Analysis: Track stockout frequency and impact
  • Carrying Cost Reports: Calculate inventory carrying costs

Sales Reports

Sales Performance Analysis

Understand your sales patterns and trends:

  • Sales Performance Dashboard: Revenue trends and key metrics
  • Product Performance Report: Best and worst performing products
  • Customer Analysis: Customer behavior and purchasing patterns
  • Profitability Analysis: Profit margins by product, category, or customer

Sales Insights

  • Seasonal Trends: Identify seasonal demand patterns
  • Geographic Analysis: Sales performance by location
  • Channel Performance: Multi-channel sales comparison
  • Sales Forecasting: Predictive sales analytics

Operational Reports

Efficiency Metrics

Monitor operational performance across your organization:

  • Supplier Performance: Vendor scorecards and performance metrics
  • Warehouse Efficiency: Operational KPIs and productivity metrics
  • User Activity Reports: Individual and team productivity analysis
  • System Health Reports: Technical performance and usage statistics

Process Analytics

  • Order Fulfillment: Order processing time and accuracy
  • Receiving Efficiency: Inbound processing performance
  • Cycle Count Results: Inventory accuracy tracking
  • Quality Metrics: Error rates and quality indicators

Custom Reporting

Report Builder

Visual Report Creation

Create custom reports with an intuitive drag-and-drop interface:

  • Data Source Selection: Choose from available data sources
  • Field Selection: Include relevant data fields and metrics
  • Filtering Options: Apply advanced filters and conditions
  • Grouping & Aggregation: Organize and summarize data

Report Customization

  • Custom Calculations: Create calculated fields and formulas
  • Conditional Formatting: Highlight important data points
  • Chart Integration: Add visual elements to reports
  • Template Library: Save and reuse report templates

Advanced Analytics

Data Analysis Tools

Leverage powerful analytics capabilities:

  • Trend Analysis: Identify patterns and trends over time
  • Comparative Analysis: Compare performance across periods
  • Statistical Analysis: Advanced statistical functions
  • Predictive Analytics: Forecast future trends and demands

Business Intelligence

  • KPI Dashboards: Real-time key performance indicators
  • Executive Summaries: High-level business insights
  • Drill-Down Capabilities: Navigate from summary to detail
  • What-If Analysis: Scenario planning and modeling

Report Distribution

Export Options

Multiple Formats

Export reports in various formats to meet different needs:

  • PDF Export: Professional formatted documents
  • Excel Export: Spreadsheet format for further analysis
  • CSV Export: Raw data for system integration
  • JSON/XML: Structured data for API consumption

Export Features

  • Bulk Export: Export multiple reports simultaneously
  • Scheduled Exports: Automated report generation
  • Custom Formatting: Branded report templates
  • Compression: Efficient file size management

Automated Distribution

Scheduled Reports

Set up automated report delivery:

  • Email Distribution: Send reports to stakeholders automatically
  • Recurring Schedules: Daily, weekly, monthly, or custom schedules
  • Conditional Delivery: Send reports based on specific conditions
  • Distribution Lists: Manage recipient groups efficiently

Integration Options

  • API Access: Programmatic report access for external systems
  • Webhook Delivery: Real-time report notifications
  • Cloud Storage: Automatic upload to cloud storage services
  • FTP/SFTP: Secure file transfer options

Analytics Dashboard

Real-Time Dashboards

Live Data Visualization

Monitor your business with real-time dashboards:

  • Key Metrics: Important KPIs at a glance
  • Interactive Charts: Drill down into specific data points
  • Customizable Widgets: Personalize dashboard layout
  • Mobile Optimization: Access dashboards on any device

Dashboard Features

  • Auto-Refresh: Continuously updated data
  • Alert Integration: Visual alerts for critical issues
  • Responsive Design: Optimal viewing on all screen sizes
  • Sharing Options: Share dashboards with team members

Performance Monitoring

Business Intelligence

Track business performance with comprehensive analytics:

  • Revenue Tracking: Monitor revenue trends and growth
  • Cost Analysis: Track and optimize operational costs
  • Efficiency Metrics: Measure operational efficiency
  • Growth Indicators: Identify business growth opportunities

Comparative Analysis

  • Period Comparisons: Compare current vs. previous periods
  • Budget vs. Actual: Track performance against budgets
  • Benchmark Analysis: Compare against industry standards
  • Goal Tracking: Monitor progress toward business objectives

Data Insights

Automated Insights

AI-Powered Analytics

Leverage artificial intelligence for deeper insights:

  • Anomaly Detection: Automatically identify unusual patterns
  • Trend Identification: Discover emerging trends in your data
  • Recommendation Engine: Get actionable recommendations
  • Predictive Modeling: Forecast future performance

Smart Alerts

  • Intelligent Notifications: Context-aware alerts
  • Performance Warnings: Proactive issue identification
  • Opportunity Alerts: Identify business opportunities
  • Custom Triggers: Set up personalized alert conditions

Data Quality

Data Validation

Ensure report accuracy with comprehensive data validation:

  • Data Integrity Checks: Verify data consistency
  • Quality Metrics: Track data quality over time
  • Error Detection: Identify and flag data issues
  • Correction Workflows: Streamlined data correction processes

Data Governance

  • Access Controls: Secure access to sensitive data
  • Audit Trails: Track data access and modifications
  • Data Lineage: Understand data sources and transformations
  • Compliance Reporting: Meet regulatory reporting requirements

For report setup and customization instructions, see the User Guide. For API access to reporting data, refer to the Developer Guide.