Standard Reports

Standard Reports provide pre-built report templates for common business analytics needs. Generate reports for orders, inventory, shipping costs, transactions, and more. All reports are generated as CSV files that you can download and analyze in Excel or other tools.

Why Use Standard Reports?

Pre-Built Templates

Choose from over 30 standard report types covering all major business areas. No need to build custom queries or understand database structure.

CSV Export Format

All reports export as CSV files, making them easy to open in Excel, Google Sheets, or any data analysis tool for further processing.

Flexible Date Ranges

Generate reports for any time period. Select custom date ranges or use preset options like “Last 30 Days” or “This Month”.

Account Filtering

Filter reports by specific accounts or generate reports for all accounts at once. Perfect for multi-account management.

Accessing Standard Reports

Navigate to Reports

Click Reports in the main navigation menu, then click Standard Reports or navigate to SpecialReportstCsvlist.php.
View Generated Reports List

The page displays a table showing all your generated reports with:
- Report ID
- Report Name
- Description
- Period (days)
- Date generated
- Status (Pending, Processing, Completed, Empty, Error)
- Email (if sent)
- Download link
Access Report Generation

Click Standard Reports in the page header to access the modern report generation interface (standard_reports_csv.php), or use the legacy form by accessing SpecialReportstCsvlist.php?standard_reports=ok.

Generating a Standard Report (Modern Interface)

Open Report Generation Page

Click Standard Reports from the Reports menu or navigate to standard_reports_csv.php.
Select Report Type

Browse available reports organized in cards. Each card shows:
- Report name and description
- Icon representing the report type
- View button to configure
- Schedule button for automated runs
Configure Report Parameters

Click View on any report card to open the configuration modal:
- Account: Select account (required for multi-account users)
- Date Range: Choose preset or custom dates
- Filters: Apply report-specific filters if available
Generate Report

Click Generate to create the report. The system processes it in the background and adds it to your reports list.

Generating a Standard Report (Legacy Interface)

Access Legacy Form

Navigate to SpecialReportstCsvlist.php?standard_reports=ok to open the legacy report generation form.
Select Standard Report Type

Choose from the dropdown menu:
- Shipped Orders: Orders that have been shipped
- Product Sales Processing: Products sold and processed
- Daily Inventory Storage: Daily inventory levels
- Shipped Products (Lot/expir/UOM): Shipped products with lot numbers, expiration dates, and units of measure
- Ledger Transactions Log: Financial transaction log
- SAP: SAP integration reports
- Holistic Shipping Spend: Total shipping costs (Admin only)
- Statements: Account statements
- All Bins: Complete bin inventory (WMS only)
- Base Rate: Base shipping rates (WMS only)
- Shipping Cost: Shipping cost analysis (WMS only)
- Replenishment Report: Replenishment requests
- Inventory Adjustment: Inventory adjustments
Select Account

If you have access to multiple accounts:
- Choose a specific account from the dropdown
- Select ALL to generate for all accounts
- Single-account users: Account is automatically selected
Set Date Range

Use the date pickers to select:
- From Date: Start date for the report
- To Date: End date for the report
- Both dates are required
Submit Request

Click Request Report to generate. The system adds the report to the queue and redirects you to the reports list.

Viewing Generated Reports

Access Reports List

Navigate to standard_report_list.php or SpecialReportstCsvlist.php to view all generated reports.
Check Report Status

Reports show one of these statuses:
- Pending: Waiting to be processed
- Processing: Currently being generated (shows spinner icon)
- Completed: Ready for download
- Empty: No data found for the selected criteria
- Error: Generation failed (can be deleted)
Filter and Search

Use the table filters to find specific reports:
- Filter by Report ID
- Filter by Report Name
- Filter by Description
- Filter by Period
- Filter by Date range
- Filter by Status
Download Reports

For completed reports:
- Click Download link to get the CSV file
- The file downloads automatically
- Open in Excel or your preferred spreadsheet application

Standard Report Types Available

Order Reports

Shipped Orders

Shows all orders that have been shipped
Includes: Company name, order date, ship number, order number, reference number, carrier, shipping method, tracking number, shipped date, customer information, COD amount

Product Sales Processing

Products sold and processed during the period
Includes: Company name, channel, ship number, order number, reference number, SKU, UPC, description, quantity, sold price, processed date

Shipped Products (Lot/expir/UOM)

Shipped products with detailed tracking information
Includes: Company name, cart name, ship number, order number, reference number, SKU, UPC, description, quantity, shipped date, bin, lot number, expiration date, unit of measure

Inventory Reports

Daily Inventory Storage

Daily snapshot of inventory levels
Includes: SKU, UPC, description, product quantity, lot number, expiration date, unit of measure, bin tag, location, date
Can be grouped by Bin or Location

SKU Inventory History

Historical inventory changes for specific SKUs
Includes account selection and date range filtering

Daily Inventory Changes

Changes in inventory levels over time
Limited to 90 days maximum date range

Idle SKUs

SKUs that haven’t moved in the last 15 days
End date is automatically set to today

All Bins

Complete list of all bins in the warehouse
No date range required (WMS users only)

Inventory Adjustment

All inventory adjustments made during the period
Includes adjustment details and timestamps

Shipping & Cost Reports

Shipping Cost

Analysis of shipping costs
Includes cost breakdown by order and shipping method (WMS users only)

Holistic Shipping Spend

Total shipping spend across all accounts
Available to Admin users only

Shipping Spend Report by Carrier

Shipping costs broken down by carrier
Useful for carrier comparison and cost analysis

Base Rate

Base shipping rates configured in the system
Shows rate structure and pricing (WMS users only)

Shipped Boxes

Information about boxes shipped
Includes box dimensions, weight, and shipping details

Financial Reports

Ledger Transactions Log

Complete log of all financial transactions
Includes: Company name, transaction type, ID, description, cost, timestamp

All Transactions

Comprehensive transaction report
Includes all transaction types and details

Statement

Account statements for billing periods
Includes charges, credits, and account balance

Other Reports

Replenishment Report

Replenishment requests and their status
Can filter by replenishment status (Processing, Ready for Review, Processed, Arrived, Partially Processed, Archived)

Picking Log

Log of picking activities
Shows picking times, quantities, and locations

Manufacture Orders

Manufacturing orders and their status
Includes production details and completion dates

Product Serials

Serial numbers for products
Useful for tracking individual items

Routing Orders

Orders that have been routed
Shows routing information and status

Managing Report Status

Report Processing Times

Reports are processed in the background. Processing time depends on:

Report type complexity
Date range selected
Amount of data to process
System load

Typical processing times:

Simple reports (single account, short date range): 1-5 minutes
Complex reports (all accounts, long date range): 15 minutes to 3 hours
Very large reports: Up to 3 hours

Report Status Actions

Pending Status

Report is queued for processing
No action needed, wait for processing to complete
Check back in a few minutes

Processing Status

Report is currently being generated
Shows a spinner icon
Wait for completion (can take up to 3 hours for large reports)

Completed Status

Report is ready for download
Click Download to get the CSV file
File is available until deleted

Empty Status

No data found for the selected criteria
Review your date range and filters
Try adjusting the date range or account selection

Error Status

Report generation failed
Click DELETE to remove the failed report
Try generating again with different parameters

💡 Best Practices

Use Appropriate Date Ranges

Select date ranges that match your reporting needs. Shorter ranges process faster. For monthly reports, use “Last Month” preset instead of custom dates.

Check Report Status Regularly

Large reports can take time to process. Check the status column periodically. Reports remain available for download once completed.

Use Filters Wisely

Apply filters to narrow down large datasets. This makes reports more focused and can improve processing speed. Filter by account, status, or other criteria when available.

Download Reports Promptly

Download completed reports as soon as possible. While reports are stored, it’s best practice to download and archive important reports locally.

Use Modern Interface

Prefer the modern interface at standard_reports_csv.php for easier report generation. It offers visual cards, better filtering, and scheduling options.

Schedule Regular Reports

For reports you need regularly, use the scheduling feature in the modern interface. Set up automated reports to run daily, weekly, or monthly.

Troubleshooting

Report Stuck on “Pending” or “Processing”

Reports process in the background and can take time
Wait at least 15 minutes before checking again
Very large reports (all accounts, long date ranges) can take up to 3 hours
If stuck for more than 3 hours, contact support

Report Shows “Empty” Status

No data matches your selected criteria
Try expanding the date range
Check if the account selection is correct
Verify that data exists for the selected period

Report Shows “Error” Status

Generation failed due to system error or data issue
Click DELETE to remove the failed report
Try generating again with the same or different parameters
If errors persist, contact support

Can’t See Expected Report Types

Some reports are only available based on your user level
WMS-only reports (All Bins, Base Rate, Shipping Cost) require WMS user level
Admin-only reports (Holistic Shipping Spend) require Admin level
Some reports require specific modules to be activated

Download Link Not Working

Ensure the report status is “Completed”
Try refreshing the page
Check your browser’s download settings
If the file is very large, download may take time

Report Takes Too Long to Process

Large date ranges increase processing time
Reports for “all accounts” take longer than single-account reports
Consider breaking large reports into smaller date ranges
Use the modern interface scheduling feature for regular reports

Can’t Generate Report

Verify all required fields are filled (Account, Date Range)
Check that you have permission to generate reports
Ensure your account is active
Try using the modern interface at standard_reports_csv.php

Next Steps:

Reports Overview - Overview of the reports system
Business Intelligence - Advanced analytics and insights
Orders Overview - Manage and track orders
Inventory Overview - Monitor inventory levels