Where the stock is, what it earns, and where the money went

What each report answers

Every report is derived from your records at the moment the page loads. Nothing is stored, cached or recalculated overnight, so a figure here can never be out of step with the bookings and invoices behind it.

• Stock by category
• Most-booked items
• Bookings by month
• Top customers by invoiced value
• Revenue over time
• Item utilisation
• Damage and loss

You will only see the ones your role can read. Reports summarise inventory, booking and finance records, and a report of records you are not permitted to open is a way of opening them — so each one needs the permission for its own source as well as permission to reach this page.

What utilisation actually measures

Utilisation is unit-days out divided by unit-days owned. Two hundred chairs across a ninety-day window could have been out eighteen thousand unit-days; if they were out for six thousand, that is 33%.

Cleaning and turnaround days are not counted as out. They make an item unavailable, which is what the availability check cares about, but they do not earn anything — and counting them would flatter every item with a long turnaround into looking like your best performer.

Two honest caveats. The denominator is the stock you own today, because nothing records what the total was last March. And the figure is never capped at 100%: an item can pass it if a booking was pushed through an overbooking warning, or if you have reduced the total since. Those are the rows worth a second look, so they are shown rather than rounded down.

Damage and loss

Damaged and missing units come from the return count, so only bookings that have come back appear. Stock still out has not been counted yet, and showing it as a clean record would be a guess.

Each item is plotted with how much went out along the bottom and how badly it fared up the side. That is deliberate: one unit lost out of one is a 100% loss rate and almost certainly noise, while forty lost out of two thousand is 2% and a real bill. Ranking on either figure alone hides one of them.

Setting the period

Each report carries its own window, shown in its heading and changed by the short links beside it. They start at sensible defaults — a few months for what is busy, a year for money.

To line every report up on the same period, set All reports from at the top of the page. While that is set it overrides every individual window, and the per-report links are hidden rather than left on screen doing nothing. Clearing it gives every report its own window back exactly as you left it.

Leave the end date empty and the period runs to today. The window is part of the page address, so a report you have set up can be bookmarked or sent to somebody and it will open the same way.

One report has no period: what you hold in stock is the position right now, and a date range there would imply history the records do not keep.

Reading a chart

Every chart prints its figures as a list underneath it. That is not a fallback — a touch screen has no hover at all, so a number that only exists in a tooltip does not exist on a phone.

The charts are drawn so the marks can be counted rather than estimated: a bar is a ladder of rungs, a row is a run of ticks, and the line under each chart says what one mark is worth. Where a list is long the chart shows the top few and the export has every row.

Spreadsheets and printing

Every report has a CSV link that downloads exactly what is on screen, over the same period, with every row rather than just the charted few. It opens in any spreadsheet.

To print or save as PDF, use your browser’s own print command. The page prints as a single column on paper, in ink rather than whatever theme you were using, and with the controls stripped out. Every report keeps the period in its own heading, so a sheet on a desk still says what it covers; if you have set a window for the whole page, that is printed at the top as well.

If you cannot see this section

Reports come with the top plan, along with the dispatch board, the audit log and the role editor. Your sidebar only shows sections your plan includes and your role can open.