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Reports

Table of Contents

Overview

The Reporting system provides comprehensive business intelligence and operational analytics for the Zora Tech Logistics Platform. Generate, schedule, and export reports covering inventory, orders, receiving, shipping, and financial operations.

Key Capabilities:

  • Pre-built report templates for common analytics needs
  • Custom report builder for specialized analysis
  • Scheduled automated report generation
  • Multiple export formats (PDF, Excel, CSV)
  • Historical report execution tracking
  • Warehouse-scoped reporting with multi-warehouse views
  • Real-time data with automated refresh
  • Email delivery of scheduled reports

Getting Started

Prerequisites

Before using reports:

  1. Permissions: Reporting permissions from assigned role
  2. Warehouse Access: Access to warehouses you want to report on
  3. Data Understanding: Familiarity with logistics metrics and KPIs
  4. Date Ranges: Understanding of relevant time periods for analysis

When to Use Reports

Reports are essential for:

  • Daily Operations: Morning/evening operational summaries
  • Inventory Management: Stock level analysis and reorder planning
  • Performance Tracking: Order fulfillment rates and cycle times
  • Financial Analysis: Billing, costs, and revenue reporting
  • Compliance: Audit trails and regulatory documentation
  • Strategic Planning: Trend analysis and capacity planning
  • Client Reporting: Customer-specific activity and metrics

Reports Interface

Access reports through the Administration section:

Reports Interface

Interface Components:

  • Report Templates Tab: Browse pre-built report templates
  • Report Executions Tab: View report run history
  • Search Bar: Find reports by name or category
  • Filters: Filter by category, warehouse, date range
  • Run Report Button: Execute selected report
  • Schedule Button: Set up automated report generation
  • Export Options: Download in various formats

Report Templates View:

  • Template Cards: Each showing report name, description, category
  • Parameters: Required/optional report parameters shown
  • Run Button: Execute report immediately
  • Schedule Icon: Access scheduling options
  • Favorite Star: Mark frequently used reports

Report Executions View:

  • Execution History: List of all generated reports
  • Status: Completed, Running, Failed
  • Parameters Used: Date ranges and filters applied
  • Download Link: Access completed report files
  • Re-run Button: Execute report again with same parameters

Report Categories

Reports organized by functional area:

Inventory Reports

Focus on stock levels, movements, and accuracy

Order Reports

Customer orders, fulfillment, and performance

Receiving Reports

Inbound shipments, receiving accuracy, putaway

Shipping Reports

Outbound shipments, carrier performance, tracking

Financial Reports

Billing, costs, revenue, and financial metrics

Operational Reports

Productivity, efficiency, and operational KPIs

Warehouse Reports

Location utilization, capacity, and warehouse metrics

Custom Reports

User-defined reports and saved queries

Report Templates

Inventory Reports

Inventory Levels Report - Current quantity on hand for all products - Available vs allocated quantities - Location breakdown - Low stock alerts (below reorder point) - Parameters: Warehouse, product category, date

Inventory Movement Report - All inventory transactions (receipts, picks, adjustments) - Transaction type and quantity changes - User and timestamp for each movement - Beginning/ending balances - Parameters: Date range, warehouse, transaction type

Cycle Count Accuracy Report - Cycle count results and variance analysis - Accuracy percentage by location/product - High-variance items flagged - Adjuster identification - Parameters: Date range, warehouse, variance threshold

Inventory Aging Report - Days in inventory for all stock - Aging categories (0-30, 31-60, 61-90, 90+ days) - Potential obsolescence identification - Turnover calculations - Parameters: Warehouse, aging threshold, product category

Stock Valuation Report - Inventory value at cost - Breakdown by product, category, location - Total warehouse valuation - Period-over-period changes - Parameters: As-of date, warehouse, valuation method

Order Reports

Order Fulfillment Report - Orders processed in period - Fulfillment time metrics (order to ship) - On-time delivery performance - Order status breakdown - Parameters: Date range, warehouse, customer, status

Pick Performance Report - Picking productivity by user - Lines picked per hour - Pick accuracy rates - Error analysis - Parameters: Date range, warehouse, user, shift

Order Accuracy Report - Shipping errors and corrections - Accuracy by product/picker - Root cause analysis - Return rate correlation - Parameters: Date range, warehouse, error type

Backorder Report - Items on backorder status - Backorder age and priority - Expected availability date - Customer impact analysis - Parameters: Warehouse, product, customer, age threshold

Order Status Summary - Current orders by status (new, allocated, picked, shipped) - Status change timeline - Bottleneck identification - Projected completion times - Parameters: Warehouse, date range, status

Receiving Reports

Receiving Performance Report - Receipts processed in period - Time from arrival to putaway - Receiving accuracy vs ASN/PO - Dock-to-stock time metrics - Parameters: Date range, warehouse, supplier

Supplier Performance Report - On-time delivery rates by supplier - Quantity accuracy (ordered vs received) - Quality issues and rejections - Lead time analysis - Parameters: Date range, warehouse, supplier

Putaway Efficiency Report - Putaway time metrics - Location assignment accuracy - Labor productivity - Aging in staging areas - Parameters: Date range, warehouse, user

Receiving Discrepancy Report - Variances between PO and received quantity - Overages and shortages - Damaged goods reports - Resolution status and time - Parameters: Date range, warehouse, variance type

Shipping Reports

Shipment Summary Report - Shipments processed in period - Carrier breakdown - Service level distribution - Shipping costs - Parameters: Date range, warehouse, carrier

Carrier Performance Report - On-time delivery by carrier - Shipping time vs promised delivery - Cost per shipment by carrier - Damage/loss rates - Parameters: Date range, warehouse, carrier

Freight Cost Analysis - Total shipping costs in period - Cost per order/unit - Carrier cost comparison - Discount utilization - Parameters: Date range, warehouse, carrier, service level

Tracking Status Report - Current shipment tracking status - Delayed shipments identification - Exception management - Delivery confirmation status - Parameters: Shipment date range, warehouse, carrier

Financial Reports

Billing Summary Report - Total billing for period - Breakdown by customer/service type - Revenue trends - Payment status - Parameters: Date range, warehouse, customer

Storage Billing Report - Storage fees by customer - Pallet/bin utilization and charges - Long-term storage identification - Billing rate analysis - Parameters: Billing period, warehouse, customer

Labor Cost Report - Labor hours by operation type - Cost allocation across activities - Productivity vs labor cost - Overtime analysis - Parameters: Date range, warehouse, cost center

Cost Per Unit Report - Fulfillment cost per order/line - Storage cost per pallet/unit - Total cost to serve by customer - Margin analysis - Parameters: Date range, warehouse, customer

Operational Reports

Warehouse Capacity Report - Current space utilization - Available capacity by zone - Projected capacity needs - Historical trends - Parameters: As-of date, warehouse, zone

Productivity Dashboard - KPIs across all operations - Orders shipped vs target - Picking lines per hour - Receiving throughput - Accuracy metrics - Parameters: Date range, warehouse, shift

SLA Compliance Report - Service level agreement performance - On-time fulfillment rates - Accuracy commitments - SLA breach analysis - Parameters: Date range, warehouse, customer, SLA type

Exception Report - All operational exceptions - Error types and frequencies - Resolution time metrics - Trend analysis - Parameters: Date range, warehouse, exception type, severity

Creating Reports

Running Standard Reports

Execute pre-built report templates:

Step-by-Step:

  1. Select Report Template
  2. Navigate to Reports interface
  3. Browse or search for desired report

  4. Click report template card

  5. Configure Parameters

  6. Date Range: Select start and end dates
  7. Warehouse: Choose specific warehouse or "All Warehouses"
  8. Filters: Apply optional filters (customer, product, user, etc.)

  9. Grouping: Select how to group results (daily, weekly, by category)

  10. Preview Settings

  11. Review parameter summary
  12. Check estimated report size

  13. Verify warehouse scope

  14. Execute Report

  15. Click Run Report button
  16. Report processing begins
  17. Progress indicator shows status

  18. Notification when complete

  19. View Results

  20. Report opens in viewer
  21. Interactive tables with sorting/filtering
  22. Charts and visualizations
  23. Summary statistics

Report Parameters

Common parameters across reports:

Date Parameters: - Date Range: Start and end dates for data inclusion - As-Of Date: Point-in-time snapshot for inventory/capacity reports - Comparison Periods: Prior period for trend analysis - Relative Dates: Last 7 days, last month, quarter, year

Scope Parameters: - Warehouse: Single warehouse or multi-warehouse view - Customer: Specific customer or all customers - Product/Category: Product filter or category grouping - User: Individual user or team performance

Filter Parameters: - Status: Order status, inventory status, etc. - Transaction Type: Receipt, pick, adjustment, etc. - Threshold Values: Variance thresholds, aging days, stock levels - Exception Types: Error categories, severity levels

Output Parameters: - Grouping: How to aggregate data (daily, weekly, by customer) - Sort Order: Primary and secondary sort fields - Detail Level: Summary vs detailed line-item data - Include Charts: Visual representations in output

Scheduling Reports

Automate report generation and delivery:

Creating Schedules

Setup Process:

  1. Select Report Template
  2. Choose report to schedule

  3. Click Schedule button

  4. Configure Schedule

  5. Frequency: Daily, weekly, monthly, quarterly
  6. Day/Time: Specific day of week/month and time

  7. Time Zone: Report generation time zone

  8. Set Parameters

  9. Default parameters for each run
  10. Relative date ranges (e.g., "last 7 days" updates daily)

  11. Static filters that remain constant

  12. Delivery Options

  13. Email: Send to specified email addresses
  14. Save to System: Store in report history

  15. External Integration: POST to webhook/API

  16. Recipients

  17. Add email addresses
  18. Include internal users or external contacts
  19. CC/BCC options

  20. Email subject and message customization

  21. Activate Schedule

  22. Review schedule summary
  23. Enable/disable schedule
  24. Save configuration

Managing Schedules

View Active Schedules: - List all scheduled reports - Next execution time displayed - Edit or delete schedules - Pause/resume schedules - Execution history for each schedule

Schedule Execution: - Runs automatically at specified time - Uses parameters defined in schedule - Generates report - Delivers via configured method - Logs execution result

Failure Handling: - Email notification if execution fails - Retry logic for transient failures - Error details in execution log - Manual re-run option

Exporting Reports

Download reports in multiple formats:

Export Formats

PDF - Formatted, print-ready documents - Includes charts and visualizations - Page breaks and headers/footers - Best for: Presentations, client reporting, archival

Excel (XLSX) - Multi-sheet workbooks - Formatted tables with formulas - Pivot-table ready data - Best for: Further analysis, data manipulation, charting

CSV - Raw data export - No formatting, pure comma-separated values - Import-friendly - Best for: Data integration, database import, scripting

JSON - Structured data export - API integration format - Programmatic consumption - Best for: System integrations, automated processing

Export Process

  1. Generate or open existing report
  2. Click Export button
  3. Select desired format
  4. Configure export options (page size, delimiters, etc.)
  5. Click Download
  6. File downloads to browser default location

Export Options

PDF Options: - Page Size: Letter, Legal, A4 - Orientation: Portrait or Landscape - Include: Cover page, charts, page numbers - Compression: Standard or high quality

Excel Options: - Single Sheet or Multi-Sheet - Include Formulas: Yes or No - Freeze Header Row - Auto-Column Widths

CSV Options: - Delimiter: Comma, Tab, Pipe - Quote Character: Double quote, single quote - Line Ending: Windows (CRLF) or Unix (LF) - Include Headers: Yes or No

Report History

Execution History

Track all generated reports:

History View: - Chronological list of report executions - Report name and template - Execution date/time and duration - User who executed report - Parameters used - File size - Download link (30-day retention)

Filtering History: - Filter by report template - Filter by date range - Filter by user - Filter by status (completed, failed)

Re-Running Reports

Execute historical report again:

  1. Locate report in execution history
  2. Click Re-Run button
  3. Pre-filled with historical parameters
  4. Adjust parameters if needed
  5. Execute report
  6. New execution created in history

Retention Policy

Report File Retention: - Completed reports: 30 days - Scheduled reports: 90 days - Archived reports: 1 year (available on request) - Metadata (execution history): Indefinite

Custom Reports

Report Builder

Create custom reports for specialized analysis:

Builder Features: - Drag-and-drop field selection - Custom calculations and formulas - Filter and grouping configuration - Visualization builder (charts, gauges) - Saved query templates

Building Process:

  1. Select Data Source
  2. Choose primary entity (orders, products, inventory)

  3. Add related entities (joins)

  4. Select Fields

  5. Add columns to include in report
  6. Order columns for display

  7. Apply formatting (date format, number precision)

  8. Add Filters

  9. Define filter criteria
  10. Use parameters for runtime values

  11. Combine filters with AND/OR logic

  12. Configure Grouping

  13. Group by dimensions (date, customer, product)
  14. Add aggregate functions (sum, count, average)

  15. Nested grouping for multi-level analysis

  16. Add Visualizations

  17. Create charts from data
  18. Configure chart type (bar, line, pie)

  19. Set chart titles and labels

  20. Save Template

  21. Name custom report
  22. Save as template for reuse
  23. Share with other users (if permitted)

Query Language

Advanced users can write SQL-based queries:

  • Direct database query access (read-only)
  • Full SQL SELECT capabilities
  • Parameterization support
  • Query validation before execution
  • Performance optimization hints

Security: - Read-only access enforced - Warehouse filtering automatically applied - Sensitive fields restricted by role - Query timeout limits

Best Practices

Report Design

  • Clear Purpose: Define what question the report answers
  • Relevant Metrics: Include only necessary data points
  • Appropriate Timeframe: Match date range to analysis needs
  • Consistent Format: Use standard formatting for similar reports
  • Actionable Insights: Highlight key findings and exceptions

Performance Optimization

  • Limit Date Ranges: Shorter periods generate faster
  • Filter Early: Apply filters to reduce data volume
  • Schedule Large Reports: Run overnight for big datasets
  • Use Summaries: Aggregate data rather than line-item detail
  • Archive Old Data: Historical data in separate warehouse for analysis

Data Quality

  • Validate Parameters: Ensure date ranges and filters are logical
  • Cross-Check Results: Verify totals against known values
  • Document Assumptions: Note calculation methods and exclusions
  • Regular Review: Audit report accuracy periodically
  • Feedback Loop: Gather user input on report usefulness

Scheduling Strategy

  • Off-Peak Hours: Schedule for nights/early morning
  • Stagger Schedules: Avoid multiple large reports at same time
  • Conditional Execution: Only run if data available
  • Appropriate Frequency: Match schedule to data freshness needs
  • Review Recipients: Regularly update distribution lists

Troubleshooting

Report Times Out

Symptom: Report execution exceeds time limit and fails

Solutions: 1. Reduce date range (e.g., one month instead of year) 2. Add filters to limit data volume 3. Use summary/aggregate version instead of detail 4. Schedule report to run overnight 5. Contact support for database optimization

Export File Too Large

Symptom: Cannot export due to file size limits

Solutions: 1. Export in CSV format (smaller than Excel) 2. Split into multiple reports by date range 3. Use filtering to reduce data 4. Export summary instead of detail 5. Contact support for direct database export

Incorrect Data in Report

Symptom: Report results don't match expectations

Solutions: 1. Verify date range parameters 2. Check warehouse filter selection 3. Review any applied filters 4. Cross-check with transaction logs 5. Verify data entered correctly in system 6. Check for timezone issues in date filtering

Report Not Emailing

Symptom: Scheduled report doesn't arrive via email

Solutions: 1. Check spam/junk folder 2. Verify email addresses in schedule configuration 3. Check execution history for failure details 4. Verify email service is operational 5. Test with different email address 6. Review email server logs (admin)

Can't Find Report Template

Symptom: Expected report not visible in template list

Solutions: 1. Check permissions include report access 2. Verify warehouse filter includes relevant warehouse 3. Use search function for report name 4. Check category filters 5. Confirm report exists for your platform version

  • Settings - Configure report defaults and preferences
  • Users - User permissions for report access
  • Roles - Role-based report permissions

Support

For reporting assistance: