Reporting · Work Suite
Reports that send themselves.
Every document your operation runs on, built from live data and scheduled to send itself. Invoices, statements, acknowledgments, and sales analysis, straight to PDF.
Silver Fern GrowersWork Suite · FULFILL
Bill To Cedar Hollow Garden Center
Item Qty Unit Amount
Azalea Encore® #3 280 $12.50 $3,500.00
Hydrangea Endless Summer #5 160 $18.00 $2,880.00
Boxwood Green Velvet #2 200 $8.00 $1,600.00
Subtotal$7,980.00
Freight · 8.5%$678.30
Invoice Total$8,658.30
Silver Fern GrowersWork Suite · Accounts
Account Cedar Hollow Garden Center
Date Reference Charges Payments Balance
May 02 Invoice 100231 $4,120.00 $4,120.00
May 18 Invoice 100258 $6,330.00 $10,450.00
Jun 05 Payment 558 $4,120.00 $6,330.00
Jun 18 Invoice 100284 $6,515.00 $12,845.00
Current$6,515.00
1–30$6,330.00
31–60$0.00
Balance Due$12,845.00
The report library
Start from a report you already run.
These are the documents a growing operation actually sends. Start from one, set the parameters that matter, and print.
This season versus last, by customer or rep
Period-over-period sales, dollars or units, grouped by customer, item, or salesperson, with the change and percent change on every line.
- Year-over-year or quarter-over-quarter
- Grouped by customer, item, or salesperson
- Dollars or units, with change and % change
- Rate-of-sale and rep performance built in
Which orders can ship, and what’s blocking the rest
Every open order checked against live inventory and scheduled production, so each one is flagged ready, blocked, or late before the truck is loaded.
- Ready, blocked on inventory, blocked on production, or late
- Open orders joined to on-hand and scheduled crops
- The shortage behind every blocked line
- Reads across FULFILL, RESTOCK, and PRODUCE at once
The aged balance, on demand
Charges, payments, and running balance for any account, aged into buckets your bookkeeper already thinks in.
- Every charge and payment on one page
- Aged into current, 1 to 30, and 31 to 60
- Runs for one account or the whole book
The invoice that falls out of the order
Invoices and acknowledgments generate from the order record on your own template, and fire at the lifecycle status you choose.
- Your own branded template, per tenant
- Fires automatically at the status you choose
- View and download right from the order screen
Payouts by payee, ready to send
Royalty payouts report by payee, filtered by ship date and category, with drill-down to the customer and item behind every line.
- Filtered by ship date, payee, and category
- Drill down to customer and item
- Every grid exports to CSV
What the crop costs, while it grows
Materials, labor, and overhead roll up to a per-unit cost on every lot, so the number is ready before the crop is.
- Materials, labor, and overhead per lot
- Per-unit cost from the recipe rollup
- Linked to PRODUCE™ production items
Every document exports to PDF on your template. The data behind it exports to CSV and Excel.
The builder
Build any document, block by block.
Start on a blank page or a template. Drag in headings, tables, and your own fields, drop in your logo, and set the paper size. Save it, and your team runs it on demand.
- Drag-and-drop blocks: text, tables, images, dividers, and live fields
- Bind any column from your data to a table or an inline token
- Your logo and template; Letter or A4, portrait or landscape
- Save it, folder it, star it, and run it again anytime
How it runs
Three steps, then it runs itself.
- 01 Pick the template Start from a report your operation already runs, or build one on a blank page. Set the date range, customer, and category with plain dropdowns.
- 02 Preview the document The report renders as the finished, formatted page. What you preview is exactly what sends.
- 03 Send it, or schedule it Export to PDF, CSV, or Excel now, or put it on a cadence and let it run. Monday’s numbers land Monday, emailed to whoever needs them.
Scheduled delivery
Set the cadence once. It ships itself.
Put any report on a schedule and Work Suite runs it, renders the PDF, and emails it to the people who need it. Every run is logged, so you can see it went out.
Arrives on its own — every Monday, 6 AM.
- Daily, weekly, or monthly cadence
- Emailed to the recipients you choose
- Every run logged and timestamped
One data layer
A number in a report is the number the operation runs on.
Reporting reads from more than twenty live data sources across the whole business — no exporting, no re-keying. Every document draws from the same live record, so the numbers always agree.
- SalesOrders · Line items · Customers · Order history · Sales velocity · Year-over-year
- InventoryOn-hand · Transactions · Cycle counts · Products · Materials
- ProductionJobs · Lots · Schedule · Work orders · Recipe margin · Unit cost
- Purchasing & financeVendor POs · Royalty payouts · Fulfillment readiness · Demand vs supply
Asked before buying
The questions that come up most.
Can I build my own report, or only run the templates?
Both. Every report is built in a drag-and-drop designer over more than twenty live data sources, orders, inventory, production, customers, purchasing, and finance. Start from a ready-made template or a blank page, set the parameters that matter to you, and save it to run again.
What formats do reports come out as?
Finished documents export to PDF on your own branded template. The data behind any report exports to CSV and Excel, for your own analysis or your accountant.
Can reports run on a schedule?
Yes. Put a report on a cadence, and Work Suite generates it and emails it to the people who need it. The numbers are on their desks when the week starts.
Where does the data come from?
One data layer. Reports read straight from your live orders, inventory, production, and sales, so the number in a report is the number the operation is already running on.