Reports overview

Three report types

emily can generate three kinds of report:

• Sales by client and product — what you sold, broken down by client and product, filterable by salesperson.
• Stock inventory — what you're holding, broken down lot by lot, on the direct ERP connection.
• Overdue customer debts — who owes you money, how much, and since when.

Each one covers the same ground as asking emily the equivalent question directly — see sales and invoicing for that side of it — laid out instead as a report you can schedule, export or send on.

Fixed, checked queries

The figures in every report come from a fixed, checked query against your ERP data.

A different shape is built on request

These three cover what most teams need out of the box. A different shape — a different grouping or set of columns — isn't something you assemble yourself in the app; it's built for your organisation on request.

Next: sales by client and product

See sales by client and product for the first of the three in full.