Reporting | Prediko Help Center

Introduction:

While our current Inventory table can be used to build reports, it can be a bit overwhelming as there are a ton of columns to choose from. Sometimes, it's hard to know where to start.

So, we decided to build a dedicated Reporting section where you can easily access ready-made reports and build on top of the existing templates.

You can access Reporting from the main navigation menu

What do you see under Reporting?

Right now, you see 4 default reports that can be used to monitor your inventory health and the risk of stockouts.

Let's dig into each of these reports and understand their descriptions, columns, and default filters.

Report	Description	Columns	Default filters
Stock out	This report helps you identify products that are out of stock, thereby leading to missed sales opportunities. It's a mission-critical report, and we recommend that you always keep a tab of the products that are currently out of stock to restock them promptly.	Product Name SKU Name Location Estimated Daily Loss and (the amount of sales lost every day due to the item being out of stock) Days since stock out (the number of days since the products have been out of stock)	Health = Out of Stock
Overstock	This report highlights the products with excess inventory, tying up capital and increasing storage costs. A recommendation here is to run a flash sale to get rid of the overstock.	Product Name SKU Name Location Days Left Days of Cover Stock	Health = Overstock
Stockout Risk	This report flags products that are at risk of running out soon, based on current stock levels and safety stock thresholds.	Product Name SKU Name Location Days Left Days of Cover Stock Safety Stock Days	Health = At risk
Deadstock	This report identifies products that haven't sold in 3 months or more, signaling potential write-offs or discounting opportunities.	Product Name SKU Name Location Stock	Qty Historical 3 month:≤0 And Available:>0
COGS (FIFO)	The report helps you determine the cost of goods sold for a given period, calculated using the First In, First Out (FIFO) method, where older inventory is sold first. This means we attribute the cost of goods sold to the oldest available inventory first, matching each sale to the corresponding purchase cost in order of arrival. Here’s a quick example to show how it works: Let’s say you bought 30 units of a product across two different purchase orders, where the supplier offered you different costs. PO from Jan 1: 10 units at £5 each PO from Jan 10: 20 units at £6 each Now, if you sell 15 units of this product on January 15, using the FIFO rule, the cost for this sale would be: First 10 units @ £5 = £50 Next 5 units @ £6 = £30 So your total COGS for that sale = £80, and that’s what we show in this report. This way, your margin always reflects your actual purchase costs, especially when prices change over time.	Product Name SKU Name Date Unit Cost Quantity sold COGS Landed cost Landed COGS	None
ABC	This report helps you classify products by their impact on sales using the 80/20 rule to focus efforts and reduce costs with ABC inventory analysis. Know what your most important products are! This report always lists your most important products in descending order of the revenue generated.	Product Name Category Value sold Quantity sold % Total Revenue	None

Sorting:

You can sort the data on a report using any of the available columns on each report (in either ascending or descending order)

Here's an example:

Filters:

There is a default filter applied to each report, which distinguishes it from other reports. For example, on the Stockout report, the default filter applied is Health = Out of Stock, and you cannot edit or delete this filter on this report.

However, you can add additional filters on top of this one. When you add a set of filters, you can save that as a view under this report to always revisit later.

Please note that a view is created based on the filters you added to your report.

Clashing of filters:

If the filters added to your view are conflicting with the default filters enforced by this report, then the app will notify you to adjust them.

Sampling:

This applies to the COGS (FIFO) report, where you can sample the report depending on the time frame selected. The sampling options are Monthly, Quarterly, and Yearly. This is nothing but grouping the COGS for your products for a monthly, quarterly, or yearly time frame.

Export options:

You can export the report as an Excel file and when you hit the "Export" button at the top, we will send you the exported file to your email address.

Upcoming improvements:

Please note that we are coming up with custom reports in the next version.
You can add/remove columns within the standard reports and can save them as custom reports