Reporting & Analytics¶

LoupeFactory's Reporting & Analytics module gives you a clear view of your business performance across inventory, production, orders, shipments, and financials. This guide covers the available reports, how to read data visualizations, and how to export your data.

Overview¶

The Reports section is accessible from the main dashboard sidebar. It provides pre-built reports organized by module, along with summary charts and the ability to export raw data for use in external tools.

Available Reports¶

Inventory Reports¶

Inventory reports help you monitor stock levels, track item movement, and identify low-stock situations before they affect operations.

• Stock Summary — Current quantity on hand for all inventory items, grouped by category.
• Stock Movement — A log of all stock changes over a selected date range, including production inputs, manual adjustments, and order allocations.
• Low Stock Alerts — Items that have fallen below their reorder threshold.

Production Reports¶

Production reports give you visibility into throughput, waste, and stage-level performance across your manufacturing processes.

• Production Summary — Total inputs, outputs, waste, and rejection counts per production process over a selected period.
• Stage Performance — Breakdown of time and material usage at each stage within a process.
• Waste & Scrap Log — Detailed record of all waste, rejection, and scrap events with timestamps and responsible operators.

Order Reports¶

Order reports track sales activity, fulfillment rates, and revenue over time.

• Order Summary — Total orders created, fulfilled, and pending within a date range.
• Revenue by Customer — Breakdown of order value grouped by customer.
• Fulfillment Rate — Percentage of orders fulfilled on time versus delayed.

Shipment Reports¶

Shipment reports help you monitor delivery performance and carrier usage.

• Shipment Status Summary — Count of shipments by status: In Transit, Delivered, and Exception.
• Carrier Performance — Delivery success rates and average transit times grouped by carrier.

Financial Reports¶

Financial reports consolidate invoice and payment data to give you a picture of your receivables.

• Invoice Summary — Total invoiced amount, amount paid, and outstanding balance for a selected period.
• Aging Report — Outstanding invoices grouped by how long they have been unpaid (0–30 days, 31–60 days, 60+ days).

Data Visualizations¶

Most reports include one or more charts to help you spot trends at a glance. LoupeFactory uses the following chart types:

• Line charts — Used for time-series data such as revenue over time or production output per week.
• Bar charts — Used for comparisons across categories, such as order volume by customer or waste by production stage.
• Pie/donut charts — Used for proportional breakdowns, such as shipment status distribution or stock by category.

Adjusting the Date Range¶

All reports support a configurable date range. To change the period:

1. Open any report.
2. Click the Date Range selector at the top of the page.
3. Choose a preset (Last 7 days, Last 30 days, This month, This quarter) or set a custom start and end date.
4. The report and charts will refresh automatically.

Exporting Data¶

You can export any report to CSV for use in spreadsheet tools or external analytics platforms.

Exporting a Report to CSV¶

1. Open the report you want to export.
2. Click the Export button in the top-right corner of the report table.
3. Select CSV as the export format.
4. The file will download to your browser's default download location.

Supported Export Formats¶

Additional export formats may be added in future releases.

Next Steps¶

• Inventory Management — Manage the stock data that feeds inventory reports.
• Production Tracking — Review production processes that appear in production reports.
• Invoicing — Understand how invoices are generated and tracked in financial reports.