Reports
What this does
The Reports section gives warehouse teams, and in some cases customers, ready-made views of inventory, adjustments and order activity. Most reports open as a grid you can search, sort, filter and export to Excel. A few are generated as a file instead: emailed to you, downloaded from an order, or downloaded from the warehouse directory.
The Dashboard also shows a set of metrics (KPI cards). Clicking a metric card downloads the records behind the number.
| Report | Where it lives | Output |
|---|---|---|
| Inventory Balance Sheet | Reports | Grid with Excel export |
| Adjustment Report | Reports | Grid with Excel export |
| Inventory Report | Reports | Emailed file |
| Most Ordered SKU Report | Reports | Grid with export |
| Inbound Discrepancy Report | Completed inventory order | |
| Utilization Report | Warehouse directory action menu | Excel (Summary and Details tabs) |
| Dashboard metrics | Dashboard | Download per metric card |
Reports tied to other features are documented with those features: the cycle count report, manifests and the audit log.
When to use
- Check how much stock a customer has, what is committed to open orders and what is free: Inventory Balance Sheet
- Find out who changed stock, when and why: Adjustment Report
- Get stock on hand as it stood on a past date: Inventory Report
- See which products move the most: Most Ordered SKU Report
- Show a customer what was expected versus what actually arrived: Inbound Discrepancy Report
- Plan storage and capacity: Utilization Report
- Track warehouse performance (speed, accuracy, throughput): Dashboard metrics
Working with report grids
Grid-based reports (Inventory Balance Sheet, Adjustment Report, Most Ordered SKU Report) share the standard directory grid tools:
- Search, sort and filter on the columns
- Choose columns and save views
- Export to Excel: the export includes the columns in your current view
- Calculated columns: add your own derived column (for example, a quantity multiplied by a value). Calculated columns are personal to you and are included in Excel exports. See Calculated Columns.
Every warehouse user sees data only for their own organization and the warehouses assigned to them.
Inventory Balance Sheet
What it shows
One row per product stock line, showing how much stock a customer holds and how much of it is already committed. Key columns include:
- Product, SKU, Batch, Company (customer) and Warehouse
- Total Qty in LPNs: the quantity held across the product's LPNs, for both attribute and non-attribute stock
- Open Shipping Orders: quantity on shipping orders that are not yet completed. This includes orders on hold. Deleted back orders are not counted.
- Attribute columns: for products with custom product attributes, each attribute value is shown in its own column
Filters and export
- Search by SKU, Warehouse, Company and Batch, plus the standard column filters
- Export to Excel downloads all rows in the current view
Who can see it
Organization administrators and warehouse managers.
Adjustment Report
What it shows
An audit trail of every stock adjustment made through Update Inventory Stock. Each row is one adjustment:
| Column | Notes |
|---|---|
| Date of adjustment | |
| Product Name, SKU, Batch | Plus attribute columns for attribute-tracked products |
| Stock Before Adjustment, Stock Adjusted, Stock After Adjustment | |
| Stock Type | |
| LPN | Shown only for non-default LPNs |
| Location | |
| Adjusted by | The user who made the adjustment |
| Company Name, Warehouse | |
| Reason | The description entered with the adjustment |
| Status, Failure Reason | Whether the adjustment succeeded, and why not if it failed |
| Error flag | Whether the adjustment was marked as a warehouse error. This feeds the Inventory Accuracy metric. |
| Reference ID, transfer ID | Filled in for ownership transfers between customers. The transfer ID links to a read-only page of what was transferred. Searchable and filterable. |
Filters and export
Search, sort and filter on every column, and Export to Excel.
Who can see it
- Warehouse roles see adjustments for the warehouses assigned to them.
- Organization administrators see adjustments for their own organization only.
- Customers (parent and child) have a Reports section in their side navigation showing the Adjustment Report. Customers see:
- Only adjustments to their own products, across all warehouses assigned to them
- All columns except LPN and Location
- The same search, sort, filter and Excel export tools
Inventory Report
What it shows
Stock on hand for a customer in a warehouse as it stood on a chosen date. Only products with non-zero stock are listed, for both attribute and non-attribute stock:
| Product Title | SKU | Attribute | Available on Date | Warehouse | Customer |
|---|
If there was no stock movement on the chosen date, Teamship uses the most recent stock level before that date.
How to request it
- Go to Reports and open Inventory Report.
- Select the customer and warehouse.
- Select a single date (not a range).
- Request the report. A message confirms that the report will be emailed to you shortly.
The report arrives by email, in the same format as other Teamship report emails.
Who can see it
Warehouse roles.
Most Ordered SKU Report
What it shows
Products ranked by how often they are ordered, with a Rank, the number of Orders containing the SKU and the total Qty ordered.
Filters and export
- A date range filter at the top. By default the report covers all orders to date. Choose a specific range and the rank, order count and quantity recalculate for that period.
- Every column can be filtered and sorted.
- Export the report from the grid.
Who can see it
All warehouse roles.
Inbound Discrepancy Report
What it shows
A one-document summary of what was expected versus what was received on an inventory order, suitable for sharing with the customer. It includes:
- Customer and order details, including the inventory (receiving) order number, the order date (when the order was created) and the report date
- Every expected product and attribute, with expected and received quantities
- Any additional products or attributes that were received but were not on the order
- Each line's discrepancy status (short, over or unexpected), highlighted the same way as on the inventory order, alongside the lines that matched
- Discrepancy notes listing the attribute and non-attribute discrepancies. If nothing was discrepant, the notes are blank.
The report does not include LPN details.
How to download it
- Open a completed inventory order.
- Select the discrepancy report download button.
- The report downloads as a PDF.
You can download it at any time after the order is completed.
Who can see it
Any user who can view the inventory order.
Utilization Report
What it shows
How full a warehouse's storage locations are. It is available only for palletized warehouses. The overall utilization percentage is also shown in the Utilization column of the Warehouse Directory.
The Excel file has two tabs.
Summary
- For each location zone: total locations, utilized locations and utilization percentage
- The same figures for the warehouse overall
- The count of active pallets with stock (LPNs holding more than one item)
- The ratio of all utilized locations to total active locations
Details
- Every location zone and location configured for the warehouse, including empty ones
- The LPNs in each location (empty LPNs are not listed)
- A Utilized column (Yes / No) so you can spot unused locations quickly
How to download it
- Go to the Warehouse Directory.
- Open the action menu for the warehouse.
- Select Utilization Report. The report for that warehouse, as of today, downloads.
Who can see it
Users with access to the Warehouse Directory.
Dashboard metrics
The Dashboard shows metric cards for warehouse roles. Each card has:
- A warehouse filter. By default it covers all warehouses assigned to you.
- A date range filter. By default it covers all activity to date; you can also choose a month or year.
Click a metric card to download the records behind it. Data respects your organization, role and assigned warehouses.
Average Shipping Time
Average time (hh:mm:ss) to ship an order: total shipping time divided by the number of shipping orders.
- Bulk shipping orders (unit, LPN and transfer): from when a user first selects Submit to Customer until the order is reviewed
- Ecommerce shipping orders: from Start Picking until the order is closed
Download columns: Shipping Order Number, Company Name, Warehouse, Shipping Time.
Order Accuracy
Percentage of perfect orders: perfect orders divided by total orders × 100.
Accuracy is based on customer feedback. On a completed order of any type (bulk, ship by LPN, transfer, ecommerce, inventory or blind order), parent and child customers can use a Feedback link for 30 days after completion and answer:
- Was it correctly fulfilled? (Yes / No, required)
- If No: Type of issue (Missing item, Wrong item, Damaged item, Incorrectly received/shipped, Instructions not followed) and Comments (up to 200 characters), both required
- Optionally, up to five photos or files
An order with No feedback is imperfect. An order with Yes feedback, or no feedback at all, counts as perfect. Warehouse roles can view the feedback but not submit it.
Download columns: Order Number, Order Type, Company Name, Customer Name, Warehouse, Order Feedback (Perfect / Imperfect), Type of Issue, Comments.
Inventory Accuracy
Percentage of stock adjustments that were not caused by a warehouse error: non-error adjustments divided by total adjustments × 100.
When making an adjustment in Update Inventory Stock, the user ticks the warehouse error checkbox if the adjustment corrects a mistake by the warehouse. Flagged adjustments lower this metric.
Download columns: Adjustment Date, Product, SKU, Stock Type, Company Name, Warehouse, Reason for Adjustment, Adjustment done by, Was this an error by the warehouse (Yes / No).
Average Dock-to-Stock Time
Average time (hh:mm:ss) to receive an inventory order (regular, blind and transfer): total dock-to-stock time divided by the number of inventory orders.
Timing starts when a user selects Receive this Product on the receiving order (web) or Start Receiving (mobile), and ends when the order is completed.
Download columns: Inventory Order Number, Company Name, Warehouse, Dock to Stock Time.
Active Pallets with Inventory
Count of active pallets (LPNs) in the selected warehouse that hold products with stock greater than one. The download is an LPN report filtered the same way. For large warehouses the file may be emailed to you instead, with a confirmation message.
Orders Picked and Orders Packed
Two cards counting orders completed at each stage, for single (ecommerce) orders and bulk shipping orders:
- Orders Picked: the order was 100% picked and moved to packing
- Orders Packed: the order was 100% packed and closed
Download columns: Order Number, Company Name, Warehouse, Completed Picking on Date, Completed Picking on Time, Picked by (comma-separated user names). The Orders Packed file has the same layout for packing, with Packed by listing the warehouse users who packed the order.
Orders picked and packed in a batch are included.
Roles and permissions
| Report | Warehouse roles | Org admin | Customers (parent and child) |
|---|---|---|---|
| Inventory Balance Sheet | Warehouse managers | Yes | No |
| Adjustment Report | Assigned warehouses | Own organization | Own products only, without LPN and Location |
| Inventory Report | Yes | Yes | No |
| Most Ordered SKU Report | Yes | Yes | No |
| Inbound Discrepancy Report | Anyone who can view the order | Yes | Yes, for their own orders |
| Utilization Report | Warehouse Directory users | Yes | No |
| Dashboard metrics | Yes | Yes | No (customers submit the feedback used by Order Accuracy) |
All reports are limited to your own organization and, for warehouse roles, to the warehouses assigned to you.
Common issues
| Issue | Likely cause |
|---|---|
| A warehouse or customer is missing from a report | The warehouse is not assigned to you, or the customer is not assigned to that warehouse |
| Open Shipping Orders on the balance sheet looks high | It includes orders on hold as well as open orders |
| A calculated column is missing for a colleague | Calculated columns are personal to the user who created them |
| The Inventory Report did not appear on screen | It is emailed. Check your inbox after the confirmation message. |
| The Inventory Report leaves out a product | Products with zero stock on the chosen date are excluded |
| No discrepancy report button on an inventory order | The order is not completed yet |
| No Utilization Report option for a warehouse | The warehouse is not palletized |
| Order Accuracy is 100% although a customer complained | The customer did not submit No feedback within 30 days of completion |
| Inventory Accuracy dropped | Adjustments were flagged as warehouse error in Update Inventory Stock |
| A customer can't see LPN or location in the Adjustment Report | Those columns are hidden from customers by design |