Report FAQs

Report FAQs

Overview

Find answers to questions about Cin7 Omni reports.

How can I find additional reports?

You need to click the Manage Reports and Permissions button. Upon clicking this button, you'll see a list of standard Cin7 Omni reports which you install. You can also choose whether all or only manager users can view these reports.

Do note that you have to be logged in as an administrator in order to see the Manage Reports and Permissions button.

How does the Stock Aging Report work?

The Stock Aging Report provides information about how long stock has been held. The age shown is the number of days the stock has been held since the date that the stock was received.

By default, the report shows three months of data but this time period can be adjusted by using the date filters at the top of the report.

Products with 0 Stock on Hand will not appear in this report as there is no stock for which to report the age.

How can I get the stock value at a certain point of time?

There is a report available called Historic and Current Stock Valuations.

This reports provides approximate stock values at particular points in time. This report is dynamic, meaning that if stock is moved from old transactions or dates are changed then this will be reflected immediately in the report.

Can I find the value and age of stock in a store?

Yes you can, Cin7 Omni calculates the value and age of the stock in store.This information is presented in the Stock Aging Report.

How can I view any Gift Vouchers that haven't been redeemed in full?

Cin7 Omni has a report for precisely this purpose called Gift Vouchers and Store Credits - Balance due.This report will provide you with a list of all the gift vouchers that have not been fully redeemed, and therefore have a balance remaining.

How can I view a list of Products with no cost associated?

Cin7 Omni has a report called Products with no cost, which will provide you with the information you are looking for.

Can I track Sales based on the Payment Method?

Yes it is, you can track Sales based on payment method by making use of the Payments by Branch report.

Why do the Current Stock Valuation Analysis and Stock On Hand and Availability reports show different values?

This is expected because these two reports calculate stock values differently.The Current Stock Valuation Analysis report takes Non-stock items into consideration, while the Stock On Hand and Availability report only includes Stock items.

How can I track my Layby sales?

This information is provided in the Layby Payments report. This report shows all Layby orders and also shows the outstanding payment amounts for the orders.

How can I view the Sales made by a particular sales representative?

This data is available in the Sales by Sales Rep by Order (Invoice Date) report, which is found in the reports dashboard. This report separates sales made by different sales representatives.

How can I view top selling products for a particular month?

You can view sales by product in the Sales by Product (Invoice Date) report. To view product sales for a particular month, select the desired date range using the date filter.

To rank products by the number of sales you first need to filter the data to the time period of interest and then export the data. Once the export has been completed, sort the data by the number of sales to find the top selling products.

Does Branch Replenishment By Safety and Optimum Stock Report shows data with zero SOH?

The Branch Replenishment Report shows those Products for which safety and optimum stock have been set in Stocktake Master. If the Product has zero SOH but its safety and optimum stock have been set, it will still be visible in this report. Optimum stock value can be set via Stocktake Master under the Stock module.

Why does a sales report show COGS values for an order where there were 0 COGS?

Sales Reports shows the estimated COGS value not the exact COGS value. Secondly, if there are no COGS associated with the order it shows the last average Product Cost if any exist.

For the exact COGS report, we would recommend you look at the COGS Breakdown Report.

Why do the Sales Reports show a different COGS value to the COGS Breakdown report?

The COGS Breakdown report will show the actual COGS values calculated for each sales order. The Sales Analysis Reports provide you with an estimated COGS value. The estimated COGS values are based off the latest landed cost. Please note that actual COGS value will only calculate one a sales order has been invoiced, fully dispatched and imported to your accounting system.

Is there a report where I can view all of my quotes?

Yes, here's a list of all the reports that are available for quotes.

  • Quotes by Customer (Acceptance Date)

  • Quotes by Customer (Created Date)

  • Quotes by Customer (Expected Order Date)

  • Quotes by Product (Acceptance Date)Quotes by Product (Created Date)

  • Quotes by Product (Expected Order Date)

These reports are available under the Admin and Reports module.

If these reports aren't there, please log in as an Administrator user and click the Reports Download Library button. Within this library, you can find the reports listed above and simply insert them in.

How is the 'To Order' value calculated in the 'Branch replenishment from safety stock and optimum quantities' report?

The To Order value is the difference between the optimum stock level assigned to the product in Stocktake Master and the current stock on hand for that product. In other words, it is the amount that you would need to order to increase your current stock on hand to the optimum stock level for that product.

The formula is as follows:

To Order = Optimum - SOH

For example, if the product's optimum value is set as 8 and SOH is 3, the To Order value will be calculated as 8 - 3 = 5.

What is the difference in "average monthly sales All branches" and "Avg. Sales Qty Based on Input Dates - Current Branch" in the Sell-Through Report By Sales Period (Created Date)?

The "average monthly sales All branches" is average sales per product option across all branches over a period of 6 months. This is a pre-calculated field and can be used as a reference to purchase the product based on sales over the period of last six months.

Unfortunately, this report only shows the average monthly sales of the main product and not for each size product.

I have an order without line items - why doesn't this appear in the sales reports?

All Sales reports look at the line items first, so if your order doesn't have line items, it just won't appear in the reports. However, you can add in things such as surcharges and freight using non-stock line items.

What is the difference between Stock on Hand Xero Reconciliation Report and Historic Stock Valuation Report?

This is a common question, and it's important to understand how the reports are built in order to see why there might be a discrepancy.

The Stock On Hand Xero Reconciliation report is based on the invoice date whereas the Historic Stock Valuations report is based on the fully dispatched/fully received date.

If your Stock On Hand Xero Reconciliation report is greater than the Historic Stock Valuation report, the most common reason for the discrepancy is that there may be transactions that have been invoiced and dispatched in different months.

To stop this from occurring, remember to invoice goods in the same month that they are dispatched.

Which report should you use? Different reports have different uses.

Different reports have different uses:

Stock on Hand Xero Reconciliation is a reflection of your stock value which you would use to reconcile with your accounting software.

Historic Stock Valuation Report is a reflection of the physical count of stock.

How can I see the top selling products in Cin7 Omni reports?

Cin7 Omni provides a number of reports which can be used to see the top selling products. One method would be to look at the Sales by Product report and export the data to Excel. You can then use Excel filters to sort the data with the highest sale amount.

How can I hide the Account Reports from standard users?

In the Manage Reports & Permissions Dashboard there are options to set the visibility of reports. While installing the Accounts Reports from this dashboard, set the visible option to Managers only. This will hide the reports from all users that are not managers.

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