Reports Overview

An outline of available reports and details on what they highlight.

Chris avatar
Written by Chris
Updated over a week ago

Thrive has a wide range of reports (with more on the way). Reports are either based on sales records reported by your point of sale or Thrive's inventory records. Some of the reports can be generated for a specific point in time, while for others you can select a date range.

  • NOTE: Date ranges can be selected on the Inventory Change Report, all Sales Reports, and also Custom Reports. On all other reports, you will need to pick a specific point in time to run the report. More information on generating a report can be found here.

Below is an overview of all the reports Thrive currently offers, starting with sales-based reports.

Sales-based Reports

The following reports are all primarily based on the sales information from your point of sale provider. Thrive will pull all of the historical sales information available.

  • The Product Sales Report shows all the products that have sold over a given date range. This also includes a breakdown of top-selling Categories as well as Cost of Goods Sold (COGS) and your Profit Margin.

  • The Order Report is a transaction-based sales report that provides more information on the impact of your complete (or incomplete) orders. This also serves as an overview of the sales made within a given period of time.

  • The Category Report, similarly, is a sales report sorted by the Categories assigned to your products. This is separated out by Category, so it's easier to see an overall breakdown of what's selling.

  • This report shows all products that were sold at a discount over the given date range. It's an easy way to see which products were sold at a lower price, and by how much!

  • The Vendor Report is just like a regular Sales Report, but it's sectioned out by the Vendors to which inventory is assigned. If a product is assigned to multiple vendors, it will show up under each!

  • This report shows all (regular and wholesale) invoice totals for a given date range as well as refunds.

  • The Single Category Report report shows a complete sales breakdown, across locations or is narrowed down to one, for a particular category. This information can also be obtained from the Category Sales Report, but the loading time is much quicker due to the filtered results. You will also see products that haven't sold as well, making it easier to identify those slow-moving products.

  • The Unsold Products Report provides more information on products that haven't sold within a given date range.

*These reports are only available on the Professional Plan and above (Learn more about upgrading your plan here)

Inventory-based Reports

These reports are based on Thrive's record-keeping of your inventory levels. Tracking for these reports begins as soon as Thrive is installed.

  • The Inventory Report will show your exact inventory levels as well as the total value at a given point in time. This report is essential to get a good grasp on what your inventory looks like and is a must-have during tax season.

  • Access your overall (and individual locations) Total Value, Potential Revenue, Potential Profit, and Quantity in Stock for each of your locations with one report. This report is ideal for a quick health check on where your inventory levels are at and easily compares across locations.

  • The Inventory Change Report will show you how inventory levels have changed over time, including manual deductions, sales, and additions. You can also see the total value of these changes. 

  • The Sell-Through Report provides a way to see how fast your products are selling by comparing the amount of inventory received against what's actually sold in the selected time period. The results aid in purchasing decisions, pricing adjustments, and uncovering dead inventory based on the numbers.

  • The Dead Inventory Report will show all products that have not sold for a given number of days. Great for identifying products that need to move!

  • The Low Inventory Report will show all the products that are currently at - or - below Alerts and or PAR level.

  • The Stock Forecast Reports are intelligently calculated using predictive analytics of your sales data. Stock Forecast Reports will tell you how much time is left until that product runs out of stock, based on its history. That estimate can also be used to set Alerts so you can re-order in time!

  • Stock Forecast Reports are available on the Professional, Elite, and Enterprise plans only.

  • Ensure that each product is counted on a regular basis by using this report and Stocktakes together. This report will inform you of what products haven't been counted in a particular time range.

  • The Bundle Report is ideal for seeing the makeup of a bundle, how much of a product is going is be deducted, and making sure all bundles are set up correctly.

  • The Consolidated Inventory Report is a great option for seeing a bird's-eye view of your inventory as a whole complete with total stock counts, list price, and total value for products.

  • Keeping track of expiration dates could be a full-time job. With this report though, we show you exactly which lots are expiring and how much potential profit is at stake.

  • Compiles inventory changes that happen as a result of a Stocktake. This is especially useful if you use Custom Reasons on Stocktakes for damaged, expired, stolen, or any goods that cannot be sold for any reason, but still need to be accounted for.

*This report is only available on the Professional Plan and above (Learn more about upgrading your plan here)

Additional Reports

  • The In-Transit Report is based on Internal Transfers. All products that have been sent from one location (but not yet received at the other location) will appear on this report.

  • Build out your own reports and see the key data points you need. Click here for more information.

What's next?

Found a report and now you want to save or share that information? We've got options for you!

For many of our reports, you will have the option to Save/Schedule as shown here:

To save your report (or schedule it to run for you), click the "Actions" button. Options to "Schedule this Report" or download as a PDF or CSV will be available for you. For more information on saving and scheduling reports, click here:

For all other reports, you can download them directly as a PDF or CSV by following this guide. Eventually, we are hoping to have the Saved and Schedules options for all the reports, but we appreciate you bearing with us as we make that change along with other improvements to our reports.

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