Reports & Analytics
How to build and save a custom report with the AI Assistant
Describe the report you need to the AI Assistant, check the preview, and save it in Reports. Each time you open it, the figures are worked out again from today's data. On the Pro plan and above.
A custom report is a report you describe in your own words. You ask the AI Assistant, check the preview, and save it in Reports. Every time you open it, the figures are worked out again from your current data.
How to create a custom report
- Open the AI Assistant and describe the report: the data, the period and how to group it. For example: units moved by warehouse last quarter.
- Check the Report preview under the answer. Select Open full preview to see every row.
- To change it, ask in the same conversation, such as group it by product instead. You get a new preview.
- Select Save as report, enter a Name and choose Only me or Everyone with access to Reports.
- Select Save. The report appears under Your reports at the top of the Reports page.
What a custom report can be built on
| Data | What it shows | Period |
|---|---|---|
| Deliveries | Delivered value, units, deliveries, unit cost and price, landed costs | Delivery date |
| Purchase orders | Number of orders and order total | PO date |
| Stock movements | Units moved and number of movements (quantities only) | Movement date |
| Stock today | Units, stock value, value per unit, products | None: always today |
| Stock on a date | The same figures on the last day of the period | A period that ends today or earlier |
| Supplier performance | Orders, ordered and received value, on-time orders, lead time, fulfilment | PO date |
| Cost of goods sold | Units sold, cost of goods sold and the other lines | Movement date |
| Product turnover | Units consumed, stock on hand, monthly usage, turnover rate, days of inventory | A period that ends today or earlier |
| Inventory aging | Stock value and units by age bucket | None: always now |
| Payment forecast | Amounts due by instalment | Due date |
Each kind of data is read from its built-in report and follows its rules: who may see it, the plan it needs, and the departments your account is restricted to. Purchase order reports need a role that can see purchase orders. Stock on a date and Product turnover take only periods that end today or earlier: for this month so far, choose the dates from the 1st to today.
Calculated columns
When no ready-made figure answers your question, the assistant can add a calculated column: a formula over the values each row carries, such as the average days from the PO date to the delivery. StockBold works it out the same way every time; the assistant never computes a figure itself.
How this report is calculated
Every report opens with How this report is calculated: what one row is, the period, the filters by name, the grouping, and for each column how it is worked out and how its total is made. A calculated column can differ from a built-in figure with a similar name: this section says what each one is.
Opening and changing a saved report
Open Reports and select a card under Your reports. The page shows the totals, a chart when the report has one, and a table. Export CSV downloads the report's rows, also when the table shows periods as columns.
Period, Group by and the filters the report offers change what you see without changing the report; a filter the report fixes is shown but cannot be changed. If you saved the report, Save changes keeps your choices. Anyone can select Save as copy to keep them as a new private report, or Reset. To change more, select Change with the assistant.
Sharing, renaming and deleting
Only the person who saved a report can rename it, change it, share it with Share with everyone or take it back with Stop sharing. The organisation owner can also Make private or delete a report someone else shared.
Who sees the amounts
A report shows each person only what the built-in report would show them, whoever saved it. Without the View Inventory Value permission, amounts show as a dash. A report covers only the departments your account is restricted to, so a colleague may see different totals.
Limits
A table shows up to 1,000 rows; the totals still cover all of them. A report that would read too many records, or takes longer than 30 seconds, stops with a message: choose a shorter period or add a filter. If a choice saved in a report no longer exists, the page asks you to pick another. If your plan no longer includes custom reports, saved ones still open, and you can still stop sharing or delete them, but not change them.