Reports Module

The Reports Module in the OMS provides a comprehensive set of downloadable reports that support operational visibility, financial tracking, reconciliation, and performance analysis. Each report is filterable based on locations, date ranges, and various business parameters, and most reports are delivered directly to the user's email in Excel format.

This document provides a complete overview of each reporting category, its purpose, and detailed step-by-step instructions for generating reports.

Overview of the Reports Module

The Reports Module centralizes all reporting tools required for business operations, including:

• Order-level reporting

• Inventory-level reporting

• Sales performance reporting

• Courier and dispatch reports

• Reconciliation with FBR

• Financial and turnaround reports

• Specialized operational downloads such as AWB, performa invoice, loadsheet, and SKU sold information

Each report is available with customizable filters to help users extract the exact dataset they need.

1. Order Dump Report

Purpose

The Order Dump Report provides a complete breakdown of all orders created or transacted within a selected date range. It includes order-level attributes such as SKUs, customer information, tag data, status, and payment method for operational analysis and reconciliation.

Key Filters Available

• Date Type:

  • Order Creation Date

  • Transaction Date

• Date Range Selector

• Location Filter

• Mode of Payment (MOP)

• Order Status

• Order Tags

• Sales Channel

• Marketing Check: Removes extra spaces in file formatting
  

  

How to Generate Order Dump

1. Click on the Reports module from the sidebar.

2. Locate the Order Dump section.

3. Select whether you want to generate the report based on Creation Date or Transaction Date.

4. Click inside the Date Range bar and select your desired date limits.

5. Apply additional filters as required.

6. Click Generate File.

7. A confirmation pop-up will appear informing you that your report will be emailed within 2–3 minutes depending on data size.

8. Check your email for the downloaded Excel file. If not visible, check your spam folder.

2. Inventory Dump Report

Purpose

The Inventory Dump provides a snapshot of the inventory state across selected locations. It helps in reviewing stock levels, visibility, and availability.

Filters Available

• Location selector

• SKU-specific filters depending on setup
  

  

How to Generate Inventory Dump

1. Navigate to the Reports module.

2. Select Inventory Dump.

3. Choose the specific locations for which the inventory data is required.

4. Click Generate File.

5. The report will be delivered to your registered email address.
   

   

3. SKU Sold Dump

Purpose

SKU Sold Dump gives detailed insight into SKUs sold across locations within a specified date range. It helps in analyzing product performance and movement.

How to Generate SKU Sold Dump

1. Open the Reports module.

2. Click on SKU Sold Dump.

3. Click on the Explore button.

4. Select the Date Range for which you want SKU sales data.

5. Select Location or which you want SKU sales data

6. Click Generate File.

7. A pop-up will confirm that the report will be emailed within 2–3 minutes.

8. Download the file from your inbox.

4. Sales Report

Purpose

The Sales Report provides transactional sales data based on the transaction date across selected locations. It is used for revenue analysis and sales monitoring.

How to Generate Sales Report

1. Go to the Reports module.

2. Select Sales Report.

3. Click Explore.

4. Use the Location Filter for specific or all locations.

5. Click Generate File.

5. Order List Report

Purpose

Provides a concise list of orders based on specific filters. Used for operational monitoring and audit checks.

How to Generate

1. Go to Reports.

2. Select Order List.

3. Apply required filters.

4. Click Generate.

6.Unified Transaction Report

Purpose

This report consolidates transaction details from multiple sources for unified reconciliation.

How to Generate

1. Go to Reports.

2. Open Unified Transaction Report.

3. Apply date range .

4. Generate the file.
   

   

7. Fulfillment Turnaround Report

Purpose

Analyzes the time taken between order creation, booking, dispatch, and delivery for operational efficiency tracking.

How to Generate

1. Navigate to Reports → Fulfillment Turnaround Report.

2. Select the date range.

3. Generate the file.
   

   

8. Financial Information Report

Purpose

Consolidates financial data related to orders, COD amounts, reconciliation details, and other monetary records.

How to Generate

1. Open Reports → Financial Information Report.

2. Select date range, locations, and filters.

3. Generate file.

9. Airway Bill and Performa Invoice Downloader

Purpose

Allows downloading:

• Airway Bills

• Performa Invoices

Used for printing and shipment preparation.

How to Use

1. Go to Reports.

2. Select Airway Bill & Performa Invoice Downloader.

3. Apply filters.

4. Click Download.
   

   

10. Loadsheet Report

Purpose

Provides loading sheet details for courier pickups and manifests.

How to Generate

1. Go to Reports → Loadsheet Report.

2. Select the Courier .

3. Generate the file.