Reports and audit exports

Overview

/reports is the operational command center for finance, production, compliance, inventory, and traceability review. Treat it as the place where launch teams confirm that the numbers and release records agree before product goes out the door.

Core report surfaces

• /reports/profit-loss for revenue and margin direction
• /reports/cost-analysis and /reports/margin for formulation economics
• /reports/inventory and /reports/inventory-movements for stock position and movement review
• /reports/production for batch activity
• /reports/compliance for release-oriented compliance review
• /reports/traceability/batch and /reports/traceability/ingredient for audit trails
• /reports/audit-export when a Business, Lab, or Enterprise team needs a packaged export for downstream review

Plan access

• Pro. Pro includes the prebuilt financial, production, inventory, compliance, stability, batch traceability, and ingredient traceability views listed above.
• Business. Business adds the custom report builder, supplier reporting, packaged audit exports, and lot where-used exports.
• Lab. Lab adds recall drill access and manufacturer-ready reporting depth.

Enterprise includes the Lab reporting contract plus its governed deployment and data-control options. Permissions can still remove a report from an otherwise eligible account.

Recommended launch review sequence

1. Review inventory and inventory movements.
2. Check production and traceability views for the batches going out.
3. Confirm cost analysis and margins still match the expected formula economics.
4. On Business and above, generate any audit export needed for QA, finance, or manufacturer review.

What this should reconcile

Before launch, the reporting layer should agree with:

• ingredient and lot balances
• batch deductions
• cost snapshots
• label and compliance outputs
• sales and profitability records

If these surfaces disagree, treat that as a release issue, not just a reporting issue.

Related routes

• /reports
• /reports/audit-export (Business and above)
• /reports/traceability/batch
• /reports/traceability/ingredient
• /reports/inventory
• /reports/production

Next docs

• Source, buy, and reconcile materials
• Costs, pricing, and margin guardrails