Reports and audit exports

Overview

Open Reports to review sales, costs, production, inventory, compliance and traceability. Choose the report that answers your question, then check the saved records behind its figures.

Find a report

The page has one Reports introduction and a current-month summary where your role permits financial reporting. Browse Dashboards, Financial reports, Operational reports, or Compliance & traceability. The reporting tools panel shows which export and builder tools are available to you.

If no sales or production have been recorded for this month, the page says so. Zero figures describe the selected period; they do not mean the rest of your workspace is empty. People without financial visibility can still use the technical reports allowed by their role.

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