Report FAQs

Report FAQs

How do I set the decimal places in PDF reports?

Decimal places in reports in Cin7 Core are set under Settings > General settings (look for the Maximum decimal places in quantity option under Organisation). This is set to two (2) by default, but if upon checking it is not, you may change it accordingly. This will only change the decimal places for exported PDF reports.

Which report shows available stock for tagged items?

You can use the Product Availability report. Use the search bar to look for the product tag, then export the report if needed.

Why are some items missing from the Product Stock Level report?

The Product Stock Level report won't show zero stock items if the number of products multiplied by the number of locations in your account exceeds 10,000. If you exceed this 10,000-record limit, we suggest using the Product Availability report to check the availability of non-zero and zero stock items for tagged items (see the answer to the previous question).

Why do products appear on the Sales Backorder Details report when they aren't backordered?

As soon as a sale with this product is backordered and the quantity on backorder is recorded, the product will appear on the Sales Backorder Details report until it is picked in the sale, regardless of current stock level. Current stock level is not used when showing data in this report.

Why don't the sales figures match on the Profit & Loss by Product and Profit & Loss reports?

The sources of data and conditions are different in these reports. The Profit & Loss by Product report uses inventory movements where we record sales proceeds from invoices related to fulfillment. On the other hand, the Profit & Loss report shows financial transactions, so it will include sales that are not yet fulfilled. Thus, it isn't expected that the sales figures in these reports will exactly match since the first is a product-level report while the second is a financial report.

Which report shows product margins on a per-sale basis?

The Sales Profit Summary report will provide your product margins on a sale by sale basis. The report will include sales outside the given date range as long as the COGS falls within the date range. You may want to include both the invoice date and the shipment date when generating the Sales Profit Summary report. This will ensure that, even if the invoice date is outside the given date range, all sales will be recorded, as long as the shipment date is within the given date range.

Why are the reorder amounts doubled on the Products Reordering report?

This can happen if the Location column is removed prior to generating the report. If the same products have multiple locations, data from these locations will sum up as usual, just like in pivot reports. Insert the Location column prior to running the report and you should see the normal figures.

Why are the invoice number and date blank for advanced sales and purchases?

Since advanced sales/purchases can contain many invoices/dates, we can't show them in combined reports like these two reports. Only simple sales/purchases will have that information in these reports.

Why are COGS values missing from the Customer Orders by Product report?

This is the correct report for you. It will show you how many products were invoiced/credited during a specific period based on invoice/credit note dates. If you do not see COGS values displayed in the report, that means the goods have not been shipped yet.

Is there a chance of overlap of one order into the next quarter, i.e. a doubling up of sales?

No, invoice lines are based on the invoice date, and credit note lines are based on the credit note date. So, no doubling up should happen.

Do you know any way of updating the city, states, and countries in the Customer Orders by Product Report?

Unfortunately, it is by design that we don't change data on sales/purchases when you update reference entries on customers/suppliers. There is no easy way of changing these except manually updating every single sale.

Why does the Customer Orders by Product report show a 100% margin in some months?

Yes, this report shows data based on when cost is received. So if you sold an item and didn't include the cost of the item (because the To date of the report is prior to the cost change date), the COGS won't have the value of the cost change that happened the following month. One report that shows accumulated COGS regardless of cost change date is the Sale Overview report. Note that COGS transactions may also be even after the shipping date in case of sold goods cost changes with a later effective date. When you authorize a purchase invoice for received stock three (3) months after the stock was received, this report will only show you COGS if the report date range actually includes the purchase invoice date.

Why does the Balance Sheet show inventory value for stock invoiced before it was received?

The Balance Sheet shows transactions as they are generated. If the invoice amount was recognized in April, the entries on these dates show Inventory accounts being deposited – this is why it appears on the report for April. In addition, this might be a result of inventory accrual not being enabled. If this is the case, then you should enable inventory accrual going forward.

Why doesn't the Inventory Movement Summary report match the stock value on the Balance Sheet?

Some of the discrepancies may be caused by goods invoiced but not received. You can use the Financial Transactions vs Stock On Hand Difference Report (which can be generated under Reports > Financial Reports) to check for specific purchases that can contribute to the difference. In addition, you may want to enable accrued inventory transactions in general settings for purchases to properly attribute costs and generate valid transactions.

Why does the Inventory Movement Summary report show zero or negative stock values?

The report may show a negative On Hand quantity in case stock is received after the To Date and some sale movements that used that stock occurred before the said date.

Why doesn't the PO total on the Purchase Order Summary report match the actual purchase order?

This report shows both order and invoice info. Removing the invoice info from the report will incorrectly sum the total ordered as it repeats the amount for every invoice. Adding the invoice number to the report should correct the discrepancies.

How do I show one row per PO on the Purchase Order Summary report?

For a PO with multiple invoices, the order# will be shown per invoice if the invoice# is included in the report. Removing the invoice# will show only one line per PO, thus resolving your issue.

Why do some products show $0 COGS on the Customer Orders by Product report?

This report shows data based on the specified date range. For those COGS that show 0, the costs were allocated in the months outside the date range. This can be resolved by specifying a wider date range for the report.

Can I print reports without exporting them in Cin7 Core?

Yes, you can. Follow these steps:

  1. Run the report that you want to print.

  2. Press CTRL+P on your keyboard.

  3. Select your preferred page layout. For wide reports choose Landscape orientation and to ensure all content fits on the page, select Fit to page.

  4. Select Print.

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