Feature

Reports that answer the question you actually have.

A broad library of pre-built retail reports across buying, vendor, inventory, sales, margin, product, store, location, and OTB - and the list keeps growing. Configure filters and columns, save your view, schedule it for email delivery, and drill into any aggregate row.

The pre-built library

Vendee Pro ships with the reports buyers and merchants actually run. They’re not skeleton dashboards waiting for you to configure them. Each one has been built around a specific question retailers ask every week:

Sales summary

Revenue, units, and margin by period. Compare windows side-by-side.

Time analysis

Period-over-period comparison (MTD, QTD, YTD, last 30/90 days) vs previous period or prior year.

Best sellers

Top products and variants by units, revenue, and margin.

Sell-through

Received vs sold by SKU, with rate and days-since-last-sale.

Dead stock

SKUs with no movement in a configurable window. Cost and retail at risk.

Stock on hand

Current quantities by store, location, category, and vendor.

Low stock

SKUs under their reorder point, ranked by days-of-cover.

Weeks on hand

Forward cover - how many weeks of stock remain at current sales velocity.

Inventory valuation

On-hand value at current cost or active selling price, grouped by category, vendor, supplier, or location.

Inventory turns, GMROI & CMROI

Turn rates plus gross-margin (GMROI) and cash-margin (CMROI) return on inventory side-by-side - surface the cash drag that paper margin hides.

Margin analysis

Gross margin by product, vendor, category, and store.

PO summary

POs by status, vendor, and period with received and outstanding values.

PO line items

SKU-level detail of every PO line item with cost, retail, and status.

Open commitments

Outstanding committed spend grouped by expected arrival month.

Aged open POs

Overdue POs bucketed by how many days past their expected arrival they are.

Receiving variance

Ordered vs received, by line, with explanations.

Receiving activity

Every receipt logged against a PO - user, quantity, and overage flags.

Vendor performance

On-time rate, average lead time, open PO value, and spend by vendor.

Vendor spend trend

Committed spend per vendor over time.

Vendor concentration

Spend concentration across your vendor base.

Vendor price changes

SKU-level wholesale price movement across PO history.

Supplier performance

The same performance lens, applied to suppliers.

OTB budget performance

Budget vs on-order vs remaining, by category and month.

Product catalog

Full product catalog with variants, category, vendor, and status.

New products

Products added in a period, ramp curve, and first-sale date.

Product manager scorecard

Buying, spend, margin, and sell-through per Product Manager.

Store comparison

KPIs side-by-side for every store in the account.

Location performance

Per-location inventory, receiving, and sell-through KPIs.

Transfer list (stock balancing)

Recommends inter-location transfers from overstocked donors to fast-selling, low-stock recipients, ranked by margin upside.

Report Studio for the details you want

Every pre-built report is a configurable definition. When you run one, you pick the filters (date range, vendor, supplier, category, store, location, product manager, and more depending on the report) and select which columns to include. Save a configuration as a personal report for one-click re-running, or leave it ad hoc. Reports run as background jobs and land as CSV, XLSX, or PDF. No SQL. No blank canvas to stare at.

Scheduled delivery

Any saved report can be scheduled for recurring email delivery. Pick weekdays and up to two times per day per weekday in your timezone; the system fires each matching slot, generates the file, and emails it to your recipient list. A separate report_schedule_runs audit row tracks every firing (dispatched, email-sent, failed).

Filters that make sense for retail

Every report exposes the filters its data supports: date range, vendor, supplier, category, store, location, product manager, and tag where applicable. Multi-select with optional exclude-mode where it makes sense. The filter options themselves are scoped to your account so the dropdowns only show the vendors, categories, and locations that are actually yours.

Period-over-period comparison

Reports that support comparison expose a preset list (last 30/90 days, MTD, QTD, YTD) plus a custom date range, comparable against the previous period or the prior year. The Time Analysis report is built specifically for that side-by-side cut.

Export formats

Every report exports to CSV, XLSX (bold indigo header row, frozen, auto-sized up to 40 columns), and PDF (A4, landscape when the report has more than six columns, portrait otherwise). Saved reports can be re-run or shared with teammates. Scheduled reports email the file automatically.

Multi-currency-aware rollups

Reports that aggregate across POs (margin, vendor spend, OTB, PO summary) read FX-snapshotted base columns written at PO submit time, so cross-PO totals always roll up in the store’s destination currency, even when the source POs were placed in different currencies.

One catalog, every POS. Reports that read sales (Sales Summary, Best Sellers, Sell-Through, Dead Stock, Inventory Turns, Product Manager Scorecard, Location Performance, Store Comparison) work against any connected POS that supports sales pull - currently Shopify, with more POS integrations on the roadmap.

Frequently asked questions

Can I schedule reports?

Yes. Saved reports can be scheduled with weekday + time-of-day slots (up to two per weekday) in your timezone; the system generates the file and emails it to your recipient list on each matching slot.

Can I drill into the data behind a cell?

The Open-to-Buy planner supports click-to-expand on any (category, month) cell to see the PO lines that compose it. Studio reports are run-and-download (CSV / XLSX / PDF); for ad-hoc drilldown, the AI assistant can query the underlying data entities directly in plain English.

How is on-hand sourced?

From the POS mirror. Inventory reports (Stock on Hand, Inventory Valuation, Weeks on Hand, Low Stock) read from the live POS mirror and join the catalog for cost / retail. There is no separate “in-transit” bucket in Vendee Pro — that concept lives in your POS or in open PO commitments (which the Open Commitments + Aged Open POs reports surface).

How are returns handled?

Vendee Pro mirrors POS sale events including status, so returned line items are recorded with a returned status and netted out of the sales aggregates used by Sales Summary, Best Sellers, and Sell-Through.

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