Client reporting

Client reports.
Without the rebuild.

Clients need reports in different formats. Your team should not have to rebuild them every time.

Apply for free implementation

Report requestWeekly client report

Can you send our weekly stock report?

Client format and stock figures checked

Reporting periodThis week’s confirmed stock

Client report sentReport delivered. Copy saved.

Built around your operation.

We work around your reporting tools, source records and client requirements. Reports can include a team review before they are sent.

From warehouse data to a client report.

Use the agreed warehouse records.
Prepare the client’s layout and reporting period.
Flag missing or inconsistent information.
Send the approved report and keep a copy.

Before and after.

Client reporting: before and after
Daily work	Before	After
Report layout	Staff rearrange the same spreadsheet columns again.	Warehouse records go into the agreed client format.
Figures	Totals need another manual check between files.	Reports use the agreed source records and cutoff.
Delivery	Email reminders and saved copies depend on memory.	Approved reports are sent and a copy is kept.
Exceptions	Missing figures are noticed after the report is sent.	Incomplete information is flagged before client delivery.

See what’s improving.

Compare the time spent rebuilding spreadsheets. Check whether reports reach clients on time with fewer corrections.

Less spreadsheet workReports sent on timeFewer corrections

Compare time spent on one task.

Illustrative example. Enter your own figures.

Minutes beforeMinutes afterTimes per week

Time spent each week

Before8.3 hours

After5 hours

3.3 hoursTime freed each week

40%Less time per task

Same task volume, using the values above.

Common questions.

Can each client have a different report?

Yes. We agree the fields, layout and reporting period each client needs and build those requirements into the reporting process.

Can we approve a report before it is sent?

Yes. Your team can review reports that need a check, with automatic delivery reserved for the reports and rules you agree.

Will the figures match our WMS?

We agree which records and reporting cutoff to use, then test the totals with your team before launch.

What happens if information is missing?

The report is flagged for review so your team can resolve the missing information before it is treated as complete.

View Other Use Cases

Let’s simplify
your operation.

Your first project could qualify for free implementation.