Operational reporting

Answer a specific question with the records behind the answer.

Your team may need a list of orders waiting for stock, shipments that have not reached finance or items whose balances disagree. We develop the data connections and report around that question.

Agree what the total includes

“Open orders” can mean accepted orders to sales and unshipped quantities to the warehouse. We settle that definition with the people using the report, including how returns and partial cancellations affect it.

The finished view needs a source update time and a way to inspect its records. A failed refresh should be visible, rather than leave yesterday’s figure looking current.

We can start with the spreadsheet you use now. Send it with one question it cannot answer. Read the report definition note for a worked example.

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Read the storage policy