Reports & Analytics
Pre-built reports, a custom pivot builder, and 95+ columns — no external BI tool required.
Key Capabilities
From one-click standard reports to fully custom pivot analysis with charts.
Pre-Built Report Library
Reports auto-seeded for every new company: sales by product, by customer, purchase analysis, vendor bill summary, inventory aging, low stock, stock velocity, and sales margin. Grouped by category.
Custom Report Builder
Build your own pivot reports from scratch. Pick a data source (sales, purchases, vendor bills, stock moves, current stock), choose grouping dimensions, select measures, add enrichment columns, and attach a chart.
95+ Column Registry
Central column registry with field path, display name, format type, width, and aggregation mode. Drag-and-drop column picker (SortableJS). Save column selections as named views.
Multi-Currency Pivot
Columns with currency_pivot_config auto-expand at runtime. Single-currency companies see a normal total. Multi-currency companies get home total plus one column per active currency.
How It Works
Select or Build
Choose from pre-built reports grouped by category, or open the Custom Report Builder to create your own pivot analysis from any data source — sales, purchases, stock, or bills.
Filter & Configure
Set runtime filters — date ranges, customers, suppliers, brands, warehouses. Customize columns, toggle totals, sort by any field. Custom reports add time grouping (daily to yearly) and Top N limiting.
Save, Chart & Export
Save views and custom reports for instant reuse. Attach bar, line, pie, or doughnut charts to custom reports. Export any report to Excel with one click — respects your column selection and filters.
Custom Report Builder
Build pivot reports from 5 data sources with configurable dimensions, measures, enrichments, time grouping, Top N limiting, and Chart.js visualizations. Save and share across your team.
- 5 data sources: Sales (Invoice Lines), Purchases (PO Lines), Vendor Bills, Stock Movements, Current Stock
- Dimensions per source: customer, supplier, brand, product, EAN, SKU, category, warehouse, location, move type
- Measures: quantity, revenue, cost, gross margin, margin %, avg price, line count, invoice/PO/bill count, stock value, on hand, reserved, available
- Time grouping: daily, weekly, monthly, quarterly, yearly — auto-truncates the source date field
- Enrichment columns: current stock, last buy price, standard cost, reorder point — joined from other tables at runtime
- Top N limiting at DB level, Chart.js visualization (bar/line/pie/doughnut), save as favorite, share with company
One Column Library for Every Report
Every piece of data you can report on — product name, revenue, quantity sold, margin, cost — is defined once in a central column library. When you open any report, you're picking from the same consistent set of fields. No duplicates, no mismatches between reports.
- 95+ data fields available across all reports — product details, financials, quantities, dates, suppliers, customers, warehouses, and more
- Every field has a consistent name, format, and behavior no matter which report you use it in — "Revenue" always looks and calculates the same way
- Drag-and-drop column picker lets you add, remove, and reorder columns to build exactly the view you need
- Save your column layout as a named view — load it instantly next time, or share it with your team
- Multi-currency columns automatically expand: if you trade in USD, EUR, and GBP, revenue splits into separate columns per currency plus a home-currency total
- New fields added to the library become available across all reports instantly — no manual setup per report
Standard Reports & Smart Reports
Most reports work automatically — pick your columns, set your filters, and the engine builds the results. For complex analysis like slow-moving stock or margin calculations, ToolHub includes purpose-built smart reports that handle the heavy lifting behind the scenes.
- Standard reports build themselves from your column and filter choices — no setup required, just pick what you want to see
- Smart reports handle analysis that goes beyond simple filtering: cross-referencing multiple data sources, running calculations, and surfacing insights
- Built-in smart reports: Low Stock alerts, Inventory Aging, Stock Velocity (fast vs. slow movers), and Sales Margin analysis
- More smart reports can be added over time without disrupting your existing reports or saved views
- Both types look and behave identically in the UI — same column picker, same filters, same export options
- Your company's data is always isolated — every report runs strictly within your own data, never mixing with other tenants
Saved Views & Excel Export
Arrange your columns, set your sort order, and save the layout as a named view. Next time you open the report, your view loads automatically. When you export to Excel, you get exactly what's on screen — same columns, same order, same filters.
- Save any column arrangement as a named view — create separate views for different workflows (e.g., "Daily Check", "Monthly Review", "Boss Report")
- Drag and drop columns into the order you want — the picker shows every available field, toggle them on or off with one click
- Set a default view that loads automatically when you open the report — skip the setup and get straight to your data
- Share a view with colleagues via URL — they see the exact same columns, sort order, and filters you configured
- Excel export matches your screen exactly — the columns you selected, in the order you arranged them, with your active filters applied
- Navigate through pages of results without losing anything — your filters, column choices, and sort order stay locked in as you browse
Works Seamlessly With
Reports That Actually Work
Pre-built reports, a custom pivot builder, and Excel export — all tenant-isolated and currency-aware.