About Craftybase reports
Learn about the reporting capabilities of Craftybase.
Our powerful reports give you complete visibility on your production process so you can make better business decisions.
How to access reports
To access the reports area, click on the Reports tab in the top menu.
Basic vs. Advanced reports
Basic stock and inventory valuation reporting are available across all plans, whereas more advanced reports are only available on our Studio and above plans ( Learn more about our plans). Our reports and the plans they are available in, are detailed below.
What type of reports are available?
Material reports
Material reports focus on your material stock levels and valuations.
| Material reorder | All plans | All active materials either out of stock or marked as having low stock |
| Material adjustments summary | Studio+ | Summary of all manual adjustments made to materials within a selected date range |
| Material inventory worksheet | All plans | Manually record current material stock available. Used when backdating your stock into Craftybase or for any periodic stocktake |
| Material valuation summary | All plans | Value of your material stock on hand on the first and last date of a selected date range |
| Material traceability | Indie+ | All manufactures, expenses and orders associated with a particular material and lot number |
Product reports
| Product inventory worksheet | All plans | Manually recording current product stock available Used when backdating your stock into Craftybase or for any periodic stocktake |
| Product stock | All plans | All products and variations for a specific stock level status |
| Product adjustment | Studio+ | Summary of all manual adjustments made to products |
| Most popular products | Studio+ | All products sold ordered by number of units sold for each one |
| Top revenue generators | Studio+ | All products sold ordered by best grossing products |
| Product pricelist | Studio+ | Current configured price for each of your products and variations |
| Product location | Studio+ | All products for a specific location |
Order reports
| Orders summary | Studio+ | Breakdown of all orders placed within a selected date range |
| Orders by category | All plans | Breakdown of all orders placed within a selected date range by category |
| Orders by margin | Studio+ | Calculated margins based on your manufacture and expense data for each order |
| Taxable status summary | Studio+ | Breakdown of total revenue by taxable or non-taxable status. |
| Orders by customer location | Studio+ | Breakdown of total revenue by customer location |
| Orders by channel | Studio+ | Breakdown of total orders placed within a selected date range by Integration |
| Order manufacture picklist | Studio+ | Current and projected stock levels for all materials required to produce all products for a specified order or for orders within a specific date range |
Manufacture reports
| Manufacture summary | All plans | Number of products made and corresponding material and labor costs within a selected date range |
| Manufacture picklist | Studio+ | Shows the current and projected stock levels for all materials within a specified product or variation. This report is useful for checking how many products can be made using current stock available. |
| Order manufacture picklist | Studio+ | Current and projected stock levels for all materials required to produce all products for a specified order or orders within a specified date range |
Other reports
| Sales and expenditure | All plans | Total order revenue and expense for a specific period of time |
| Profit and loss | Studio+ | Total income and total expenditure for a specific time period |
| Schedule C guidance | Studio+ | Provides tallies you need in order to complete a IRS Form 1040 Schedule C |
| Expenses by category | All plans | Category breakdown of expenses logged in a specific time period |
| Customers (Frequency) | All plans | Customers that have purchased from you by their total number of orders |
| Customers (Revenue) | All plans | Customers that have purchased from you by amount of revenue they have generated |
Downloading and exporting reports
All of our reports can be exported to both PDF and CSV. The PDF file is a formatted view of your report and the CSV file displays raw data you can view using your preferred spreadsheet app.
Get help
If you're having trouble with creating or using a report, contact Craftybase Support for help.