Spot drift before it becomes a write-off
Aging stock, slow movers, and variance reports flag items losing value or accuracy. Catching drift early is cheaper than discovering it at year-end.
Feature
Real-time reports
A stocker confirms a receipt at 9:47am. By 9:47am, the inventory value report reflects it. Reports in Order3 are queries against the live ledger. Every scan, transfer, count, and approval feeds the same data the leadership team reads. No nightly batch. No reconciliation lag. The number on the floor matches the number in the office.
What you get
Three outcomes operators can see
Hand finance a cleaner inventory value
Inventory value reports tie to movement records, not a separate spreadsheet. Period close conversations focus on real differences rather than reconciling formats.
Make replenishment decisions with confidence
Usage and on-hand views, broken out by location, give purchasers the picture they need before approving a draft from the agent or placing an order manually.
How it works
From action to record
- 01
Choose a report
Pick from inventory value, low stock, movement history, aging stock, count variance, and usage. Sensible defaults, no blank page.
- 02
Filter by item, vendor, or location
Narrow to the slice that matters: a single category, a vendor, a region, a date range. Filters compose, so you can drill from broad to specific.
- 03
Drill into source movements
Click any row to see the underlying receipts, transfers, counts, and approvals. The report is a window on the ledger, not a separate copy of the data.
- 04
Export or share the view
Export to CSV for finance or share a saved view with a teammate. Shared views respect permissions, so users only see locations they're allowed to see.
How it works
How reports work
Reports in Order3 are not periodic exports run against a stale warehouse. They're queries against the live ledger. Every scan, transfer, count, and approval feeds the same data the reports read. When a stocker confirms a receipt on the mobile app, the inventory value report updates the same minute. Defaults are tuned for SMB operators: inventory value uses average cost unless you choose otherwise; aging buckets default to 30, 60, 90 days; low stock uses each item's reorder threshold. Change any of those, but the goal is a useful view on the first click, not after twenty minutes of configuration.
In your day
Where it fits in your day
Warehouse leads start the morning on the low stock and aging stock reports to plan the day. Retail operators check movement history before deciding which store to pull from for a transfer. Manufacturing teams use raw materials usage to spot lines running hot. Finance teams pull the inventory value report at month-end. Because every report is a view on the same ledger, two people looking at the same filter see the same number. There is no version of the workbook that has been edited locally. That's the most common complaint with spreadsheet inventory, and the one reports are explicitly designed to remove.
Controls
What you keep in control
Reports respect location-scoped permissions. A user who can only see one store will not see workspace totals from other stores. Shared views inherit the viewer's permissions, not the creator's. Saved views capture filters, columns, and sort order: read-only by default, shareable with named teammates. Exports write to the activity log with who exported, when, and which filters were applied. A clean trail for audit-sensitive industries. None of this requires a separate analytics tool or a data engineer to maintain.
Real-time reports FAQ
How real-time is real-time?
Reports update from the same ledger that scans and approvals write to, so a confirmed scan typically appears in the relevant report within seconds. No nightly batch. The exception is a small number of derived values like rolling averages, which compute on a short delay measured in minutes, not hours. If you are looking at a report and a number seems stale, refresh. You will usually see the latest event reflected.
Can I export reports to a spreadsheet?
Yes. Every report exports to CSV with the current filters and columns applied. Exports write to the activity log with the user, the timestamp, and the filter set, which gives finance a clean audit trail. We do not currently push reports to BI tools out of the box. If that matters to your team, let us know and we will scope it. The goal is to keep operating reports inside Order3 and let finance pull a CSV when they need one for accounting.
What reports come out of the box?
Inventory value, low stock, movement history, aging stock, count variance, and usage by item or location are the standard report set. Each has sensible defaults so the first view is useful without configuration. Custom report building is on the roadmap; today, the path for custom views is to filter and save a built-in report. If a report you need is missing, tell us. We are prioritizing additions based on what operators are asking for.
Do reports respect location and role permissions?
Yes. A user scoped to a single store or a single warehouse sees totals only for the locations they have access to. Shared and exported views inherit the viewer's permissions, not the creator's, so a manager cannot accidentally share a workspace-wide report with a location-scoped user. Enforcement happens at the data layer, not in the UI, which means even API-level access to reports respects the same rules.
Can I see the underlying transactions behind a report total?
Yes. Click any row to drill into the source events: receipts, scans, transfers, counts, adjustments, and approvals. Each event shows the user, location, item, quantity, and timestamp, plus any notes attached. This is how you answer questions like 'why did inventory value drop by $4,200 last week'. The report is a window on the ledger, so the answer is one or two clicks away rather than a manual investigation.
Try Real-time reports in Order3.
Start with one recurring inventory problem. Add the SKUs, locations, and counts that matter first, then bring in expert help when the rollout gets complex.