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Who this is for: Brand users, reps, and account (buyer) users. Most reports are for brand users and reps; buyers see a smaller set focused on their own account.
Go to Reports in the left sidebar to open the reports hub. Each tile opens a dedicated report with filters, export, and drill-down.

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Reports for all roles

Account (buyer) users see these two reports plus any buyer-specific dashboard widgets.

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Reports for brand users and reps

Brand-only reports (not visible to reps):

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Favorites

Click the star on any report tile to pin it to Favorite Reports at the top of the hub. Favorites are saved to your account.

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Running and exporting a report

  1. Click a report tile.
  2. Set filters (date range, rep, account, product type, etc.).
  3. Review results in the table or chart.
  4. Use Export to download CSV where available.

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Automated report emails (brand users)

Brand users can schedule recurring emails to reps and buyers under Settings → Notifications & Reports: Toggle each report on, choose weekly or monthly delivery, pick the day, and use Send now to test before the first scheduled send.
  • Dashboard — pin key metrics as dashboard widgets
  • Inventory & ATS — how inventory data feeds shortage and incoming-inventory reports