> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keystoneb2b.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Run pre-built reports and schedule automated email delivery.

<Note>
  **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.
</Note>

Go to **Reports** in the left sidebar to open the reports hub. Each tile opens a dedicated report with filters, export, and drill-down.

## Reports for all roles

| Report                | Description                             |
| --------------------- | --------------------------------------- |
| **Open Order Report** | Unfulfilled orders with export          |
| **Invoice Report**    | Invoices and credit memos by date range |

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

## Reports for brand users and reps

| Report                          | Description                                          |
| ------------------------------- | ---------------------------------------------------- |
| Customer Sales Summary          | Sales summary by customer                            |
| Invoiced by Product Type        | Invoice data grouped by product type                 |
| Prebooks by Product Type        | Prebook orders by product type                       |
| Incoming Inventory              | Out-of-stock SKUs with scheduled incoming POs        |
| Product Shortages               | Open orders not fully covered by available inventory |
| Year-over-Year Sales Comparison | Monthly revenue this year vs. last year              |
| Display Shipments               | Display products shipped by account or type          |
| Commissions Report              | Commission calculations and breakdowns               |
| Customer Lists                  | Manage and export customer lists                     |
| Invoiced by Segment             | Sales segmented by customer segment                  |
| Account Booking Coverage        | Accounts missing prebook commitments by month        |
| Account Contacts                | Contact information for all accounts                 |
| Top Performing Accounts         | Highest-revenue accounts                             |
| New Accounts                    | Accounts with a first order in a selected window     |
| Average Reorder Rate            | Days between orders by account, rep, or brand        |
| Territory Map                   | Interactive map of accounts by rep territory         |

Brand-only reports (not visible to reps):

| Report                | Description                             |
| --------------------- | --------------------------------------- |
| **SKU Reports**       | SKU-level sales and inventory analysis  |
| **Margin Calculator** | Margin analysis with custom date ranges |

## 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.

## 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.

## Automated report emails (brand users)

Brand users can schedule recurring emails to reps and buyers under **Settings → Notifications & Reports**:

| Report                 | Recipients | Frequency         |
| ---------------------- | ---------- | ----------------- |
| Sales vs Forecast      | Reps       | Weekly or monthly |
| Customer Sales Summary | Reps       | Weekly or monthly |
| ATS Report             | Reps       | Weekly or monthly |
| Upcoming Orders        | Buyers     | Weekly or monthly |
| Monthly Review         | Buyers     | Weekly or monthly |

Toggle each report on, choose weekly or monthly delivery, pick the day, and use **Send now** to test before the first scheduled send.

## Related

* [Dashboard](/features/dashboard) — pin key metrics as dashboard widgets
* [Inventory & ATS](/app-guide/inventory) — how inventory data feeds shortage and incoming-inventory reports