Reports

From raw data to reports you can actually use

Track key metrics like net profit, turnover, and inventory value in real time. BoxHero turns raw inventory and sales data into clear reports, so you can catch issues early and adjust before they cost you.

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Metrics
Get key numbers instantly with built-in calculations, no setup required.
Formulas
Create the exact metrics your business needs with your own formulas.
Trends
Spot patterns over time and turn them into data-backed decisions.

Quick Reports

Get instant insight from your inventory with ready-to-use metrics. Track KPIs, filter by date and location, and see which items need reordering. No setup required.

Core KPIs

Track key metrics like inventory value, turnover, and net profit from a single report. Choose a predefined formula from the library and it updates automatically.

Filters & Ranges

Refine any report by date range, location, or item attribute to see exactly what you need. Compare performance across periods and sites to spot what’s working and what isn’t.

Stock Movement

See how inventory flows in and out with stock transactions, moves, and adjustments. Daily averages and days of stock show how fast items sell and how long your current stock will last.

Formula Builder

Build the exact calculations your business runs on with familiar, spreadsheet-style tools. Use built-in functions, pull from your live inventory variables, and save custom formulas to reuse across reports.

Spreadsheet Functions

Build custom formulas using familiar functions like arithmetic, IF statements, and rounding. If you’ve written a formula in Excel, you already know how to create one here.

Inventory Variables

Pull from variables like current stock, selling price, and transaction frequency. Insert a variable or reference a saved attribute, then combine them into the metric you need.

Reusable Metrics

Track the indicators specific to your business, from profit margins to product performance. Save the formulas you build and reuse them across reports as your needs change.

Custom Analytics

Explore your data freely and turn the answers into something you can act on. Ask questions in plain language, build tailored reports, and visualize the results as charts.

Ask a Question

Type a question in everyday words and the AI Assistant writes the query and runs it for you. No technical skills required, and you can adjust your question anytime to refine the results.

Advanced Reports

Go beyond standard metrics by querying your data to answer more specific questions, combining conditions across items, suppliers, and date ranges. Write your own SQL with full control and save the reports your team reuses most.

Charts & Graphs

Turn any report into a bar, line, or pie chart to spot trends at a glance. Export the underlying data to Excel whenever you need to dig deeper or share with your team.

Reporting for any kind of business

FAQ

Add the “Inventory Value” formula from the predefined metrics library. It multiplies each item’s cost by its current quantity, and you can filter by date or location to value your stock at a specific point in time.

Yes. All reports in BoxHero can be exported to Excel for further analysis, recordkeeping, or sharing with your team.

No. The AI Assistant turns plain-language questions into queries for you and runs them automatically. If you do know SQL, you can write or edit queries directly for full control.

Yes. Filter reports by custom date ranges to compare performance across periods, or use Custom Analytics for month-over-month, quarterly, and year-over-year analysis.

Predefined metrics are ready-to-use calculations like net profit and inventory turnover that work out of the box. Custom formulas let you build your own calculations using spreadsheet-style functions and your live inventory variables.

Check out other related features

Purchases & Sales
Create purchase and sales orders, then receive or ship them in full or in batches. Send invoices by email or PDF, apply taxes and discounts, and handle returns against the original order.
Learn more
Multiple Locations
Manage inventory across warehouses, stores, and stockrooms, all from one place. See how much you have at each site, and move stock between locations with full tracking history.
Learn more
Excel Import & Export
Add and update items straight from a spreadsheet, from prices and quantities to SKUs. Download a template that matches your columns, then export back to Excel whenever you need.
Learn more

Use AI to build the reports you need

Ask a question in plain language and get a custom inventory report instantly. BoxHero’s AI Assistant writes the query behind the scenes and shows your results in clean, easy-to-read tables.