Allocadence features 30+ off-the-shelf reports, generated using XML templates that are highly customizable. For specific information on any report and its capabilities, see the table below.
| Name of Report | Description | PDF? | CSV? | Filtering Criteria | Data columns included in report | Report Category |
| Inbound by Supplier | Listing of purchase orders en route to warehouse from a given Supplier. Can also include received purchase orders from the date range if user selects. | Y | Y | Enter Supplier, Enter End Date, Show Received POs Y/N | Supplier, Purchase Order Number, Date Required, Shipping Method, Ordered By Date, Order Prepared Date, Items Qty, Value | Inbound Reports |
| Purchase Orders Export By Date | Export of all PO data. Ideal for data exchange with external systems. | N | Y | Enter Supplier, Enter End Date, Show Received POs Y/N | Supplier, Purchase Order Number, Date Required, Shipping Method, Order By Date, Ordered Prepared Date, Items Qty, Value | Inbound Reports |
| Inbound By Date | Listing of purchase orders en route to warehouse in a given Date Range. Can also include received purchase orders from the date range if user selects. | Y | Y | Start Date, End Date, Show Received POs Y/N | Supplier, Purchase Order Number, Date Required, Shipping Method, Ordered By Date, Order Prepared Date, Items Qty, Value | Inbound Reports |
| Purchasing By Supplier Summary | Purchase Orders to a specific Supplier broken down by month, listing how many POs were created and how many were completed (received). Also includes $ value of purchases by month. | Y | N | Enter Supplier, Enter Start Date,Enter End Date | Date Required, Supplier, Items, Value, Orders, Completed | Purchasing Reports |
| Purchasing by Category | Purchase Orders for a specific product category broken down by month and Supplier, listing how many POs were created and how many were completed (received). Also includes $ value of purchases by month. | Y | N | Enter Category, Start Date, End Date | Date Required, Supplier, Items, Value, Orders, Completed | Purchasing Reports |
| Purchasing By Supplier Detail | Expands on the data listed in Purchasing by Supplier Summary, by listing the specific items included and the date of each individual PO. | Y | N | Enter Supplier, Enter Start Date,Enter End Date | Date Required, Supplier, Items, Value, Orders, Completed, SKU, Category, Description, Quantity, Uom, Cost, Vendor Code | Purchasing Reports |
| Purchasing By Item | Purchase Orders for a specific product SKU broken down by month and Supplier, listing how many POs were created and how many were completed (received). Also includes $ value of purchases by month. | Y | N | Enter SKU, Enter Start Date,Enter End Date | Date Required, Supplier, Items, Value, Orders, Completed | Purchasing Reports |
| Current Cost of Inventory By Category | Total value of all in-stock inventory, broken down by category. Includes count of total items and average cost. | Y | Y | Enter Warehouse | Categories, Total Cost, Total Count, Avg Cost | Inventory Reports |
| Current Cost of Inventory By SKU | Value of in-stock inventory broken down by individual item SKU. Includes count of total items and average cost. | Y | Y | Enter Warehouse | Categories, SKU, Description, Total Cost, Total Count, Avg Cost | Inventory Reports |
| Inventory In Stock | Listing of all in-stock inventory by SKU, quantity in stock, and each item’s default reorder point for comparison. | Y | N | SKU, Category, Description, UOM, InStock, Expiry, Re-Order | Inventory Reports | |
| Expiring Inventory | Listing of items that will expire within the selected date range. | Y | N | Enter Expiration Date From, Expiration Date To | SKU, Description Qty, Expire Date, Location | Inventory Reports |
| Unallocated Order Items | Listing of items waiting for fulfillment that are either backordered, or otherwise not yet allocated from stock. | Y | Y | SKU, Description, Available, Allocated, Ordered | Inventory Reports | |
| Delivered Inventory | Cumulative totals of items received within the selected date range. | Y | Y | Enter Delivered From, Delivered To | SKU, Category, Description, Qty, UOM, Client | Inventory Reports |
| Received Inventory | Detail of each receiving event and totals for each SKU within the selected date range. | Y | Y | Enter Delivered From, Delivered To | SKU, Category, Description, Qty, UOM, Client, Received Date | Inventory Reports |
| Serial Numbers By Location | All serialized items in stock, broken down by Location and SKU. | Y | N | Serial Number, SKU | Inventory Reports | |
| Accuracy Measurements | Accuracy record (%) of cycle counts completed within the date range. | Y | N | Enter SKU, Accuracy Percentage Minimum, Accuracy Percentage Maximum, Count Date From, Count Date To | Location, Accuracy, Completed By | Inventory Reports |
| Inventory In Warehouse | Listing of inventory broken down by SKU | Y | N | Enter SKU, Category, Warehouse | Warehouse, In Stock Qty, Allocated Qty, Available Qty | Inventory Reports |
| Inventory Usage Summary | High level overview of stock in/out activity over the past 12 months. | Y | N | Enter SKU, Category | SKU, Description, Current Qty, ReOrder Point, Owner, From No., 1st Date | Inventory Reports |
| Lot Numbers By Location | All lotted items in stock, broken down by Location and SKU. | Y | N | Lot Number, SKU, Quantity | Inventory Reports | |
| Stock In/Out Details | Full detail of all in/out activity for a SKU or product category over a date range. | Y | N | Enter SKU, Category, Date From, Date To | SKU, Description, Current Qty, ReOrder Point, Date, Number of Events, Transaction Type, User Total Charge, ID, Quantity | Inventory Reports |
| Stock In/Out Summary | Starting & ending quantity for a SKU or product category over a date range. | N | Y | Enter Warehouse, SKU, Category, Date From, Date To | Warehouse, SKU, Description, Category, UOM, Starting Qty, Added Qty, Deducted Qty, Ending Qty | Inventory Reports |
| Kit Summary | Export of Bills of Material (BOM) detail for all kit items. | N | Y | Kit item SKU, Component SKU, Quantity, UOM | Inventory Reports | |
| Assembled Items | Summary of Items Assembled within a given date range. Includes Items used to Assemble. | Y | Y | Date From, Date To | Work Order #, Assembled SKU, Description, Created On, Completed On, Assembled Qty, Assembled UOM, Line #, Component SKU, Description, Qty, UOM | Inventory Reports |
| Inventory Export | Full export of inventory data. | N | Y | Warehouse, Include Out of Stock?, Breakdown by Location?, Breakdown by Lot Number? | All columns of stored item definition data, plus: Warehouse, Location, Qty, Lot Number | Inventory Reports |
| Inventory Forecast | Forecast of inventory needed for the next week and the next month. | N | Y | Warehouse | Client, SKU, In-Stock, Allocated, Unallocated, Sellable, Incoming, Shipped (all time), Daily Avg (30 days), Days Left (30 day velocity), Daily Average (7 days), Days Left (7 day velocity) | Inventory Reports |
| Incomplete Orders | Listing of all open orders. | Y | N | Order No, Date, Account, Consignee, City, State, Zip, Ordered, Picked, Shipped | Fulfillment Reports | |
| Daily Item Orders | For a selected day, gives listing of items sold and dollar value of sales. | Y | N | Enter Report Date | SKU, Description, Quantity, Actual Sales Amount, Undiscounted, FMV | Fulfillment Reports |
| Detailed Customer Orders | Listing of all customer orders and a breakdown of items included in each over a date range. | Y | Y | Enter Start Date, End Date | Co Number, Placed On, Completed On, Customer, Created By | Fulfillment Reports |
| Order Returns | Summary of customer returns during a specified period. | Y | N | Enter Start Date, End Date | CO Number, RMA Number, Customer Name, Returned Date, Ordered, Returned | Fulfillment Reports |
| Order Summary | All customer orders over a date range, including the picked/shipped status. | Y | N | Enter Customer, Date From, Date To | Order No, Date, Cosignee, City, State, Zip, Country, Create By, Ordered, Picked, Shipped | Fulfillment Reports |
| Quick Issue Orders | Listing of all Quick Issue events over a date range. | Y | N | Enter Date From, Date To | Order No. Date, Created By, Ordered | Fulfillment Reports |
| Ready To Ship | Orders that are currently allocated, picked, and ready to ship. | Y | N | Order No, Date, Cosignee, City, State, Zip, Ordered, Picked, Shipped, Pick % | Fulfillment Reports | |
| Orders Export By Date | Export of all customer order data. Ideal for data exchange with external systems. | N | Y | Enter Start Date, End Date | Customer Order #, Customer Order Ref, Order Source, SKU, Order Qty, Ordered UOM, Completed on, Already Shipped, Ship Notes, Unit Cost, Placed On, Custom Field1,Unit Price, Total Price, Description, UPC/EAN, Category, Weight, Default Econ No, Recommended Retail Price, Manufacturer Website, Serializable, Drop Ship, Perishable, Track Lot, Line #, Title, Name, Surname, Supervisor, Email, Shipping Code, Shipping Company, Shipping Name, Shipping Address 1, Shipping Address 2, Shipping Address 3, Shipping City, Shipping State, Shipping Country, Shipping Zip, Shipping Phone, Default Shipping, Use as Billing, Billing Code, Billing Company, Billing Name, Billing Address 1, Billing Address 2, Billing Address 3, Billing City, Billing State, Billing Country, Billing Zip, Billing Phone, Default Billing, Created By, Item Owner, Model No, Tracking No, Company | Fulfillment Reports |
| Shipments For Carrier | Shipments broken down by carrier over a date range, including shipment tracking numbers. | Y | N | Enter Carrier, Shipped Date From, Shipped Date To | Date, Order Number, Customer, Address, City, State, Tracking Number | Shipments Reports |
| Shipment Detail | Listing of shipments by date range for one or all carriers, with additional detail including shipment cost. | Y | Y | Enter Warehouse, Carrier, Shipped Date From, Shipped Date To | Order No, Customer No, Ordered On, Customer Name, Items, Shipped On, Shipping Carrier | Shipments Reports |
| Shipped Items by Date | Listing of shipments with additional detail on what items are included in each shipment. | Y | N | Enter Shipped Date From, Shipped Date To | SKU, Description, Qty, Ship Date, Tracking No, Customer, Company | Shipments Reports |
| Shipment Cost Report | Cumulative total of shipment costs for all carriers, totals broken down by carrier, and average cost per shipment for each. | Y | N | Enter Carrier, Shipped Date From, Shipped Date To | Carrier, Shipments, Average (per shipment), Cost | Shipments Reports |
| Client Statement | (For 3PL providers) Breakdown of shipping & handling charges due for a specific client for a specific period, including amount for each order and a grand total. | Y | Y | Enter Shipped Date From, Shipped Date To | Order Number, Customer, Tracking Number, Shipped Date, Carrierm Service, Weight, Shipping & Handling | Shipments Reports |
| Customer Shipping Methods | Breakdown of shipping methods used for a given date range | Y | N | Enter Customer (optional), Date From, Date To | Carrier, Service, Shipments, Percentage | Shipments Reports |
| Shipment Summary | Summary of each day’s shipments in the date range, including number of shipments by carrier and the cost. | Y | N | Enter Carrier (optional) Shipped Date From, Shipped Date To | Carrier, Orders, Shipments, Cost, Voided, Void Total | Shipments Reports |
| Shipped Item Totals | Cumulative totals of items shipped over a date range, broken down by SKU. | Y | N | Enter Warehouse, Shipped Date From, Shipped Date To | SKU, Category, Description, Quantity, Client | Shipments Reports |
| Client Summary | (For 3PL providers) Summary of all 3PL fulfillment clients and their shipping/handling charges for the selected date range. | Y | N | Enter Shipped Date From, Shipped Date To | Client, Shipping & Handling | Shipments Reports |