Measure Guide

Enter physical counts next to each item’s system quantity — variances are calculated as you type

Summary shows how many items you’ve counted and how many have a variance

Creating the stocktake posts a stocktake transaction that adjusts inventory to your counts

Filter by location and category to count in smaller batches

Prefer step-by-step? The Guided Stocktake workflow (linked from the report) walks through the same count

Summary cards: total equipment tracked, total usage hours, and most-used equipment

Per-equipment detail: times used, total hours, and average hours per use

Date range presets plus location filter for multi-location equipment

Footer row with totals for usage count and hours

Forward traceability: what products were made from a specific batch of ingredient

Backward traceability: what ingredients went into a specific finished product

Shows the full chain: purchase → production → sale with batch numbers at each step

Columns: item name, batch/lot number, source, destination, date, quantity, unit

Essential for food safety recalls and supplier issue investigation

Shows every create, update, duplicate, and delete action across your records

Columns include date/time, the user who made the change, the action, and old vs new values

Filter by record type (inventory, transactions, team members, and more), action type, and location

Export CSV or PDF, or print, for compliance documentation

Revenue section: sales revenue, other income, and surcharges, less discounts = net revenue

Cost of goods sold and gross profit

Expense lines: operating expenses, marketplace fees and advertising, shipping, transaction fees, waste, losses, and donations

Net profit, plus tax collected — marketplace-collected tax is shown separately since it is not your liability

Filter by direct sales vs marketplace channels when a marketplace is connected

Classic running-statement layout: Revenue, Cost of Goods Sold, Gross Profit, Expenses, and Net Profit or Loss

Same underlying figures as the Income Statement, formatted as a traditional P&L statement

Tax collected is listed as a liability, separate from revenue

Export CSV or PDF, or print

Sales section: sales revenue and surcharges, less discounts = net sales

Expenses section: every expense line with total expenses

A quick health check when you don’t need the full income statement

Sales and fees summary for the selected channel and period

Seller services section breaks out listing, advertising, and similar marketplace charges

Sales detail table: date, order, items, gross amount, fees, tax, and net

Requires a connected marketplace such as Etsy

Summary cards: customer count, total revenue, and total orders for the period

Per-customer rows: revenue, orders, average order value, groups, and repeat-buyer status

Filter by customer group, or summarize the table by group for per-group subtotals

One row per referral source: customers, revenue, average order value, and orders

Shows which channels (markets, social, word of mouth, and so on) actually pay off

Referral sources are defined in Settings and set on each customer record

Lists all donation transactions by date and charity recipient

Shows donation amounts and descriptions

Totals by charity for easy reporting

Export for tax records

Each item shows beginning and ending quantity and value, plus the change over the period

Grouped by inventory category with per-category subtotals

Overall totals: beginning value, ending value, and change — useful for balance sheet and cost of goods sold work

Filter by location for multi-location businesses

Shows each depreciable asset with purchase date, acquisition cost, and method

Calculated values: annual depreciation, accumulated depreciation, current book value

Remaining useful life and residual/salvage value

Filter by location; export CSV or PDF for tax preparation

Summary band: items analyzed, below cost, below target, missing cost data, missing price, and average margin

One row per sellable item: price, unit cost, margin, gap to your target margin, and 90-day sales

Set your target margin and cost assumptions in the report settings

Optional AI Pricing Advisor panel suggests specific price changes (enable the AI pricing advisor in Account Preferences)

Three status categories: In Good Condition (<25% used), Moderate Wear (25-75%), Needs Replacement (>75%)

Summary cards show count of equipment in each status category

Per-equipment detail: purchase date, expected life, total hours, lifespan percentage with progress bar

Color-coded status: green (continue use), amber (budget for replacement), red (plan replacement soon)

Based on 2,000 work hours per year assumption

Only includes equipment with "Useful Life" configured

Columns: location, name, SKU, category, unit, and price

Sortable table with pagination and a location filter

Export as CSV or PDF, or print — handy for wholesale sheets and price tags

Summary cards: total capital tied up, dead item count, and estimated recovery

Two modes: by last sale (finished products) or by last use (materials and ingredients)

Per-item detail: on hand, unit cost, capital tied up, last sold or used, and days idle

Suggested discount per item with estimated recovery — tune the idle threshold and markdown aggressiveness

Part I - Income: gross receipts, returns, COGS, other income, gross income

Part II - Expenses: categorized by IRS tax categories with line number mapping

Part III - Cost of Goods Sold: beginning inventory, purchases, ending inventory

Tentative Profit and Net Profit/Loss calculations

Shows business information (NAICS code, description, accounting method)

Flags uncategorized expenses for review

Filing guidance: lists required forms (4562, 8829, SE, 8995)

Disclaimer: consult a tax professional for official filing