Helm's Reporting Suite

The reporting suite is a robust analytical platform designed to provide an unparalleled overview of your business operations. It meticulously tracks performance across key areas, including inventory, order fulfilment, supplier interactions, and courier activity. By presenting both real-time data and historical trends, the suite empowers you to precisely monitor efficiency, pinpoint potential bottlenecks, and make strategic business decisions with absolute confidence.

Whether your organisation manages a singular site or orchestrates a complex multi-warehouse network, Helm's intuitive reporting tools ensure your team remains consistently proactive and data-driven.

When to Leverage Helm's Reports

Utilise Helm's Reporting Suite to:

• Optimise Inventory Management: Understand stock levels, identify slow-moving items, and manage replenishment effectively.

• Enhance Order Fulfilment: Track order progress, identify picking inefficiencies, and manage returns seamlessly.

• Improve Supplier Relations: Monitor purchase order performance and goods-in accuracy

• Refine Shipping Logistics: Analyse courier performance, service usage, and packaging efficiency.

• Inform Financial Strategy: Identify top-selling products and analyse customer spending patterns.

• Ensure Compliance and Traceability: Track batch, serial numbers, and expiry dates for regulatory adherence and quality control.

Key Reports Available

Helm provides a diverse range of reports, categorised for ease of navigation and comprehensive analysis.

Orders

These reports offer detailed insights into your order lifecycle, from initial placement through to despatch and returns:

• Full Orders Report: A comprehensive overview of all orders, including status, customer details, and order value

• Consolidated Orders Report: Aggregates order data, useful for high-level analysis of order volumes and trends

• Sales Line Report: Detailed breakdown of individual sales lines, including product, quantity, and price

• Back Orders Report: Identifies all orders containing items currently out of stock, allowing for proactive management

• Order Returns Report: Tracks all returned orders, providing insights into return reasons and volumes

• Stock Replenishment Report: Highlights products requiring reordering based on sales velocity and current stock levels

• Incomplete Pick Report: Pinpoints orders where picking has started but not yet been completed, aiding in workflow management

Inventory

Gain granular control and visibility over your stock with these essential inventory reports

• Assemblies Report: Details the components and quantities required for assembled products (kits/bundles)

• Stock Sales Report: Provides a historical view of product sales performance

• Stock Locations Report: Shows the precise location of each SKU within your warehouses

• Stock Level Report: Displays current stock on hand for all products

• Low Stock Report - Global: Identifies products nearing reorder levels across all locations

• Low Stock Report - Location: Pinpoints low stock items at specific warehouse locations

• Stock Transaction Report: A detailed log of all stock movements (in, out, adjustments)

• Stock Value Report: Provides the current monetary value of your entire inventory or specific parts

• Stock Value History: Tracks changes in your inventory's monetary value over time

• Global Inventory Stock Overview: A high-level summary of total stock across all locations

• Back Order by SKU: Shows specific SKUs that are currently on back order

• Despatched Auxiliary Packaging: Reports on the auxiliary packaging materials used for despatched orders

Purchasing

Monitor and optimise your procurement process

• Purchase Order Report: Overview of all purchase orders, their status, and associated suppliers

• Goods In Report: Details incoming stock, linking it to specific purchase orders

• Product Deliveries Report: Tracks the status and details of product deliveries from suppliers

Batch/Serial Numbers and Expiry

Ensure traceability and manage perishable goods effectively

• Batch Number Report: Provides traceability for products managed by batch numbers

• Serial Number Report: Offers individual item traceability for products managed by serial numbers

• Batch/Serial Allocation Report: Shows which batch or serial numbers have been allocated to specific orders

• Expiring Products Report: Alerts you to products nearing their expiry date, crucial for inventory rotation

• Despatched Batches/Serials Report: Confirms which batches or serial numbers were included in despatched orders

Financial

Analyse sales performance and customer spending to inform financial planning

• Top Selling Report: Identifies your best-performing products by sales volume or value

• Customer Spending Report: Provides insights into individual customer purchasing habits and total spend

Shipping

Monitor and refine your shipping and delivery operations

• Courier Report: Performance analysis of your chosen couriers

• Courier Service Report: Breakdown of usage and performance across different courier services

• Shipping Report: Comprehensive data on all despatched shipments

• IOSS Report: (For businesses shipping to the EU) Reports on consignments managed under the Import One Stop Shop scheme

• Packaging Report: Analysis of packaging types and quantities used in shipments

• Time-Based Picking Report: Evaluates the efficiency of your picking processes over specific time periods

History

Access historical data for long-term trend analysis and auditing

Example of how a user might interact with a report:

How to Generate a "Low Stock Report - Global"

This report is crucial for proactive inventory management, highlighting products that require reordering across all your locations

1. Navigate to Reports: From the Helm Dashboard, select Reports from the main navigation menu

2. Select Inventory Category: click on Inventory

3. Choose "Low Stock Report - Global": Locate Low Stock Report - Global from the list of available inventory reports

4. Include Archived Inventories: Yes or No

5. Generate Report: Click the Download Report button

6. Review and Export: The report will display on screen. You can typically export this data to a CSV or Excel file for further analysis by clicking the Export icon