Analysis Report

Inventory Analysis Report Overview

The Inventory Analysis Report screen within SapphireOne Inventory Reports Menu enables the user to print sales analysis reports over set time periods. This includes reports such as Sales Analysis, Period Sales Analysis, MTD Analysis, TTD Analysis, Period Stock Movement, Period Stock Analysis, Matrix Stock, Client Order Item Matrix and Client Order Item Matrix Export.

Inventory-Inventory-Analysis

When the Analysis Report is selected from the Inventory Reports Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the Analysis Report.

The user can select from the Print Destination, Inventory Type, Report Type, Report Sort Order and Report Selection drop-down menus to determine the preferred report layout. Reports are created using a combination of the selected metrics.

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

Print Destination Menu

The Print Destination Menu allows the user to choose the destination for the Report, and select from the options Printer, Custom Report, Quick Report and Labels.

Printer  Tells SapphireOne to send the report straight to the Printer. 
Custom Report  This allows the user to create a custom designed report. Once selected SapphireOne will use this option on the Print Destination menu. 
Quick Report  Selecting this option will open the Sapphire Quick Report function. 
Labels  Selecting this option will open the Sapphire Label Design Report Editor, allowing the user to design Labels as required. Labels can be designed and printed on a sheet or roll.

Inventory Type Menu

The Inventory Type Menu allows the user to select if they would like to report on Base Inventory or Location Inventory.

Base Inventory SapphireOne will report on all Base Inventory.
Location Inventory  SapphireOne will report on all specific Location inventory.

Report Type Menu

Selecting the Report Type option will enable the user to select the time period for the report. The main time periods are a Period, Month To Date, Year To Date and a Total To Date. 

Sales Analysis This report is a compressed copy of the Analysis Report and shows the profit on sales for Month to Date and Total to Date.
Period Sales Analysis  This report is a sales analysis for each period. 
MTD Analysis  This report is an analysis on the MTD sales. 
TTD Analysis  This report is an analysis on the TTD sales. 
Period Stock Movement  This report is an analysis of the selected period. The report includes Sales, Purchases and Net for all inventory items. 
Period Stock Analysis  This report is an analysis of the selected period, and includes the Quantity, Average Cost and Valuation of the inventory.
Client Order Item Matrix  This report in landscape format will print any orders in SapphireOne that are matrix items. It will be by client and will be printed as a table. 
Client Order Item Matrix Export  This report is similar to the Client Order Item Matrix, however the user is asked for a name and a location to save the tab delineated text file that is to be generated using this selection. 

Report Sort Order Menu

The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:

No Sort This will not apply any additional data sorting.
By ID This will sort the order of the data by Inventory ID.
By Class This will sort the order of the data by Inventory Class.
By Supplier This will sort the order of the data by Vendor.
By YTD Sales Value This will sort the order of the data by the Year To Date Sales Value.

Report Selection Menu

The Report Selection Menu allows for additional sorting of report criteria.

Active Only This will display all inventory items, excluding inactive inventory items.
All Records  This will display all inventory items, including inactive items.
Master Table Only  This will display the Master Build inventory items.
Build Item Only This will display all Build inventory items.

Report Buttons

Background Button Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.
Print Button Select this to Print the Report.
Cancel Button Select this to Cancel the Report.
Record List Button Selecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.
Options Button The Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue Button Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.

The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports functionalities.


You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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