Overview
The standard reports in AGR take on a Management by Exception (MBE) approach, designed to help you focus on critical issues by highlighting exceptions in your inventory data and action that might need to be taken.
Some reports prompt you to prevent an issue from arising;
Other reports assist you in minimizing the impact of current issues on your supply chain.
A Report is a dynamic list of items that match the filters configured in View Settings. Therefore, the set of items in the Report will change as data is updated.
Details & Recommendations
Daily Reports
Recommended daily review.
Name | Category | Description | Recommendations |
Move In 
| Supply Management - Stockout | Shows items for which a stockout period will occur before the current purchase order is delivered. | Consider using another vendor or try to expedite the order by contacting the vendor directly. |
Move Out  | Supply Management - Overstock | Identifies items for which the estimated stock on the delivery date is 30% higher than the sum of the safety stock and demand for that order period. The current Purchase Order will introduce an overstock level. | Contact the vendor and ask them to delay or cancel the Purchase Order, depending on the stock/demand situation.
Use the “Days Cover Committed” column to sort items that will create the most excess stock. |
Review Before Stockout 
| Supply Management - Stockout | Highlights A-items for which the stock level is less than 50% of the suggested safety stock for that order period. | Review the item list and re-order as needed. Prioritize the items with the biggest impact on your revenue stream.
For this purpose, it is possible to filter items with columns such as “Sale value last 12 months” and sort them in descending order. |
Urgent Order Required  | Supply Management - Stockout | Indicates items for which a stockout will occur or has occurred already before the vendor’s next order is delivered. | Review the item list and reorder the items considered most relevant. |
Weekly Reports
Recommended weekly review.
Name | Category | Description | Recommendations |
Fast Demand to FC this month  | Demand Management - Stockout | Shows items that have a sales spike in the current month, 3x higher than forecast. | Adjust parameters in AGR if the sales value is inflated and does not match reality.
If the item is considered relevant, order more of it or more frequently. |
New items with no forecast  | Lifecycle Management - Phase In | Highlights new items that currently lack a forecast.
New items are items that have never sold or have a first sale date within a given period (customizable). | Apply a forecast or secure a first buy to have the item available in your warehouse or stores. |
Slow demand to FC this month  | Demand Management - Overstock | Shows items that sold 3x slower than what was forecasted for the current month. | Adjust parameters in AGR if you believe that the forecast is inflated and does not match reality.
Increase the sales effort.
If this item is no longer as relevant as before, order less of it and/or less frequently. |
Monthly Reports
Recommended monthly review.
Name | Category | Description | Recommendations |
High Forecast Uncertainty  | Demand Management - Forecast Accuracy | Highlights non-seasonal products with high forecast uncertainty due to irregular sales history.
As a result, these items may call for an excessively high safety stock. | Review the sales history and reduce sales spikes if necessary. Decrease the confidence factor if the safety stock is causing overstock.
Check the Settings > Forecast tab for the following options:
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High Forecast Uncertainty - Seasonal Items 
| Demand Management - Forecast Accuracy | Identifies products that despite having a seasonal demand pattern, still exhibit high forecast uncertainty. | The recommendations are the same as in the report above. |
Recent High Demand  | Demand Management - Stockout | Shows items where last month’s sales are 3x higher than the sales average in the last 12 months. It indicates a growing sales trend. | To prevent stockout periods:
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Recent Low Demand  | Demand Management - Overstock | Shows items where last month’s sale is less than 1/3 of the sales average in the last 12 months. | To prevent overstock periods:
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Recent negative Demand  | Demand Management - Overstock | Indicates whether last month's returned quantity was higher than the last month's sales. | Products with higher returns than sales may have defects or quality issues and should be removed from the market as quickly as possible. |
Analysis Reports
Analysis reports focus mostly on labeling items and less on highlighting deviations.
Name | Category | Description | Recommendations |
ABC report  | Analysis | Provides a list of items categorized into ABC categories, according to their importance. | Adjust the ABC metrics in the Settings tab for the most accurate evaluation.
We recommend setting the confidence factor in line with the ABC classification to ensure that items with the biggest impact on revenue have the highest service level. |
Closed Items with Open Purchase Order  | Lifecycle Management - Phase Out | Shows items that are closed in the ERP system but have an open Purchase Order. | Check the Purchase Order’s status and if it is possible to cancel it. Evaluate which item numbers should be closed. |
Closed Items with Stock  | Lifecycle Management - Phase Out | Shows items that are closed in the ERP system but have a stock count. | Put stock on sale (discount).
Transfer stock to an alternative item number.
Write off stock. |
Days Cover on hand above 6M  | Supply Management - Overstock | Shows overstocked items where active sales items have over 6 months of stock cover. | If the items are at risk of becoming obsolete, put them on promotion or discount.
If there is an undelivered purchase order, try to delay delivery or cancel the order. |
Items with seasonality  | Forecast Accuracy - Demand Management | Identifies items with a seasonal adapted forecast. | Keep track of items that were labeled as seasonal and take action when peak demand season is approaching.
Forecast profiles may assist with this. |
Master Data  | Analysis | Shows an overview of the data that is mapped directly from your ERP. | Identify items/sectors of data in need of master data enrichment. |
MOQ higher than 6M FC  | Supply Management - Overstock | Identifies items for which the vendor’s minimum order quantity (MOQ) covers 180 days of demand or more. | Contact the supplier, and re-negotiate a more appropriate order quantity.
Find an alternative source of supply with a MOQ that fits your business. |
No sale past 12 months  | Supply Management - Overstock | Identifies items that have not been sold in the past 12 months. | Analyze why the items aren‘t selling.
Check if you can impact demand (relocate products in the shops, run a promotion, etc.)
If the item should be discontinued from the product range, close the item and clear the stock. |
No sale past 6 months  | Supply Management - Overstock | Identifies items that have not been sold in the past 6 months. | Analyze why the item is not selling.
If the item was a high runner, then identify whether this is a temporary demand stop or if there is a replacement item in the market.
Evaluate if the items should be closed and stock cleared. |
Open to Closed  | Lifecycle Management - Declining Phase | Shows non-active sales Items that have not sold in 12 months and have no stock. | Analyse if the items should be closed. |
Overstock Items  | Supply Management - Overstock | Identifies items that are overstocked.
By default items are considered overstocked if the stock on hand is more than double what is needed for the upcoming order period.
Adjust the overstocked multiplier in Settings > Inventory Insights. | Reduce stock: lower order sizes and order frequency.
Clear stock: run a promotion or put items on discount.
Check with the vendor if it's possible to return some stock and receive credit.
Analyze the root cause of the overstock.
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Stock Health  | Analysis | Categorizes stock into the following:
| Review the report for a clear view of your company’s stock status.
Group the stock health column for an overview, then drill down to the item level to optimize inventory. |
Order Schedules
Responsible for supporting the automatic order creation process. Learn more about it on Scheduled Orders.
Name | Category | Description | Recommendations |
All Vendors  | Order Schedules
| Lists all items from all vendors. | Use this report for a spend analysis or value analysis (for example, identifying your top 10 vendors).
Facilitate rush orders from a selected vendor. |
Regularly reviewing these dynamic reports ensures you're always up to date and able to take timely action to keep your supply chain running smoothly.