Reporting and dashboards built for inventory teams
Real-time dashboards, variance analysis, and exportable reports across inventory, purchasing, and operations. Drag-and-drop widgets, preset templates, and scheduled report delivery keep your team informed.
How it works
Reporting & Dashboard in Ply follows a clear, structured workflow.
Build your dashboard
Drag and drop from 13 widget types including stock overview, materials spend, critical items alerts, and inventory efficiency KPIs. Four sizing options with auto-packing.
Filter and analyze
Slice data by location, category, vendor, and date range. Preset options for daily, weekly, monthly, and custom periods make analysis fast.
Schedule delivery
Set up automated daily, weekly, or monthly report delivery via email in PDF, Excel, or CSV format. Your team gets the data without asking for it.
Act on insights
Variance detection highlights discrepancies with cost impact. Customizable alerts and thresholds for stock levels and variance monitoring trigger action before problems grow.
Key benefits
Inventory reports
Stock levels by location, valuation data, low stock alerts, and movement history. Filter by location, category, date range, stock status, and supplier.
Purchasing reports
Open PO tracking, spending analysis by vendor and category, receiving reports, and price history. Track spending trends and flag cost increases.
Operations reports
Cycle count summaries, variance tracking, cost impact analysis, and field request fulfillment rates. Monitor inventory accuracy percentage and turnaround times.
Customizable dashboard
13 widget types with drag-and-drop arrangement, four sizing options, and saved presets. Pre-built templates for managers and purchasing teams get you started fast.
Compliance-ready audit trails
Complete record of user actions, status changes, and timestamps. Reconciliation indicators and historical tracking satisfy audit requirements.
Core capabilities
Dashboard widgets
Materials Usage, Critical Items, Inventory Overview, Stock Overview, Materials Spend, Inventory Efficiency, Locations Activity, Notifications, and more.
Preset system
Save dashboard layouts as named presets and switch between them instantly. Edit, rename, or delete presets with undo/redo support during editing.
Pre-built templates
Manage Template (6-widget configuration for managers) and Buy Template (2-widget configuration for purchasing teams) get you productive on day one.
Integration sync
Real-time data flow to QuickBooks, Sage Intacct, ServiceTitan, Jobber, and Housecall Pro keeps reports accurate across all systems.
Works with your existing tools
Ready to see Reporting & Dashboard in action?
Book a demo and see how Ply helps trades businesses streamline reporting & dashboard and take control of their inventory.