Reports
Run, export, and schedule operational reports across fulfillment, inventory, billing, labor, and receiving.
Reporting turns ShipOS operational data into focused charts, metrics, and tables. Available report types depend on your team type, permissions, and enabled features.
Go to ShipOS → Reports (opens the Cybership dashboard in a new tab).
Run a report
- Click Run Report.
- Choose a report type.
- Enter a report name.
- Select the required date range and resource filters.
- Start the report run.
The report opens directly when a run produces one report. Runs that contain multiple reports open a summary first.
Report types
| Report | Use it to review | Common filters |
|---|---|---|
| Merchant Report | Operational activity for selected merchant teams | Merchants and date range |
| Invoice Report | Selected invoices and their billing details | Invoices |
| Shipping Cost Report | Paid-label cost and carrier spending | Date range, warehouses, merchants |
| Order Summary Report | Order volume and fulfillment outcomes | Date range, warehouses, merchants |
| Inventory Report | Stock position and low-stock products | Warehouses, low-stock threshold, optional date range |
| Cycle Count Report | Cycle-count activity and discrepancies | Date range, warehouses |
| Warehouse Utilization Report | Inventory use across warehouse capacity | Warehouses |
| Fulfillment Performance Report | Fulfillment volume and operational timing | Date range, warehouses, merchants |
| Activity Entries Report | Labor activity entries by warehouse, job, and entry type | Date range, warehouse, job type, entry type |
| Receiving Report | Purchase-order receiving activity | Date range, warehouses, merchants |
A report type may be hidden when its feature is disabled or it does not apply to the current team.
Read report results
A completed report can contain:
- Metrics for headline values
- Area and bar charts for changes or comparisons
- Pie charts for composition
- Tables for detailed records
Resource values in report tables link to the related ShipOS record when a link is available. For example, an order, product, carton, invoice, or warehouse value can open its detail page.
Invoice reports include carton quantities when the report has material or carton detail.
Export report data
Use Export CSV on an individual report table or chart to download its underlying data.
CSV exports follow the filters and report parameters used for that result. Export the specific section you need rather than assuming every chart is combined into one file.
Report statuses
| Status | Meaning |
|---|---|
| Generating | ShipOS is building the report |
| Completed | Results are ready |
| Completed with no data | The report ran, but no records matched its scope |
| Failed | The report could not be completed |
| Cancelled | The run was stopped before completion |
For Completed with no data, check the warehouse, dates, merchant, and other filters against existing records.
If a completed report looks incomplete, use the report feedback control to describe the missing data and the filters you expected it to include.
Scheduled Reports
Schedules create recurring report runs with a rolling reporting period.
Go to ShipOS → Reports → Schedules (opens the Cybership dashboard in a new tab) and click Create Scheduled Report.
Schedule cadence
Schedules can run:
- Daily
- Weekly
- Every 2 weeks
- Monthly
- Quarterly
Choose the run time and timezone. Weekly and longer cadences also ask for the applicable weekday, anchor date, day of month, or month within a quarter.
Reporting period
Use a relative reporting period so each run covers the correct window. Defaults align with the cadence, such as previous day for a daily schedule and previous month for a monthly schedule.
Manage a schedule
Open a schedule to:
- Run Report Now
- Edit Schedule
- Pause Schedule
- Resume Schedule
- Delete Schedule
Run Report Now does not change the next scheduled run.
Pausing keeps the schedule and its past runs but stops future automatic runs. Deleting a schedule permanently stops future runs; past report runs remain available.