Thrive offers reports based on sales records from your point of sale or inventory records from Thrive. Some reports can be generated for a specific point in time, while others allow you to select a date range.
Date range selection: The Inventory Change Report, all Sales Reports, and Custom Reports allow date range selection. All other reports require you to pick a specific point in time to run the report.
Learn more: For detailed instructions on generating reports, read our guide on How to Generate Reports.
Below is an overview of all the reports Thrive currently offers, starting with sales-based reports.
Sales-based Reports
These reports are based on sales information from your point of sale provider. Thrive pulls all available historical sales data for these reports.
The Product Sales Report shows all the products that have sold over a given date range. It also includes a breakdown of the top-selling Categories, the Cost of Goods Sold (COGS), and your Profit Margin.
The Product Sales Report is best for understanding which products drive revenue and profitability.
The Order Report is a transaction-based sales report that provides more information on the impact of your complete (or incomplete) orders and serves as an overview of the sales made within a given period of time.
Use this report for analyzing individual transactions and order patterns.
A sales report sorted by the Categories assigned to your products. Separated by Category for easier analysis of what's selling in each product group.
The Category Sales Report is useful for identifying which product categories perform best.
This report shows all products sold at a discount over the given date range. It's easy to see which products were sold at a lower price and by how much!
The Discount Report is best for tracking promotion effectiveness and discount impact on sales.
A sales report sectioned by the Vendors assigned to your inventory. Products assigned to multiple vendors appear under each vendor.
Analyze sales performance by supplier or manufacturer with this report.
This report shows all (regular and wholesale) invoice totals for a given date range including refunds.
The Invoicing Transactions report is best for tracking regular invoice and wholesale order history.
Single Category Report (Professional Plan and above)
Shows a complete sales breakdown across all locations or for one specific location for a particular category. Loads faster than the Category Sales Report due to filtered results. Also displays products that haven't sold, making it easier to identify slow-moving items.
The Single Category Report is useful for a deep-dive analysis of a specific category's performance.
Unsold Products Report (Professional Plan and above)
The Unsold Products Report provides more information on products not sold within a given date range.
This report is best for identifying products that aren't moving and may need a promotion or clearance.
(Learn more about upgrading your plan here).
Inventory-based Reports
These reports are based on Thrive's record-keeping of your inventory levels. Tracking for these reports begins as soon as Thrive is installed.
The Inventory Report will show your exact inventory levels and total value at a given point in time.
This report is best for accurate inventory valuation, especially during tax season.
With one report, you can access your overall (and individual locations) Total Value, Potential Revenue, Potential Profit, and Quantity in Stock for each of your locations.
This report is ideal for a quick health check on your inventory levels and easily compares stock across locations.
The Inventory Change Report shows how inventory levels have changed, including manual deductions, sales, and additions. It also shows the total value of these changes.
Use this report when you need to understand what drove inventory changes over time.
The Sell-Through Report provides a way to see how fast your products are selling by comparing the amount of inventory received against what's sold in the selected time period.
The results aid purchasing decisions, pricing adjustments, and uncovering dead inventory based on the numbers.
The Dead Inventory Report shows all products that have not sold for a given number of days.
It's great for identifying dead products that need to be moved through promotions or clearance.
Shows all products currently at or below Alerts or Reorder Points.
The Low inventory Report is best for knowing which products need to be reordered soon to prevent stockouts.
Stock Forecast Report (Professional Plan and above)
Uses predictive analytics of your sales data to estimate how much time remains until a product runs out of stock. These estimates can be used to set Alerts for timely reordering.
Use the Stock Forecast Report to proactively plan based on sales velocity.
Stock Forecast Reports are available on the Professional, Elite, and Enterprise plans only. Learn more about upgrading here.
Shows products that haven't been counted in a particular time range.
Use the Due for Stocktake report with Stocktakes to ensure each product is counted regularly.
Shows the makeup of bundles, how much of each product is deducted when a bundle sells, and helps verify bundles are set up correctly.
The Bundle Report makes it easy to audit bundle configurations and understand component depletion.
The Consolidated Inventory Report is a great option for a bird' s-eye view of your inventory, complete with total stock counts, list prices, and product values.
This report is best for a high-level inventory overview across your entire business.
Keeping track of expiration dates could be a full-time job. With this report, we show you exactly which lots are expiring and the potential profit at stake.
Generating an Expiring Inventory Report will help manage perishable goods and reduce waste from expired products.
Compiles inventory changes that happen as a result of a Stocktake. This is especially useful if you use Custom Reasons on Stocktakes for damaged, expired, stolen, or any goods that cannot be sold for any reason, but still need to be accounted for.
Generate this report after a Stocktake to understand inventory loss and reconcile physical count discrepancies.
Additional Reports
The In-Transit Report is based on Internal Transfers or Purchase Orders. All products that have been sent from one location (but not yet received at the other location) will appear on this report.
Easily track inventory in transit between your locations or from your vendors.
Build out your own reports and see the key data points you need. Click here for more information.
What's next?
Found a report and now you want to save or share that information? We've got options for you!
For many of our reports, you will have the option to Save/Schedule as shown here:
To save your report (or schedule it to run for you), click the "Actions" button. Options to "Schedule this Report" or download as a PDF or CSV will be available for you.
For more information on saving and scheduling reports, click here:
For all other reports, you can download them directly as a PDF or CSV by following this guide.
Eventually, we are hoping to have the Saved and Schedules options for all the reports, but we appreciate you bearing with us as we make that change along with other improvements to our reports.