Reports

Take your SparesHaven data with you.

Reports provides a central place to export inventory, orders, stock movement history, and vendor data as CSV files. Choose a complete dataset or use the available report options to focus the export on the records you need.

01

Reporting

Understand Reports.

The Reports area is SparesHaven's export centre. Instead of reproducing the operational pages as charts or dashboards, it gives you direct access to downloadable CSV datasets for four important areas of the workspace.

Inventory

Export parts and their stock levels.

Orders

Export purchasing and incoming order data.

Stock History

Export stock movements and audit history.

Vendors

Export supplier records from the workspace.

Reports is built around CSV export.

Use the operational pages when you want to work inside SparesHaven. Use Reports when you need a portable dataset for review, analysis, sharing, or further processing outside the application.

02

Parts

Export inventory data.

Inventory reports export part and stock information. You can download the complete inventory or focus the report on common stock and lifecycle conditions.

Full Inventory CSV

Export the full inventory dataset.

Low Stock CSV

Focus the export on parts currently classified as low stock.

Out of Stock CSV

Export parts that are currently out of stock.

Obsolete Parts CSV

Focus the export on parts with the obsolete lifecycle status.

Stock status and lifecycle remain separate concepts.

Low Stock and Out of Stock focus on stock condition. Obsolete Parts focuses on lifecycle status. This is the same distinction used throughout the Inventory area.

03

Purchasing

Export order data.

Order reports let you export the complete purchasing dataset or focus on one of the order statuses used by SparesHaven.

Full Orders

All order data.

Open

Orders still open.

Partially Received

Orders with some stock received.

Received

Orders recorded as received.

Cancelled

Orders recorded as cancelled.

These status-specific exports mirror the order states used in the Orders workflow: Open, Partially Received, Received, and Cancelled.

04

Audit trail

Export stock movement history.

Stock History reports provide a portable version of the stock movement audit trail. Use the Full History CSV when you want the complete export, or select a date range when you only need activity from a particular period.

Complete

Full History CSV

Export the complete stock movement history available to the report.

Focused

Date Range CSV

Export stock history using a From date, a To date, or both.

History remains the audit trail.

The History page is designed for investigating stock activity inside SparesHaven. The Stock History report gives you that movement data in CSV form when you need to work with it elsewhere.

05

Date range

Choose the history period you need.

The Stock History report includes quick date selections as well as custom From and To dates. This makes common reporting periods fast to select while still allowing a more specific range when required.

Last 7 Days

Sets the range from seven days before today through today.

Last 30 Days

Sets the range from thirty days before today through today.

This Month

Sets the range from the first day of the current month through today.

Custom dates

Use the From date and To date controls when a preset does not match the reporting period you need. SparesHaven can build the export with either boundary on its own or with both dates together.

Select at least one date for a range export.

Export Date Range CSV remains unavailable until a From date or To date has been selected. If you do not need a date filter, use Full History CSV instead.

06

Suppliers

Export vendor data.

Vendor reports let you export supplier data from the workspace. You can download the complete vendor dataset or focus on Active or Archived vendor records.

Full Vendors CSV

Export the complete vendor dataset.

Active Vendors CSV

Focus the export on vendors with active status.

Archived Vendors CSV

Export vendors that have been moved to archived status.

07

Report scope

Choose between full and focused exports.

Most report groups offer a complete CSV alongside more focused export options. Choose the smallest dataset that matches the question you are trying to answer.

Full export

Start with the complete dataset

Useful when you want to perform your own filtering, retain a broader working copy, or review the dataset as a whole.

Focused export

Export only the records you need

Use the available stock, lifecycle, order-status, vendor-status, or history date options when you already know the subset you need.

Report options are deliberately specific.

The Reports page provides the export choices shown in each report card. It is not a general-purpose report builder with arbitrary fields or custom query rules.

08

CSV

Work with exported files.

SparesHaven report downloads use CSV format. CSV is a portable tabular format that can be opened or imported into common spreadsheet, reporting, and data-analysis tools.

Once exported, the file is separate from the live SparesHaven workspace. Changes made to that downloaded file do not change the records stored in SparesHaven.

An export is a snapshot.

The CSV represents the data returned when you run the report. If the workspace changes later, run the report again when you need an updated export.

09

Operational review

Use reports to answer focused questions.

The focused report options make it easier to extract a useful working dataset without first downloading everything.

What needs replenishment?

Start with the Low Stock or Out of Stock inventory exports.

What is still incoming?

Use Open or Partially Received order exports.

What changed during a period?

Use a Stock History date-range export.

Which suppliers are current?

Use the Active Vendors export.

10

Workflow

Use Reports alongside the operational workspace.

Reports works best as an extension of the operational areas rather than a replacement for them. Inventory, Orders, History, and Vendors remain the places where you inspect and work with live SparesHaven records.

1. Work

Maintain the live workspace

Manage parts, orders, stock movements, and vendors in their operational areas.

2. Review

Choose the data you need

Select a complete or focused report based on the question you want to investigate.

3. Export

Continue outside SparesHaven

Download the CSV when you need a portable dataset for your next reporting or analysis step.

Keep SparesHaven as the live source of operational data.

Reports gives you portable copies of workspace data. Continue making inventory, purchasing, and supplier changes through the appropriate SparesHaven workflows.

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