Navigating Reports
Navigating Reports in Evolv WMS
Creation Date: Nov 03, 2025
Created By: Aidan Quin
1. Click on Reports…
ℹ️ Advanced Dashboard
2. Advanced Dashboard
The Advanced Dashboard is a built-in BI tool that provides deeper insights into your business with detailed reports and graphs. - There is a in depth tutorial for this in the Help Centre
ℹ️ Accounting Reports
3. Click on Accounting Reports
4. View the Reports
We have templates for bulk uploads into QuickBooks, Xero, Sage Online, and Pastel.
ℹ️ Advanced Reports
5. Click on Advanced Reports
6. View the Reports
You can export sales reports for all invoices, payment reports for bills and purchases, and detailed bill reports. It’s advanced because you can customize the report and choose which fields to display. - There is a in depth tutorial for this in the Help Centre
ℹ️ Operational Reports
7. Click on Operational Reports
8. Click on Operational Reports…
ℹ️ Inventory Reports
9. Click on Inventory Reports
10. View the Inventory Reports
You can view part movement, stock ageing, and stock allocation.
ℹ️ Data Export
11. Click on Data Export
12. View the Reports
You can export Invoices , Bills , Customers and Suppliers
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