CanopyDocs
Brand portal

Reports

Exportable summaries of what shipped and what your inventory is worth.

The Reports section turns your activity into summaries you can read on screen or export to CSV. There are four, each scoped to your brand; most let you filter by date range (Inventory Value is a current snapshot, with no date filter).

Shipments Report

Every shipment over a period, with headline totals — shipments, distinct items, and total shipping cost — above a row-by-row table.

The Shipments Report

Filter by date range and carrier, choose which columns to show, and Export to CSV. Click any row to open the order behind it.

Shipped Items

The same shipping activity broken out per item rather than per order — how many units of each SKU went out over the period. Use it to see your real movers and to reconcile outbound volume by product.

Kits Report

For brands that sell kits (bundles of other SKUs), this report lists each kit alongside the component SKUs and quantities that make it up — its recipe, or bill of materials. If you don't sell kits, it'll simply be empty.

Inventory Value

A snapshot of what your on-hand stock is worth right now — quantity × unit price, per SKU and in total.

The Inventory Value report

Handy for month-end, insurance, or just keeping an eye on how much capital is sitting on the shelf.

Everything exports

Each report has an Export button that downloads the current view as CSV — the quickest way to pull your data into a spreadsheet or share it with your accountant.

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