xTuple Reports & Insights (PostgreSQL)

Unlock your xTuple data with fast, actionable SQL-based web reports designed for distribution and operations teams.

What We Do

Stop wrestling with complex xTuple screens or manual spreadsheet exports. We provide a secure web platform with pre-built SQL reports that connect directly to your xTuple PostgreSQL database, delivering the critical information your Buyers, Sales, Warehouse, and Finance teams need – instantly. Focus on insights, not data extraction.

How It Helps Your Business

  • • Eliminate hours spent compiling manual operational reports
  • • Provide buyers with a unified view of item stock, POs, and SOs
  • • Empower sales with real-time availability and customer history
  • • Dramatically speed up warehouse picking with optimized bin location reports
  • • Give finance instant access to AR/AP aging and reconciliation data
  • • Make faster, data-driven decisions across the board

Key Reports for xTuple Users

Buyers / Purchasing

  • • Unified Item Master View: Stock, Open POs, Open SOs, Sales History, Cost - all in one place.
  • • Open Purchase Order Tracking: Monitor expected deliveries and vendor performance.
  • • Receiving History Analysis: Verify receipts against POs and track cost fluctuations.

Sales / Customer Service

  • • Real-time Item Availability Lookup: Accurate stock levels by location for faster quotes.
  • • Open Sales Order Dashboard: Track order status from entry to shipment.
  • • Customer Sales History: Understand buying patterns and identify opportunities.

Warehouse Team

  • • Pick Ticket Bin Locator: Shows ALL relevant bins (primary/secondary) for items on a shipment ID.
  • • Inventory by Bin Location: Clear view for faster putaway and picking.
  • • Cycle Count Assistance Reports: Generate accurate count sheets efficiently.
  • • Shipping Performance Metrics: Track orders shipped, on-time rates.

Accounting / Finance

  • • Aged Receivables Report: Manage cash flow and collections effectively.
  • • Aged Payables Report: Plan payments and manage vendor relations.
  • • Voucher Reconciliation Aids: Simplify the 3-way match process (PO-Receipt-Invoice).
  • • Inventory Valuation Summary: Understand value by location/category.

Getting Started is Easy

Get actionable insights from your xTuple data quickly:

  1. 1. Request a Demo - See reports tailored for xTuple distribution/operations.
  2. 2. Secure Connection - We guide you to safely connect your PostgreSQL database (read-only).
  3. 3. Access Reports - Utilize our library of pre-built SQL reports instantly via web browser.
  4. 4. Customize Further - Request any additional custom SQL reports your team needs.
  5. 5. Empower Your Team - Assign role-based access so everyone sees relevant data.

Most setups are completed quickly, getting your team the data they need without the usual wait.

Request a Demo