Reports & Dashboards
Role-aware, tier-aware dashboards and downloadable reports.
Get the visibility you need without drowning in data. CatOps dashboards adapt to user role and subscription tier, showing the right information to the right people. A floor worker sees what they need to do today. A Master Admin sees the full operation.
Downloadable exports make it easy to share reports with clients, auditors, and compliance teams. Inventory valuation, lot activity, production summaries, and compliance support reports are all one click away.
Most spreadsheet-based reporting means hours of manual compilation at month-end. CatOps generates the same reports in seconds because the data is already structured and connected.
Capabilities
Inventory valuation
Real-time inventory valuation based on FIFO cost tracking.
See the total value of your inventory at any moment, broken down by item, location, or category. FIFO cost is calculated automatically, so the valuation reflects true cost — not averages or last-price.
Lot activity reports
Track lot usage, movement, and status over time.
See which lots were received, used in production, shipped, or adjusted within any date range. Identify slow-moving lots, expired lots, or lots on hold. This is invaluable for quality control and inventory management.
Production summaries
Summarize production activity by date range, product, or line.
See total cases produced, overage percentages, production efficiency, and comparison to planned quantities. Filter by product, date range, or production line. This data is compiled automatically — no more manual month-end reports.
Compliance support
Generate reports that support TTB and regulatory compliance.
Proof gallon summaries, wine gallon reports, production records, and audit trails — all generated from your production data. These reports are organized in a way that compliance officers and auditors expect.
Storage fee tracking
Track storage fees by client and pallet for co-packer operations.
For co-packers and warehouses, calculate storage fees based on pallet-days and client rates. Generate billing reports showing storage fees per client per month. This turns a manual billing process into an automated report.
Downloadable exports
Export reports for clients, compliance, and internal use.
Export any report as CSV for sharing with clients, auditors, or team members. Exports include all relevant data with proper formatting. No more manual report formatting in Excel.
Role-aware dashboards
Dashboards adapt to user role and subscription tier.
A floor worker sees their tasks and pending actions. A manager sees production status and inventory alerts. A Master Admin sees the full operation with financial and compliance metrics. The right information for the right person.
Aging reports
Track aging inventory, open production orders, and overdue items.
See which inventory is getting old, which production orders are overdue, and which lots are approaching expiration. Aging reports help prevent waste and identify items that need attention.
Why CatOps is different
Vs. Spreadsheets
Spreadsheet reporting means manual pivot tables, copy-paste compilation, and hours of work at month-end. CatOps generates the same reports in one click because the data is already structured.
Vs. Generic Reporting Tools
Generic reporting tools require you to build reports from scratch and do not understand beverage-specific metrics like proof gallons, wine gallons, or TTB categories. CatOps reports are built for your industry.
Vs. Other Beverage Software
Other beverage software may offer reports, but they are often static and not downloadable. CatOps provides dynamic, filterable, downloadable reports that adapt to user role and tier.
How this reduces labor and errors
Month-end inventory valuation
Manual FIFO calculations across spreadsheet tabs, hours of work
One-click inventory valuation report, FIFO calculated automatically
Monthly production summary
Compile from multiple spreadsheets and paper logs, reconcile discrepancies
Run production summary report from CatOps, all data already connected
Compliance report prep
Compile proof gallons, wine gallons, and production data from multiple sources
Run compliance support report, data already calculated and organized
Storage fee billing
Manually count pallet-days per client, calculate fees in spreadsheet
Run storage fee report, system calculates pallet-days and fees automatically
Common Questions
Do dashboards change based on user role?
Yes. A floor worker sees different metrics than a Master Admin. Dashboards adapt automatically based on the user's role and subscription tier.
Can I export reports for clients?
Yes. Multiple export formats are available including CSV. Reports can be shared with clients, auditors, and compliance teams.
How current is the data in reports?
All reports are real-time. The data reflects the latest transactions, not a snapshot from last night. When someone adjusts inventory, the valuation report updates immediately.
Want to see Reports & Dashboards in action?
Request a demo and we'll walk you through how it works for your operation.
Request a Demo