Yes. Sutton offers two kinds of reports: Presets, which are ready to use, and Custom reports, which you build yourself. You’ll find both by clicking Reports in the left sidebar.
Custom reports
To get exactly the data your team needs, build a custom report. There are two types:
Inventory report: start from your inventory data
Sales order report: start from your sales order data
Click either button at the top of the Reports page to open the report builder. From there, you can choose your columns, apply filters, and group your data. Then rename the report and click Save.
Your saved custom reports appear as cards below the two buttons. Each card's icon shows the report type: a cart for sales order reports and stacked layers for inventory reports. Each card also shows the date the report was last updated.
Build your first custom report
For step-by-step instructions, see:
Preset reports
Preset reports use industry-standard formats to give you a quick overview of your workspace. They cover inventory, sales, items and BOMS, as well as manufacturing costs and labor. Examples include:
All inventory: available inventory quantities by location and stock status
All orders: sales orders and their statuses across the order lifecycle
Cost of goods sold: cost of goods sold by period and product
Items below MSL: items below their minimum stock level, with the shortfall
Labor by WO: labor hours and labor cost by work order
Scroll through the Presets section to see the full list. Preset reports can’t be customized. To choose your own columns and filters, build a custom report instead.
Export your report data
To work with your data outside Sutton, click Export on a custom report. Sutton exports the full filtered dataset, not just the rows you see in the preview. You can also export any table to CSV for your own analysis.
If you have additional questions, please reach out to your Customer Success Manager or contact us at [email protected].