A warehouse that cannot be measured cannot be improved, and a 3PL that cannot show a client the numbers is leaving trust on the table. Loaditude turns the data your team already creates at goods-in, picking and dispatch into reports you can read on screen, export, schedule, and share, with controls over who sees what. This guide covers the Stock Picture, the operational, financial and compliance report families, CSV export, scheduled email reports, and role-based access.
The Stock Picture report
The Stock Picture is your live inventory snapshot: what you are holding, where, and what it is worth. Each row covers a SKU in a location and shows the product name and category, the zone, aisle, shelf and bin, the quantity on hand, the reserved and available quantities, the unit price and total value, the stock status, and the date it last moved. It is the report you reach for when a client asks “what have you got of mine, and where is it?”
You can constrain it to a period. The Stock Picture accepts a From/To date range when you generate or export it, so you can look at the picture as it relates to a window of activity rather than only the instant you happen to open it. It draws on the same located stock that inventory and products keeps accurate, so the report is only ever as good as the discipline on the floor, which is why scan-verified picking and tidy adjustments matter.
Operational, financial and compliance reports
Reports are grouped into three families, which is also how access is controlled (see below).
- Operational reports cover the day-to-day flow of goods: the Stock Picture, Stock Aged (inventory ageing by bucket, for example 0 to 30 and 31 to 60 days), Inbound and Outbound Confirmation (what was received or dispatched on a given day), and pallet and customer breakdowns.
- Financial reports cover money: value-added services revenue and unbilled work, and storage cost broken down per customer. These are the figures you would not want every operative to browse.
- Compliance reports cover obligations, such as Working Time Directive checks, exported with a row per item so you have a defensible record.
Storage cost reporting deserves a mention for 3PLs whose clients store on behalf of their own customers: the client portal can show an estimated monthly storage cost broken down per customer, normalised to a monthly figure even when underlying rates are set daily, weekly or monthly, so the number stays consistent and explainable.
Two operational reports earn their keep every day in a 3PL. The Inbound and Outbound Confirmation reports show exactly what was received or dispatched on a given day, which is how you confirm a day’s work back to a client or settle a query about whether something actually went out. The Stock Aged report buckets inventory by how long it has sat, so slow movers and ageing stock surface before they become a write-off conversation rather than after.
Export to CSV (and Excel)
Every report can leave Loaditude. You can view a report on screen, download it as a CSV for a spreadsheet or your own analysis, or download an Excel file, with the file named for the report and the date so your downloads stay organised. CSV is the workhorse: it opens anywhere, it feeds a finance system, and it is the format attached to scheduled emails.
Scheduled email reports
The best report is the one that turns up without anyone remembering to run it. Under Settings > Scheduled Reports, an admin can have a report emailed to chosen recipients every week. You choose the day of the week, list the recipients, and pick the report.
Scheduling works for two scopes. Warehouse reports (Stock Picture, Stock Aged, Inbound and Outbound Confirmation) go to your own team, while client portal reports (Storage, Orders, Shipments, Financial) can be scheduled per client so a customer gets their own figures on a regular cadence. The weekly email includes a link to view the report and attaches the data as a CSV file, so recipients get the numbers in hand, not just a link to chase. A schedule can be paused and resumed, and the system records when it last ran so a missed week is obvious.
Role-based report access
Not everyone should see the financials. Under Settings > Report Access, you control which roles can pull each family of report. By default, operational and compliance reports are available to owners, admins and managers, while financial reports default to owners and admins only. Owners and admins always retain access and manage the settings, so you cannot accidentally lock yourself out.
Access is enforced in the interface, not just on paper: report links are hidden from roles that are not permitted to see them, so an operative simply does not encounter the financial reports rather than being told off for opening them. This pairs with your wider user and role setup described in the client portal, where clients get a read-only view of only their own data.
Why reporting pays off
- You can answer clients instantly with a live Stock Picture and per-customer storage figures.
- Reports run themselves because weekly schedules email the right people a CSV without anyone lifting a finger.
- Sensitive figures stay private because financial reports are gated to owners and admins by default.
- Data goes where you need it because every report exports to CSV or Excel.
Where to go next
- Inventory, products and barcodes covers the stock data the Stock Picture report reads from.
- Picking and pick waves covers the dispatch activity behind your outbound figures.
- Goods-in and receiving covers the inbound activity behind your receipt confirmations.