Reports

Reports summarize records created by normal operations. They should not become a parallel source of truth. If a report looks wrong, correct the underlying item, lot, movement, run, order, document, or mapping.

Reports and exports

Report	Basis	Normal use	Related pages
Inventory valuation	Available lots multiplied by captured cost	Finance review, monthly close, variance investigation	Inventory, QuickBooks handoff
Expiry exposure	Value of lots expiring soon	Ops prioritization, FEFO enforcement, waste prevention	Inventory, Receiving
Production cost summary	Input consumption, waste, output yield, and lot cost	Batch margin review and recipe cost validation	Production, Recipes
Traceability export	Forward or backward genealogy for selected lots	Customer request, QA investigation, mock recall	Traceability
QuickBooks handoff	Mapped operational movement and sync status	Bookkeeping and accounting reconciliation	QuickBooks handoff
Table-view export	Current filtered table state	Ad hoc operating review	Workspace surfaces
Import/export jobs	Queued job history, status, errors, and output files	Support, audit, retry review	Imports, Common errors

Correct the underlying source record instead of editing exported output.
Keep generated files attached to the related report or export job when they must be retained.
Use report review to find workflow gaps, such as missing costs, expired stock, unmapped customers, unresolved sync issues, or import failures.
Re-run exports after source records are corrected.

Status	Meaning
Queued	Job is waiting to run.
Running	Worker is processing the job.
Succeeded	Output was created successfully.
Failed	Job hit a validation, configuration, or processing error.
Canceled	Job was stopped and may need review before retry.

Founder/admin retry actions are for failed or canceled jobs. Do not retry without understanding the failure message. See Common errors. Related pages: Traceability, QuickBooks setup, QuickBooks handoff, FAQ.