Reports

Reports opens on a live summary of your inventory — total works, available, under offer, sold — with your inventory value broken down by currency and a note of how many works carry no price. Below that sits the catalogue.

There's nothing to run or queue. Open a report and it renders.

Any report you use often can be pinned to your sidebar from its card, so it's one click away.

What's in the catalogue

Inventory and consignment

• Artworks on consignment — what you hold on consignment, from whom, and on what terms.
• Insurance schedule — a valued schedule of works for your insurer.

Sales and money

• Top sales & transactions — your largest sales.
• Artist by revenue — which artists have earned the most.
• Margin by artist — what you actually made, not just what you sold.
• Unpaid invoices — what's outstanding.
• Consignor statement — what each consignor is owed. You can drill into a single payee and settle from there.
• Sales dashboard — sales over time, with monthly, weekly, or daily granularity.
• Pipeline report — deals in progress.
• Team performance — sales by member. This one lets you choose columns and save the arrangement as a view you can come back to.

Collectors and engagement

• Collector insights — who buys, and what.
• Offer engagement — how collectors are responding to offers.
• Room visits — traffic through your viewing rooms.
• Engagement — the touch-point feed across contacts.
• Visitor traffic — footfall, where you have sensors paired.

Tax

• Economic nexus — where your sales are approaching a tax registration threshold.
• Tax by jurisdiction — sales broken out by tax jurisdiction.

The two tax reports are the ones with a date control: switch between calendar year and a rolling twelve months, and pick the year.

Getting a report out

Three reports produce a PDF: the insurance schedule, the consignments report, and an individual consignor statement. The download link is short-lived, so save the file rather than keeping the link.

The other reports are read on screen. There's no CSV export from this section — to get raw data out, use the export tools instead.

Who can see reports

Reports sit behind the revenue permission. A member whose role doesn't include revenue — a logistics handler, for instance — won't see the section at all.