🎨 Not seeing the new look yet? We're rolling out Edify's new look in stages, so it may not have reached your account just yet. If your Edify still looks the same as before, you're not on the new design yet and you can still find the help you need in our original guide.
Summary
The Homepage report is a collection of the key reports you'll use most often - purchasing, waste, transfers, product coverage, and (if you're connected) POS. It's the default dashboard for keeping an eye on what's coming in, what's going out, and where the gaps are.
By default it shows all sites over the last 7 days. Change this using the filters in the top right - pick a date range, and view all sites or a single site (you can't combine a custom group of sites).
Each report has its own Filter button so you can choose which columns to show, and a Download option to export that report to CSV.
To open it:
Open View Reports from the left-hand menu.
Stay on the Dashboards tab and select the Homepage card.
⚠️ Viewing dashboards needs the right permission. Admins have it by default; Managers need View Dashboards (such as the COGs report) enabled.
Line Item Purchases
Shows all of your orders within the date period selected.
Column | Explainer |
Order number | The order's PO number. |
Site | Which site placed the order. |
Supplier | The relevant supplier. |
Placed by | The Edify user who placed the order. |
Created at | The date the order was placed. |
Requested delivery date | The delivery date that was requested. |
Actual delivery date | When the order was confirmed as received by the site. |
Delivery Fee | If there was a delivery fee charged. |
Total value | The total value of all products in the order, including VAT. |
Status | If the order has been accepted (confirmed as received) by the site. |
Item Line Level
Shows the products within each order within the date period selected.
Column | Explainer |
Order number | The order's PO number. |
Site | Which site placed the order. |
Supplier | The relevant supplier. |
Name | The name of the product. |
Product Class | The assigned product class; blank if no class has been set. |
Product Category | The assigned product category; blank if no category has been set. |
Requested delivery date | The delivery date that was requested. |
Actual delivery date | When the order was confirmed as received by the site. |
Quantity | How many of this product were confirmed as received. |
Price | The price of one unit of the product, inc VAT. |
Total | The total price of all of the product within the order, inc VAT (Price × Quantity = Total). |
Status | If the order has been accepted (confirmed as received) by the site. |
Spend by Item
Shows the total spend per product purchased within the date period selected.
Column | Explainer |
Supplier | The supplier the product is purchased from. |
Name | The name of the product. |
Product Class | The assigned product class; blank if no class has been set. |
Product Category | The assigned product category; blank if no category has been set. |
Quantity | The total quantity ordered within the selected period across all orders. |
Total Spend | The total spent on this product within the period across all orders, inc VAT. |
Waste
The Waste report is broken into two further reports: the Waste Item Level Report and the Waste Summary Report.
Waste Item Level Report
Shows per product/recipe what has been wasted within the time period selected.
Column | Explainer |
Waste Date | The date selected when the waste was recorded in Edify. |
Site Name | Which site recorded the waste. |
Wasted by | The Edify user that recorded the waste. |
Type | Whether the waste was a bought-in product or a recipe. |
Name | The name of the product/recipe. |
Reason | The reason selected when the waste was recorded in Edify. |
Waste Value | The value of the product/recipe that was wasted, inc VAT. |
Quantity | The quantity of the product/recipe that was wasted. |
Unit | The unit by which the product/recipe was wasted. |
Product Class | The assigned product class; blank if no class has been set. |
Product Category | The assigned product category; blank if no category has been set. |
Waste Summary Report
Shows the total value of waste per site, per day, across the date period selected.
Column | Explainer |
Waste Date | The date selected when the waste was recorded in Edify. |
Site Name | Which site recorded the waste. |
Waste Value | The value of all products/recipes that were wasted, inc VAT. |
Quantity | The quantity of all products/recipes that were wasted. |
Transfers
Shows all of the transfers recorded in Edify within the date period selected. We use the date the transfer was accepted by the site it was transferred to, rather than the date it was inputted.
Column | Description |
Transfer number | The unique ID of the transfer. |
Date Transfer accepted | The date the site the transfer was sent to accepted it. |
Name | The name of the product/recipe. |
Quantity | The amount of the product/recipe that was transferred. |
Site to name | The site the transfer was sent to. |
Site from name | The site that sent the transfer. |
Product Class | The assigned product class; blank if no class has been set. |
Product Category | The assigned product category; blank if no category has been set. |
Unit of measure | The unit by which the product/recipe was transferred. |
Total | The total value of the transferred stock, inc VAT. |
All Products
Gives you a consolidated view of all of the products on your Edify account. (This report shows supplier products, not products sold via your POS system.)
Use the Not ordered Last 4 weeks toggle to identify products you're no longer ordering, and the Not Counted Last 4 weeks toggle to identify products that aren't being counted in stocktakes.
🧠 You can also use this report to spot where a product is being purchased but not counted, and vice versa - usually a sign of a user error.
If a product is being ordered but not counted in a stocktake, it may be missing from your storage areas, leading to inaccurate stocktake data.
If a product is being counted but not ordered, orders may not be getting processed in Edify, which will cause variances in COGS.
Column | Explainer |
Status | Whether the product is Active (available to order) or Suspended (not available to order). |
Product Name | The name of the product in Edify. |
Supplier | The supplier the product is listed under. |
SKU | The unique ID for the product. |
Product Class | The assigned product class; blank if no class has been set. |
Pack Cost | How much one pack of this product costs, inc VAT. |
Pack Type | The way the product is ordered, e.g. per 'case', per 'box', individually as 'each'. |
Pack Quantity | How many items come within a pack. |
Single Unit Type | Within the pack, the unit type. E.g. a 'Box' may contain individual items as 'each'. If Pack Quantity is 1, the Pack Type and Single Unit Type will always match. |
Unit of measure | If this product is used within a recipe, its unit of measure, e.g. a bottle may be 'ml/l' while a case of cups will be 'each'. |
Last Ordered At | The date this product was last ordered. |
Last Counted at | The date this product was last counted in a stocktake. |
💡 The All Products report doesn't show live stock levels — only product details. To see a live snapshot of stock, head to Inventory > Live Stock Levels.
POS
The POS report is broken into two further reports: Summary and Products.
POS Summary
Uses your POS data to show your sales data per day within the date period selected. We show sales for 00:00 – 00:00 in the site's timezone for each day.
Column | Explainer |
Day | The day of the sales data. |
Date | The date of the sales data. |
Gross Sales | Total amount of sales, inc VAT. |
Net Sales | Total amount of sales, exc VAT. |
Transactions | The total number of transactions on this date. |
Discount | The amount of discounts that were applied. |
Refunds | Any refunds that were processed. |
ATV | The average transaction value. |
POS Products
Shows your sales data (enabled by your POS integration) per product for the date period selected.
Column | Explainer |
Product Name | The name of the POS product per the POS system. |
Quantity sold | The amount of that product sold. |
Total net | The total sales value, exc VAT, for the product. |
Discounts cash | The value of any discounts applied to the product. |
Discount count | The number of discounts applied to the product. |