Platform  /  Reporting & Analytics
Module 05 — Reporting

Your data, answering questions.

Build any report without writing SQL, save it for the whole team, and have it land in the right inboxes on a schedule. The numbers come to you — usage, shortages, dead stock, transactions and more.

mytoolbox · report library
Report library
50+
Tables to report on
No-code
Anyone can build
Auto
Scheduled by email
XLSX / PDF
One-click export
Capabilities
mytoolbox · report library
Report library

A library the whole team trusts

Starter reports ship ready to run; custom reports can be private or shared with everyone. Each row shows its base table, columns and joins — so everyone pulls from the same definitions and the numbers always agree.

  • Starter, shared & private badges on every saved report.
  • Run, export or copy — open results in a window, download Excel, or duplicate into the builder.
  • Ready-made reports — issues, shortages, zero-stock-by-location and more.
All / Starter / Custom filtersSearchView details
mytoolbox · report builder
Report builder

Build it without writing a query

Pick a base table, then walk six steps. The Data Source panel groups every reportable table by area — Inventory & Products, Purchasing, Sales & Customers, Production & BOM, Maintenance & Assets, Quality & NCR, Gauging, Tooling, Workforce, Cost Centers. No SQL, no analyst required.

  • 1. Joins — flip a switch to connect related tables; chain as deep as you need.
  • 2. Columns — click to add, drag to reorder; field search pulls in related fields automatically.
  • 3. Calculated fields — math, concatenation, and date gaps like Days Between.
  • 4. Filters · 5. Grouping · 6. Sort & limit — with a live preview as you build.
  • Import / export config to move report designs between sites — no data attached.
mytoolbox · filters & grouping
Filters and grouping

Filters that ask, totals that add up

Filters keep a report focused, and rolling date ranges keep it current. Group detail rows into one line per product, supplier or month — and the builder warns you before a one-to-many join inflates your numbers.

  • Rolling date filters — This Month, Last X Days, This Quarter; always current when saved.
  • Ask-me prompts — one saved report serves every location or customer.
  • Sum, Average, Count, Min/Max aggregates with optional subtotal lines.

Reports that send themselves

Put any saved report on a schedule and MyToolBox emails it to the right people automatically — weekly shortage lists, daily issue logs, whatever cadence your team runs on. A three-month calendar marks every send day before you save.

  • Quick presets or custom rules — Daily, Weekdays, 1st & 15th, Every N Days, with start/end dates.
  • Run Now, Pause & full send log — Success / Failed / Skipped, row counts, error text.
  • Google & Office 365 OAuth2 email, with a Send Test before the first real delivery.
schedule.config
report   = "Cell Shortage Report"
format   = XLSX
cadence  = every Mon 06:00
send_to  = purchasing@…, operations@…
last_run = success · 4 rows
next_run = Mon 06:00
Reports for every module

One builder, the whole platform

Inventory & vending

Usage, shortages, dead stock and zero-stock-by-location pulled straight from Inventory & Vending.

Production & ERP

Build progress, BOM rollups and order status from Manufacturing and Sales.

Quality & gauging

NCR, CAPA and calibration-due lists from Quality & Compliance.

Maintenance & cost

Work orders, downtime and spend by cost center or asset.

See it live

Build a report in 90 seconds

Tell us the question — we'll build and schedule the report on the spot.