💡 Reports are only accessible from Choco Web
Types of Reports
There are 3 types of reports available:
Orders – Investigate order costs per location
Products – Optimise forecasting for seasonal products
Deliveries – Compare delivery checks across your locations
You can create and break down your reports by supplier and location.
How to Create a Purchasing Report
Log in to web.choco.com
Select the Reports tab on the left side bar
Click Create New Report
Under Select a report, choose your report type (Orders, Products, or Deliveries)
Select your locations and distributors
Click Continue
Once you've selected your report type, choose a timeframe option
Download Report Now:
Choose a timeframe from the dropdown:
Yesterday
Last 7 days
Last 30 days
Last calendar week
Last calendar month
Then click Continue to review the summary, and click Download Now to save the file to your downloads folder.
Set Up a Recurring Report
Choose a timeframe (e.g. Last calendar month)
Select a frequency:
Daily
Weekly
Monthly
If you select Monthly, choose the day of the month and the time you'd like the report to be sent
Click Continue to review your settings in the Summary screen
Confirm to activate the recurring report
💡 Recurring reports are sent as a downloaded .xlsx file and can be delivered to multiple email recipients.
Summary Screen
Before finalising, you'll see a Summary of your selections:
Type of report (e.g. Orders report)
Distributors selected
Locations selected
Timeframe applied
You can click Edit next to any section to go back and make changes before downloading or scheduling.
