The report you need is the one nobody built.
Software ships the twenty reports a product manager thought of. Yours is always the twenty-first: this brand, that month, only the pieces over two carats. Gem Logic gives you the four choices every report is made of, and you answer the question yourself.
A report is four choices. Everything after that is decoration.
Pick where the numbers come from, how to group them, what to count, and what to leave out. Those four answers are every sales report, stock valuation, turnover summary and payout list you have ever asked for, and the ones you have not thought of yet.
Seven of them. Products, stock, sales, repairs, creations, all order lines together, and money in and out.
What the rows are. Category, brand, collection, seller, customer, channel, store, month, quarter, year.
What gets counted. Quantity, turnover with or without tax, cost, profit, average item value, stock value, carat weight.
What to leave out. A period, a price band, one store, one supplier, completed orders only.
Seven places an answer can come from.
Not seven exports. Seven live views of the system you already run the shop on, so the number in a report and the number on the counter are the same number, at the same second.
What is on the shelf, what it is worth, and how much of it is 18K.
Which pieces are in the safe, in the window, or at the second store.
What sold, to whom, by which seller, through which channel, at what margin.
What the workshop turned over, on the same terms as the counter.
What bespoke work actually brings in, month by month, rather than by feel.
Every order line in one place, with the order type available as a column.
Money in and out, by account, method, category, contact and currency.
A sale rung up two minutes ago is in the report. There is no warehouse to wait for.
Group it, count it, narrow it. In that order, with no syntax.
Dimensions become the rows. Measures become the columns of numbers. Filters decide what never enters the total in the first place, which is the difference between a report you trust and one you check twice.
Add one and you get a list. Add two and you get a list inside a list: brand, then month within each brand. Remove one and the report reshapes rather than breaking.
Stack as many as you want on the same rows. Turnover and profit and piece count in one table beats three tables you have to line up by hand.
Sort on any column and cap the rows, fifty by default. A top-ten list is a row limit, not a separate feature you have to go and find.
The answer appears while you are still choosing.
Every change redraws the preview. You find out that grouping by customer gives you four hundred rows immediately, not after saving a report and opening it. When it says what you meant, name it and keep it.
With no dimensions selected, each measure renders as a single large figure. That is how you build the four tiles you want to see first thing in the morning.
A saved report has a name, a description and an owner. Flip one switch and the whole team sees it; only you or an admin can change it.
Group by brand. Measure total carat weight in stock.
Any business intelligence tool can count orders and add up revenue. None of them have heard of carat weight, of stock valued at cost against retail, or of a piece bought back from a customer whose profit is not the sale price minus an invoice. These are measures here, not a spreadsheet you keep on the side.
Buy-backs are their own kind of purchase: grams, purity and a price on the day. Group them by month or by customer and you can see whether your scrap buying is keeping pace with the metal price. Starts in customer purchases.
Pieces that belong to someone else carry their owner and their percentage. Group sold lines by owner for a period and the payout column is the report: the thing you settle from, rather than the thing you work out before you settle.
Sell in more than one currency and you can group by it. Totals stay separated per currency instead of being quietly added together at a rate nobody chose.
Your Saturday staff should not be able to build a margin report.
Cost, profit and supplier are not greyed out for people who should not see them. They are not in the builder at all: not as a measure, not as a filter, not as a column in something a colleague shared. Everyone gets a report tool. Not everyone gets the same one.
The best report is the one you never build twice.
Pin any saved report to a dashboard as a widget: a quarter of the width, a third, a half, or the whole row. Drag them into the order you actually read in. After that the question you spent ten minutes composing is a screen you glance at with your coffee.
Some reports are not for you. They are for your accountant.
Any report leaves as a spreadsheet with every column intact, or as a clean PDF with your business details on it. Both keep the grouping, the filters and the totals, so what arrives is the report you looked at rather than a raw dump someone has to rebuild.
If they would rather have the ledger than a spreadsheet, invoicing sends them structured data instead.
For the people who will pivot it anyway. Opens in Excel, Sheets and Numbers without a conversion step.
Wide tables get landscape so nothing falls off the page. Your business details are already in the header.
Export is a separate permission. Plenty of people should read reports; fewer should be able to carry them out of the building.
A report is only as good as the day-to-day work behind it.
What did you sell most of last February?
If answering that means exporting to a spreadsheet and an hour of your evening, book a demo. We will build the report with you, on your own data, while you watch.