Reports
Status Report

Status Report

The Status Report provides a detailed view of all orders organized by their current status. This report is essential for tracking order fulfillment, identifying late orders, and monitoring your production pipeline.

Plan availability: Reports & Analytics require the Build plan or higher (advanced reporting is included on Production). See Subscriptions & Plans for the full feature breakdown.

Accessing Status Reports

Navigate to Reports → Status from the main navigation. The report defaults to showing today's orders.

Location Filtering

If your company has multiple locations configured:

  • All Locations: View orders across all fulfillment locations
  • Specific Location: Select a location to view only orders assigned to that location

This helps you manage workload distribution across different facilities.

Note: Multi-location (multi-warehouse) fulfillment is a Production-tier feature. On a single-location company this filter is hidden.

Filters

The comprehensive filter panel allows you to:

  • Status Filter: Filter by specific order status or view all statuses
  • Date Range: Select start and end dates for analysis
  • Search: Search by order number, customer name, or PO number
  • Column Selector: Choose which columns to display in the table
  • Generate PDF: Export the status report as a PDF
  • Refresh: Reload the report data

Status Options

StatusDescription
AllView all orders regardless of status
LateOrders past their due date that haven't been completed
QuoteOrders in quote stage
Quote PendingQuotes awaiting customer acceptance
OrderedConfirmed orders awaiting production
In ProductionOrders currently being manufactured
InspectionOrders in quality control
Pending ShipmentCompleted orders that haven't shipped yet
ShippedOrders that have been shipped
DeliveredOrders that have been delivered
CompletedFully completed orders
CanceledOrders that were canceled
InvoicedOrders that have been invoiced

Summary Cards

At the top of the table, you'll find key metrics:

  • Total Orders: Count of orders matching your current filters
  • Total Order Value: Combined value of all displayed orders

Multi-Currency Support: If orders are in different currencies, each currency total is displayed separately.

Order Status Table

The main data table displays detailed information about each order:

Default Columns

ColumnDescription
Order NumberUnique order identifier
CustomerCustomer name
PO NumberCustomer's purchase order number
StatusCurrent order status, shown as a color-coded badge
Date CreatedWhen the order was created
Due DateExpected completion date (with late indicator)
TotalOrder total value, including tax
Net TotalOrder value excluding tax
TaxTax charged on the order
ActionsView order details

Optional Columns

You can enable additional date columns using the Column Selector:

  • Ordered: Date when order was confirmed
  • In Production: Date production started
  • Inspection: Date entered quality control
  • Completed: Date order was completed
  • Shipped: Date order was shipped
  • Delivered: Date order was delivered
  • Invoiced: Whether order has been invoiced
  • Date Invoiced: When invoice was generated

Late Order Tracking

The Status Report provides robust late order identification:

Due Date Indicators

  • Normal: Due date displayed in standard text
  • Late: Due date highlighted with an "X days late" badge
  • Not Set: Warning indicator if a due date is missing on a confirmed order

Late Status Filter

Select Late from the status filter to view only overdue orders. An order is considered late when:

  1. The due date has passed
  2. The order is not yet completed, shipped, or delivered
  3. The order hasn't been invoiced

Status Badges

Each status is shown as a color-coded badge (a colored dot plus the status name) so you can scan the pipeline at a glance. TimberCloud uses one consistent status color scheme across the whole platform — the dashboard, order list, and reports all share it — so a badge means the same thing everywhere.

The colors group into a few intuitive families:

StatusBadge style
QuoteNeutral / gray — initial, no action yet
Quote PendingAmber — awaiting customer acceptance
OrderedBrand green — confirmed and underway
In ProductionOrange — active work in progress
InspectionPurple — in quality control
ShippedBrand green — in transit
DeliveredGreen — successfully arrived
CompletedGreen — successfully finished
CanceledRed — terminated
InvoicedNeutral / gray

Tip: The exact shades follow TimberCloud's brand palette and adapt to light and dark mode, so focus on the family (green = on track, orange/purple = in process, amber = needs attention, red = canceled) rather than memorizing a precise hue.

Date-Based Filtering

The status filter intelligently changes which date field is used for filtering, so the date range always applies to the milestone you care about:

Selected StatusDate Field Used
All / Quote / CanceledCreated Date
LateDue Date
OrderedDate Ordered
In ProductionDate In Production
InspectionDate Inspection
Pending Shipment / CompletedDate Completed
ShippedDate Shipped
DeliveredDate Delivered
InvoicedDate Invoiced

Export Options

PDF Report

Click Generate PDF to export a formatted document containing:

  • Summary statistics
  • Complete order list with the current filters applied
  • Date range information
  • Status distribution

CSV Export

You can also export the currently filtered rows to CSV for analysis in a spreadsheet, using the columns you've enabled in the Column Selector.

Tips for Using Status Reports

  1. Daily Production Review: Use the In Production filter each morning to review active orders
  2. Shipping Preparation: Filter by Pending Shipment to identify orders waiting for shipment
  3. Late Order Management: Regularly check the Late filter to prioritize overdue orders
  4. Customer Updates: Use this report to provide accurate status updates to customers
  5. Production Planning: Analyze status distribution to balance workload
  6. Quality Tracking: Monitor the Inspection status to ensure QC isn't a bottleneck
  7. Due Date Compliance: Enable the Due Date column and sort to prioritize upcoming deadlines

Related Reports