Printcore WALKTHROUGH

Reports

← All walkthroughs
Step 1 of 8Reports

The Reports hub

At the top: KPIs for revenue, jobs, average order value, and what's in production. Below: 5 standard reports and 9 AI-powered insights — all built on your live data, refreshed continuously.

app.printcore.ai/reports
The Reports hub

What to do

Click Reports in the side menu. Scan the KPI strip up top, then explore the report tabs.

Why it matters

Most shops never have time to build reports. Printcore precomputes the headline numbers so you can spot-check the health of the business in 30 seconds.
Step 2 of 8Reports

Standard reports

Five operational tabs: Customer Value, Sales by Product, Inventory Usage, Job Status, Revenue Timeline.

app.printcore.ai/reports
Standard reports

What to do

Click any standard tab to switch the report view. Use the filter chips above (7D, 30D, 90D, 6M, YTD, All) to scope the date range.

Why it matters

These are the day-to-day numbers every shop owner needs. Pulling them out of Printcore takes a click instead of an afternoon in spreadsheets.
Step 3 of 8Reports

AI-powered insights

Nine reports powered by Claude: Sales Trends, Product Mix, Substrate Forecast, Customer Insights, Profitability, Productivity, Pricing Accuracy, Profitability Dashboard, Unprofitable Jobs.

app.printcore.ai/reports
AI-powered insights

What to do

Click any tile in the AI-Powered Insights grid. Each opens with the highlights at the top and the underlying analysis below.

Why it matters

This is the layer that sets Printcore apart from a pure ERP. The AI does the work that would normally need a full-time analyst — surfacing patterns, risks, and forecasts your team would otherwise miss.
Step 4 of 8Reports

Profitability

Per-job and per-customer profit, with materials, labor, waste, and overhead broken out.

app.printcore.ai/reports/profitability
Profitability

What to do

Open the Profitability report. Sort by margin to see your best and worst jobs.

Why it matters

You stop guessing what's making money. The unprofitable jobs become impossible to ignore.
Step 5 of 8Reports

Customer Insight

Consolidates every customer in one view — top accounts, at-risk accounts, gone-quiet accounts, average order size, and forecasted next orders.

app.printcore.ai/reports/customer-insight
Customer Insight

What to do

Open the Customer Insight report. Filter by "At Risk" to see customers with declining order frequency.

Why it matters

Winning back a lapsed customer is 5× easier than finding a new one. This report tells you exactly who needs a call this week.
Step 6 of 8Reports

Production Analysis

Where time is spent across stations, which jobs miss deadlines, what's the typical turnaround.

app.printcore.ai/reports/production
Production Analysis

What to do

Open the Production Analysis report. Look at average dwell time per stage.

Why it matters

You spot the press that's always behind, the finishing step that always slips. Data > opinions.
Step 7 of 8Reports

Filtered exports

Any report can be filtered (date range, customer, job type) and exported to Excel or PDF.

app.printcore.ai/reports
Filtered exports

What to do

Set the filters at the top of any report. Click Export in the top-right.

Why it matters

Boards, accountants, and lenders want clean reports. Pulling them out of Printcore takes a click.

Numbers make sense 📊

Next: shipping and fulfillment workflow.