Reporting & Analytics

Every report. Every team. One live data source.

Most reporting tools require exporting data from multiple systems, combining spreadsheets, and presenting numbers that are already out of date. HieCOR Reporting & Analytics draws every report — sales, inventory, orders, service, billing, and purchasing — from the same live transaction database your operations run on. No exports. No lag. No reconciliation.

See a 30-minute demo Explore the platform ↓

No commitment required · US-based implementation team

Live

every report draws from real-time transaction data

no exports, no nightly batch, no stale numbers

report categories covering every department

sales · inventory · orders · service · billing · purchasing

1 click

from report exception to operational action

low stock → PO · overdue invoice → customer · missed SLA → ticket

Daily

AI-ranked business decisions from your reporting data

purchasing, customer, operational insights ranked by impact

Built for leadership, operations, finance, and department teams who need one source of truth

Appliance retail & service Furniture retail Mattress & bedding HVAC & trades Appliance repair Equipment sales & service Multi-location retail Field service businesses

Live

report data from the same source powering operations

no separate reporting database, no data lag

report categories across every department

sales, inventory, orders, service, billing, purchasing

45 days

average time from contract to go-live

US-based implementation team included

Daily

AI business decisions from your reporting data

purchasing, inventory, customer, and operational insights

Reporting Lifecycle

From live data to operational decision — one connected reporting workflow.

Reporting breaks when sales, inventory, service, billing, and purchasing data live in separate systems that must be exported, combined, and reconciled manually. HieCOR draws every report from one live data source and connects every insight directly to an operational action.

app.hiecor.com / customer / intelligence

1Connect

Every report draws from one live data source — not a nightly export.

HieCOR reports pull from the same live transaction database that powers your POS, CRM, inventory, service, and delivery operations. There is no separate reporting database, no scheduled sync, and no stale data. When a sale closes at 2pm, the sales report reflects it at 2pm — not tomorrow morning.

LiveEvery report draws from live transaction dataSales, inventory, orders, service, delivery, and purchasing data updated in real time — no nightly export, no data lag.

✓Sales, inventory, orders, and service data in one reporting layer
✓Real-time updates — no nightly batch, no data lag
✓Customer lifetime value, purchase history, and service records connected
✓Cross-department data visible in one reporting workspace

See it in action Explore CRM & Customer Data →

app.hiecor.com / fulfillment / order-detail

2Filter

Slice every report to exactly the view your team needs.

Filter by location, department, category, brand, product, date range, technician, truck, customer tier, order status, payment method, or any combination. Every filter parameter is connected to the same live data source — so the same report can be a company-wide summary for leadership and a location-level detail for an operations manager.

MultiFilter dimensions on every reportLocation, department, category, brand, technician, date range, status, and more — every filter applied to live data instantly.

✓Filter by location, department, category, and brand
✓Date range controls from daily view to year-over-year comparison
✓Technician and crew-level filtering for service and delivery reports
✓Customer tier and status filters for CRM and revenue analysis

See it in action Explore Order Management →

app.hiecor.com / service / field-evaluation

3Analyze

Surface the exceptions before they become problems.

HieCOR highlights the numbers that need attention — negative available-to-sell positions, overdue invoices, below-minimum inventory, delivery completion rates below target, service tickets past SLA, and purchasing gaps. The data doesn't just display — it tells your team what requires action today.

AlwaysException flags surfaced automatically within reportsNegative stock, overdue invoices, missed SLAs, and purchasing gaps flagged in the report — no manual cross-referencing required.

✓Negative available-to-sell positions highlighted automatically
✓Overdue invoice and payment aging flagged within billing reports
✓Below-minimum inventory positions surfaced in stock reports
✓Service and delivery SLA exceptions identified by AI

See it in action Explore Inventory Reports →

app.hiecor.com / service / SRV-9942

4Act

Go from insight to action without leaving the platform.

Reports in HieCOR aren't dead ends. A low-stock report links directly to the purchase order creation workflow. An overdue invoice report surfaces the customer record and payment follow-up options. A service exception report opens the ticket. The reporting layer and the operational layer are the same system — so action is always one click away.

1 clickFrom report exception to operational actionLow stock → purchase order. Overdue invoice → customer record. Service exception → ticket. Every insight leads directly to an action.

✓Low-stock report links to purchase order creation
✓Overdue invoice surfaced with customer record and follow-up options
✓Service exception connects directly to the open ticket
✓Delivery miss opens the route detail and customer communication

See it in action Explore Purchase Orders →

app.hiecor.com / invoice / create

5Export

Share the right data with every team in the format they need.

Export any report to CSV for finance and accounting tools. Print formatted reports for leadership review. Schedule recurring report delivery to the right teams at the right cadence. Every export draws from live data at the moment it is run — no manual compilation, no copy-paste from multiple systems.

AnyExport format for every team and use caseCSV for finance, print-ready for leadership, scheduled delivery for recurring team reporting — all from live data at export time.

✓CSV export for finance, accounting, and ERP integration
✓Print-ready formatted reports for leadership distribution
✓Scheduled report delivery at daily, weekly, or monthly cadence
✓Export at department, location, or company-wide level

See it in action Explore POS & Payments →

app.hiecor.com / purchasing / create-po

6Optimize

Let AI turn your reporting data into purchasing and operational decisions.

HieCOR AI reads your reporting data and surfaces the decisions your team should make — which products to reorder and in what quantity, which customers are ready for outreach, which routes are consistently underperforming, which service categories are driving the most revenue. Your leadership team gets a daily briefing ranked by business impact.

DailyAI-ranked business decisions from your reporting dataPurchasing, inventory, customer, and operational decisions surfaced every morning — ranked by revenue impact, ready to action.

✓AI purchasing recommendations from sales velocity and stock data
✓Customer outreach opportunities ranked by lifetime value and recency
✓Route and delivery efficiency insights from completion data
✓Service category performance summary with revenue and margin context

See it in action Explore AI & Data Decisions →

Report Library

Six report categories. Every department covered.

HieCOR includes a full operational report library covering sales, inventory, orders, service, billing, and purchasing — all drawing from the same live data source, all filterable by location, department, date, and team.

💰

Sales & Revenue Reports

Track revenue by location, channel, department, category, product, and date range. Compare period-over-period performance. Surface top-performing products and sales team results from one consolidated view.

Sales summaryChannel revenueProduct performancePeriod comparison

📦

Inventory & Stock Reports

View on-hand, committed, available-to-sell, in-transit, and on-open-PO quantities per product and location. Flag negative positions, below-minimum items, and slow movers. Filter by department, category, brand, and supplier.

On-hand by locationCommitted vs availableBelow-minimum alertsSlow-mover analysis

📋

Order & Fulfillment Reports

Track open orders, delivery status, completion rates, exceptions, and second-visit patterns. Filter by technician, zone, truck, and date. Surface missed SLAs and delivery exceptions before they become customer complaints.

Open order dashboardDelivery completion rateException trackingTechnician performance

🏢

Service & Job Reports

Monitor first-visit fix rates, technician utilization, average time on-site, job category breakdown, and warranty service patterns. Surface the service metrics that drive profitability and customer satisfaction.

First-visit fix rateTech utilizationJob category breakdownWarranty service trends

🧾

Billing & Payment Reports

View invoiced revenue, collected payments, open balances, overdue accounts, and payment method breakdown. Aging AR by customer and date. Filter by location, account tier, and payment terms.

Invoiced vs collectedAging AR reportPayment method mixOverdue account alerts

🛒

Purchasing & Supplier Reports

Track purchase order volume by vendor, expected receipt dates, overdue POs, and purchasing spend. Compare vendor lead times, pricing trends, and order frequency. Connect purchasing data to inventory and sales velocity.

PO volume by vendorOverdue receipt alertsVendor spend analysisLead time comparison

AI Employees

AI turning your reporting data into decisions every day.

HieCOR AI Employees read your live reporting data and surface the operational decisions your team should make — purchasing, inventory, customer outreach, and route optimization — ranked by business impact and ready to action.

Alex

Inventory & Supply Chain AI

📦

→Reads inventory reports and surfaces below-minimum positions, negative available-to-sell items, and slow movers — ranked by sales velocity and urgency
→Translates inventory exception reports into purchase order recommendations with quantities, vendors, and expected delivery windows
→Flags overdue PO receipts from purchasing reports before they affect fulfillment commitments and customer delivery dates

Meet Alex →

Morgan

Revenue Growth & Marketing AI

📣

→Reads sales reports and surfaces customer segments with repeat purchase potential, lapsed engagement, or winback opportunity — ranked by lifetime value
→Identifies products from sales reports that are trending up and should be prioritized for inventory investment or promotional campaigns
→Translates channel performance reporting into campaign and marketing recommendations for the highest-ROI customer segments

Meet Morgan →

Jordan

Delivery & Field Operations AI

🚚

→Reads delivery and route reports and surfaces recurring timing patterns, completion rate drops, and zones with consistent exceptions
→Translates order exception reports into dispatch recommendations — which jobs need reassignment, which routes need restructuring
→Identifies technician and truck utilization gaps from service and delivery reports and flags capacity optimization opportunities

Meet Jordan →

Jamie

Sales & Customer Experience AI

💼

→Reads sales performance reports and surfaces which customers, products, and channels are contributing most to revenue growth — and which are declining
→Identifies customers from transaction reports with high purchase frequency who haven’t returned in 90+ days as priority follow-up opportunities
→Translates quote and estimate report exceptions into a ranked list of stalled sales opportunities for the team to act on today

Meet Jamie →

Who Uses Reporting & Analytics

Built for every team that needs to see the numbers and act on them.

HieCOR Reporting & Analytics gives every team the view they need — from company-wide leadership dashboards to location-level operational detail — all from the same live data source.

Leadership & Finance

Company-wide performance visibility

Leadership and finance teams need a consolidated view of revenue, margin, inventory value, open AR, and purchasing spend across every location and department — without waiting for someone to compile a spreadsheet. HieCOR delivers that view from live data, updated the moment any transaction posts anywhere in the business.

Revenue by location, department, and channel — live
Inventory value and aging across every warehouse
Open AR and overdue accounts with aging breakdown

Operations

Department and location-level operational reporting

Operations managers need to see what’s happening at their location — inventory position, open orders, delivery completion rates, service exceptions, and team performance — without pulling data from multiple systems. HieCOR gives every operations manager a live view of their location with one-click drill-down to transaction detail.

Location-level inventory, orders, and service reports
Delivery completion rates and exception tracking
Technician and crew performance from one dashboard

Purchasing & Inventory

Stock and supplier decision support

Purchasing and inventory teams need to know what’s below minimum, what’s on order and when it arrives, which vendors are delivering on time, and which products are moving too slowly. HieCOR connects inventory position, purchase order status, and sales velocity in one reporting view — and AI translates exceptions into purchasing recommendations.

Below-minimum and negative available-to-sell alerts
Open PO status with expected receipt tracking
AI purchasing recommendations from sales velocity

Why HieCOR

What changes when every report draws from one live data source.

The reporting gaps most retail and service businesses live with every day — and what HieCOR does differently.

Situation	Without HieCOR	With HieCOR
Leadership wants yesterday’s sales numbers	✗Someone exports from the POS, combines with the eCommerce report, formats in Excel, and emails it — hours later, already out of date	✓Sales report draws from live transaction data — the moment a sale closes anywhere, it appears in the report
Finance needs open AR and aging balances	✗Export from billing system, match against sales records, identify overdue accounts manually — takes most of a morning	✓AR aging report runs from live billing data — overdue accounts flagged automatically, customer record one click away
Inventory team needs current stock levels	✗Export from the inventory system — showing last night’s numbers, before today’s sales and receiving posted	✓Inventory report reflects every sale, receipt, adjustment, and reservation posted today — in real time
Operations manager sees a stock exception in a report	✗Takes a note, opens a separate purchasing tool, looks up the vendor, creates the PO manually in another system	✓Exception links directly to purchase order creation with the item pre-populated — one click from insight to action
Multi-location report for leadership review	✗Each location manager sends their numbers, someone compiles them into a single spreadsheet — inconsistent formats, always late	✓Multi-location report runs in seconds from one screen — same format, same data source, same moment in time for every location
Identifying the cause of a revenue decline	✗Pull reports from multiple systems, try to align the data, spend hours tracing which location, product, or team is responsible	✓Drill from company-level to location to department to product in the same report — the source of the variance is visible in minutes

FAQ

Questions about HieCOR Reporting & Analytics.

Everything buyers ask before deciding whether HieCOR is the right reporting platform for their business.

AwarenessIs HieCOR only a report viewer?

No. HieCOR Reporting & Analytics connects live data across sales, inventory, orders, service, billing, and purchasing — and connects every report exception directly to the operational workflow that resolves it. A low-stock report links to purchase order creation. An overdue invoice links to the customer record. A service exception links to the ticket.

AwarenessHow current is the data in HieCOR reports?

Reports in HieCOR draw from the same live transaction database that powers your operations. When a sale closes, the sales report reflects it immediately. When a PO receipt is posted, the inventory report updates in real time. There is no nightly batch, no scheduled sync, and no separate reporting database.

AwarenessWhat report types does HieCOR include?

HieCOR includes six report categories: Sales & Revenue, Inventory & Stock, Order & Fulfillment, Service & Job, Billing & Payment, and Purchasing & Supplier. Each category includes multiple report views filterable by location, department, category, brand, date range, and other operational parameters.

EvaluationCan reports be filtered by location, department, or date range?

Yes. Every HieCOR report supports multi-dimensional filtering — by location, department, category, brand, product, technician, date range, payment method, account tier, and order status. The same report template can be configured for a company-wide leadership view or a single-location operational detail view.

EvaluationCan HieCOR reports be exported or shared with other teams?

Yes. Reports can be exported to CSV for finance and accounting tools, printed in formatted layouts for leadership review, and scheduled for recurring delivery to the right teams at daily, weekly, or monthly cadence. Every export draws from live data at the moment it is run.

EvaluationHow does AI help with reporting and analytics?

AI Employees in HieCOR read your reporting data and surface the decisions that follow from the numbers — which products to reorder and in what quantity, which customers are ready for outreach, which routes are underperforming, which service categories are most profitable. Your team gets a ranked action list from the data, not just a data dump to interpret.

DecisionHow is HieCOR Reporting & Analytics priced?

HieCOR is priced based on the modules you deploy and the scope of your operation. Reporting & Analytics is included as part of the HieCOR platform — the report library draws from whatever modules you have deployed. Pricing is discussed during the demo.

DecisionWhat does implementation look like for reporting?

Because HieCOR reports draw from live operational data, there is no separate reporting database to set up or configure. Implementation focuses on configuring report access by role and team, setting up scheduled report delivery, and ensuring each department has the right filtered views for their operational needs. Most businesses are live within 45 days.