CostFoundryCostFoundry
Reports and Exports

Turn Cost Data Into Clear Reports and Decisions

Review profitability, cost trends, supplier activity, Material changes, Production Plans, and workspace health, then export the results in formats your business can use.

Move from detailed cost records to a clear business view.

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KPIsChartsExport

Reports Overview

KPI cards, trend charts, product performance, and export menu

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Cost data is most useful when it can be understood and shared

Businesses may have accurate Material, Recipe, Build, Product, pricing, and production data but still struggle to see the larger patterns or communicate them clearly.

Data Spread Across Records

Important information may be difficult to compare across many Products.

Limited Trend Visibility

Current cost alone does not show what changed over time.

Unclear Profitability

The highest-selling Product is not always the most profitable.

Difficult Sharing

Operational teams may need Excel, PDF, print, or CSV outputs.

Bring the workspace into one reporting view

CostFoundry Reports can help users review Product profitability, Recipe and Build cost comparison, Material price trends, supplier activity, Price Change impact, Packaging, labor, and distribution costs, Production Plan results, data quality, workspace health, and saved report configurations.

Reports should use current authorized workspace data and respect filters, date ranges, and user permissions.

How Reports and Exports work

1

Choose the Reporting Period

Select a preset or custom date range.

2

Apply Filters

Filter by Product, Recipe or Build, Material, supplier, category, or status.

3

Choose the Metric

Review cost, revenue, profit, margin, price changes, or usage.

4

Explore Charts and Details

Move from KPI summary to record-level detail.

5

Save the Report

Preserve the selected filters and metrics.

6

Export or Print

Generate Excel, PDF, CSV, or print output.

Review the business from multiple angles

Each report category provides a different perspective on cost, profitability, and data quality.

Product Performance

Review Product Cost, Sale Price, Gross Profit, Gross Margin, and ranking.

Recipe and Build Performance

Compare Batch Cost, Cost per Unit, output, and linked Products.

Material Cost Analysis

Track high-spend Materials, price movement, and usage.

Supplier Analysis

Review supplier spend, Material count, and price activity.

Price Change Impact

See affected Recipes, Builds, Products, cost, and margin changes.

Additional Cost Analysis

Review Packaging, labor, distribution, and custom Cost Categories.

Production Plan Reporting

Review targets, requirements, Purchase Cost, Production Cost, revenue, and Gross Profit.

Data Quality

Identify missing prices, conversions, units, or incomplete records.

Move from summary to detail

KPI cards provide a top-level view. Charts and detail tables let you drill down to record-level information.

Total Production Cost
$38,120
Total Revenue
$91,500
Gross Profit
$53,380
Average Gross Margin
54.1%
Average Cost per Unit
$19.06
Materials with Price Changes
7
Active Products
24
Incomplete Records
3
Available Chart Types
Cost and Margin TrendProduct Profitability MapRecipe and Build Cost ComparisonMaterial Price TrendsSupplier Spend DistributionCost Composition by Product

Save the views you use most

Saved Reports preserve the complete report configuration so common setups can be reused without rebuilding.

Report nameDate rangeFiltersSelected metricsComparison periodChart selectionsSort orderCreated byCreated dateUpdated date
Example Saved Reports
Monthly Product Profitability
Supplier Cost Review
Materials With Price Increases
Packaging Cost Summary
Quarterly Margin Analysis
Production Plan Cost Summary
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SavedFiltersMetrics

Saved Reports

Reusable report configurations with filters and metrics

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Export in the format the work requires

Choose the format that matches how the data will be used and shared.

Excel

Use structured sheets, filters, number formats, and detailed rows.

PDF

Create a polished summary with charts and key findings.

CSV

Export raw filtered data for further analysis.

Print

Create a clean view without application navigation or controls.

Create organized workbooks, not raw data dumps

Excel exports include formatting, structure, and multiple sheets so the output is ready for business use.

Report titleDate rangeActive filtersKPI summaryRelevant detail sheetsCurrency formattingPercentage formattingFrozen headersAuto filtersReasonable column widthsSource detail where relevant
Possible Workbook Sheets
1Report Summary
2Products
3Recipes and Builds
4Materials
5Suppliers
6Price Changes
7Data Quality

Share a clean business summary

PDF and print output provide a polished, shareable view without application navigation or controls.

CostFoundry logoReport titleReporting periodFiltersKPI summaryChartsKey findingsDetailed rowsExport date
Clean layout with charts and key findings
No sidebar, search, or notification controls
No hidden admin actions
No hover-only details

Reporting that stays connected to the source data

Global Date Range

Apply one reporting period across the page.

Filters

Use Product, Recipe or Build, Material, supplier, category, or status filters.

KPI Cards

Review top-level business metrics.

Interactive Charts

Explore trends and comparisons.

Detail Tables

Move from summary to record-level information.

Saved Reports

Reuse common report setups.

Excel Export

Create structured workbooks.

PDF Export

Generate polished summaries.

CSV Export

Download filtered raw data.

Print View

Create a clean print-ready version.

Data Quality Reporting

Identify incomplete or inconsistent records.

Insights

Show supported observations from the selected data.

Review Product profitability and the cost drivers behind it

An industry-neutral example showing how a single report connects cost composition, pricing, and Price Change impact.

Premium Installation Kit

Reporting period: Last 90 Days

Last 90 Days
Product Cost
$31.20
Sale Price
$68.00
Gross Profit
$36.80
Gross Margin
54.1%
Cost Composition
Material Cost
68%
Packaging Cost
8%
Labor Cost
14%
Distribution and Other
10%

Two Materials increased in cost. Estimated Product Cost increase: $1.18 per unit.

Suggested action: Review Product pricing

Explore the report, then export what matters

Review KPI cards, charts, and top-level business metrics.

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Report Overview

CostFoundry interface preview

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Use cost data beyond the individual record

Compare Product profitability

Track Material and supplier trends

Understand cost composition

Identify margin risk

Find incomplete records

Export clear business-ready reports

Connect reports to the full cost workflow

Flexible Cost Analysis

Build complete cost models with custom Cost Categories.

Learn More

Price Change Tracking

Track Material price changes and see affected records.

Learn More

Saved Production Plans

Save and reuse multi-item Production Plans with targets and costs.

Learn More

Workspace Health

Identify missing prices, incomplete records, and data-quality issues.

Learn More

Reports and Exports FAQ

CostFoundry Reports can help review Product profitability, Recipe and Build cost comparison, Material price trends, supplier activity, Price Change impact, Packaging, labor, and distribution costs, Production Plan results, data quality, and workspace health. Saved report configurations can also be preserved for reuse.

Learn how to use this feature

Step-by-step instructions, examples, and troubleshooting tips in the CostFoundry Learning Center.

Export Reports and PDFs

Filter CostFoundry Reports, review the results, and export Excel, PDF, CSV, or print-ready files where supported.

Open Guide

Ready to turn cost data into clearer decisions?

Review profitability, trends, suppliers, Price Changes, and data quality, then export the results.