Client Reporting
Carter · weekly reports that write themselves · week of Jun 16
Search clients, reports… Live · generating reports
CLIENT:

◆ The Friday report, already written

● Auto-drafted · ready to send · Northgate Foods
This week's Northgate Foods report wrote itself.
The weekly client report, the one that usually eats a Friday afternoon of pulling numbers from the WMS and pasting them into a deck, is already drafted. Throughput, inventory, on-time and returns are filled in from live data, branded to the client, and waiting for a glance before it goes out. Switch clients above and the whole report re-draws for that brand.
Ready: the Northgate Foods weekly is drafted and on-brand; review and send, or let the client open the live view themselves.

◆ This week's client reports Schedule

ClientCadenceThroughputOn-timeReturnsStatus
↳ Click any client to open its drafted report; clients can also open their own live view.

Where the Friday goes

Per ops person · per week

Manual reporting~11 hrs
Review + send (auto)~1 hr
The pulling and formatting is done; the ops person reviews and sends. That is the 10+ hours back.

Reports out the door

This week

Auto-drafted6 / 6 clients
Sent on time100%
Client live-view opens38
Clients who open the live view tend to ask fewer status questions mid-week.
Plugs into the stack Carter already runs
read-only · works with your WMS & order data · ~4–6 week build
WMS
WMyour WMS
Order / OMS
OMorder data
Returns
RTRMA feed
Client branding
BRper client
→ Tell us your exact systems and we map the connectors to them. It pulls the numbers and writes the branded report per client. Nothing migrates.
Saves 10+ hours of manual client reporting per ops person per week.
Mockup by Instive AI for Carter Distribution · sample data

◆ The numbers that fill the report

Inventory health by client

Live, the same data the report uses

Northgate Foods · fill rate99.1%
Brightway Home · fill rate97.8%
Cedar Works · fill rate96.2%
→ When a fill rate dips, it shows in the report automatically, no one has to remember to flag it.

Returns rolled in

Per client · this week

Northgate Foods88
Brightway Home141
Cedar Works83

One source, every report

Why it stays accurate

Inventory, on-time and returns all come from the same live feeds the warehouse runs on, so the client report and the floor never disagree.
Inventory and returns roll into every client report automatically.
Inventory view · Instive AI for Carter · sample data

◆ Clients on automated reporting

Northgate Foods
grocery · weekly
Reportdrafted
Live-viewenabled
On-time99.2%
Brightway Home
home goods · weekly
Reportdrafted
Live-viewenabled
On-time98.1%
Cedar Works
DTC · weekly
Reportneeds a glance
Live-viewenabled
On-time96.4%
One engine, every client brand
branded reports + live views
Every client reads from the same WMS and order feeds, but the report comes out branded to each. Switch the client and the whole report re-draws; give the client a login and they open the live view themselves, the kind of thing that turns a Friday scramble into a glance.
One AI layer · automated client reporting across every brand.
Mockup by Instive AI for Carter Distribution · sample data