Wholtra

Reports & Analytics

Run the reports you need. No separate BI tool.

Wholtra gives you wholesale reporting software built into the same platform as your orders and inventory. Run 18+ reports: sales, orders, inventory on-hand, low stock, receiving summary and detail, cost history, top movers, adjustments, and more. Distributor reports without exporting to Excel or buying another tool. Sales reports for wholesalers and inventory reports in one login. Export by date range and use the numbers to run your business.

How it works

Pick a report, set a date range, run it

Choose the report.

Sales, transactions, orders, inventory on-hand, low stock, receiving summary, cost history—wholesale reporting software that covers what you need. Distributor reports in one menu.

Set your date range.

Filter by date so you see the period that matters. Sales reports for wholesalers that actually match your month or quarter. Run it and get the numbers.

Export or use it.

View on screen or export. Inventory reports and order reports in the same place you run your day. No separate BI or reporting subscription.

What you get

Reports built for wholesalers and distributors

Sales and order reports

Transactions, orders, order details. Wholesale reporting software that shows you what sold and when. Sales reports for wholesalers without leaving Wholtra.

Inventory reports

On-hand, low stock, negative inventory, valuation, receiving summary and detail, cost change history, top movers, adjustments. Distributor reports that cover inventory from every angle.

Client report

See activity by client. Inventory reports and sales reports in one place. Wholesale reporting software that ties back to the same platform as your orders and invoicing.

Why use Wholtra for reports

One platform, real numbers

No extra tool

Reports live where your orders and inventory live. Wholesale reporting software that’s part of the same login. Distributor reports without another subscription.

Data you already have

Sales, orders, inventory, receivings—it’s all in Wholtra. Reports for wholesalers that use the same data you’re already entering. No sync, no export from another system.

Built for B2B

Reports that match how distributors and wholesalers think: by client, by product, by date. Inventory reports and sales reports that fit your business.

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Need Support/Have Questions
Send Us an email

We are very responsive to messages

OR

Contact us at:
sales@wholtra.com
1-800-WHOLTRA (800-946-5872)