Reports & exports¶

Export forecasts, schedule delivery, and build S&OP packs from AccuPredix.

In-app exports¶

Available from a completed run or portfolio views (tier-dependent).

Format	Minimum tier	Contents
CSV	Starter+	Forecast quantiles, series metadata
Excel	Starter+	Multi-sheet workbook with summary tabs
PDF	Starter+	Branded portfolio or run report

White-label branding (Agency)¶

Configure under org Settings:

Company name and logo
Primary colour and report footer
Option to hide AccuPredix branding on PDFs

Scheduled reports¶

Growth+ orgs can schedule recurring email delivery:

Settings → Scheduled reports (or run detail → schedule).
Choose frequency (weekly typical for S&OP).
Select recipients and report type (portfolio summary, run detail).

Requires operator SMTP configuration in production.

S&OP meeting pack (Growth+)¶

The meeting pack export bundles:

Portfolio KPIs and accuracy summary
Top demand shifts since last run
Override and approval status
Data quality scorecard

Generate from the dashboard or run detail Export menu before your cycle meeting.

Agency portfolio exports¶

On Agency health (/agency/health):

Portfolio PDF — multi-client accuracy comparison
Portfolio Excel — tab per client with key metrics

Use for QBRs and internal consultancy reviews.

OData / BI feed (Growth+)¶

Connect Power BI, Tableau, or Excel to the OData endpoint documented under API keys in the app. Read-only access to latest completed forecasts without manual CSV downloads.

Public API for downstream reports¶

Automate extracts with the REST API:

GET /api/v1/runs/{run_id}/forecasts?limit=10000
X-API-Key: apx_live_xxx

See API endpoints for full reference.

Customer reports align with SRS Report_Specs (RPT-C-*). Common outputs:

Report	Typical use
Portfolio summary	Executive KPI email
Series detail	Planner workbook for one SKU
Safety stock list	Replenishment meeting
Override audit	Governance before lock
Segment breakdown	Commercial review by customer segment

Dashboard widgets (DASH-C-*) surface the same metrics interactively — see Dashboard.

Tips¶

Export after approval if your process requires sign-off (WF-001).
Include apply_overrides=true on API forecast fetch when overrides are official numbers.
For large workspaces, paginate API forecast calls or use OData incremental refresh.