Inventory Reports
There are two main reports for inventory items, both of which are available under Reports → Sales Order Reports → Listings and Exports:
- Inventory Item Custom Listing and Export
- Inventory Item Quantity Adjustment Listing and Export
Both of these reports use the common Custom Listing and Export engine, thereby allowing you a great deal of flexibility.
Example Reports
Inventory Stock Report
Print an Inventory Item Custom Listing and Export report for all non-active items showing the description, quantity on hand, SKU, and more of your inventory. Use this report for all your inventory needs.
Go to Reports → Sales Order Reports → Listings and Exports → Inventory Item Custom Listing and Export
Search
- Click Search in the sidebar
- Configure the quantity search:
- Any - Search any quantity on hand
- Range - Search a selected range of quantity; e.g. items between 5 and 50 on hand, 1 and 15, etc.
- Configure the Categories search:
All - Search every single Category created
Selected - Search individual Categories; e.g. Books, Apparel, etc.
Columns
- Click Columns in the sidebar
- Click the small plus button to create a set
- Enter a description of Inventory
- Click OK
Modify Set
- Double-click Description under Available Fields
- Double-click SKU under Available Fields
- Double-click Quantity on Hand under Available Fields
- Click Close
Aesthetic
- Click Columns
- Click Blank line between results
Configure Sorts and Totals
- Click the Configure Sorts and Totals button
- Select Category
- Check the box marked Subtotal
- Select Description
- Click Save
Preview and Export
- Click Refresh button on the report toolbar to preview your report
- Click one of the buttons on the report toolbar to Export or Print your report
- Click Save
Quantity Activity Report
Print an Inventory Item Quantity Adjustment Custom Listing and Export report for a specific inventory item to show purchases and restocking over time. Use this report to predict future need and troubleshoot stock discrepancies.
Go to Reports → Sales Order Reports → Listings and Exports → Inventory Item Quantity Adjustment Custom Listing and Export
Search
- Click Search in the sidebar
- Set a search for the dates the quantity was adjusted, to track sales
Columns
- Click Columns in the sidebar
- Click the small plus button to create a set
- Enter a description of Quantity Adjustment History
- Click OK
Modify Set
- Double-click Adjustment Date under Available Fields
- Double-click Adjustment Type under Available Fields
- Double-click Amount under Available Fields
- Double-click Memo under Available Fields
- Click Close
Aesthetic
- Click Columns
- Click Blank line between results
- Click Show striping
Configure Sorts and Totals
- Click the Configure Sorts and Totals button
- Select Description
- Check the box marked Subtotal
- Select Adjustment Date
- Click Save
Preview and Export
- Click Refresh button on the report toolbar to preview your report
- Click one of the buttons on the report toolbar to Export or Print your report
- Click Save