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reporting

Inventory Reports

Inventory reports cover stock listings, valuation views, adjustment history, certifications, reconciliation, and movement-oriented summaries. Open them from the Reports hub under the Inventory category.

Note: Some Inventory reports only show useful results when the related item setup already exists, such as lot tracking, serial tracking, certification fields, or min/max settings.

Quick Reference

ActionPath
Open Inventory reportsReports → Type: Inventory
Example reportReports → Type: Inventory → Active InventoryReport
Available actionsReport, Print, Settings, Filters, CSV, XLSX

What You Can Do Here

  • Review active, archived, and committed stock views
  • Open valuation, landed-cost, and point-in-time reports
  • Review adjustment history, Audit Trail, rollback, and reconciliation outputs
  • Check serialized, expiring, or certification-related inventory views
  • Export report output for offline review

Available Reports

The Inventory category includes 27 reports:

ReportRT
Active Inventory140
Age214
Archived Inventory141
Audit Trail96
Average Inventory Level / Month114
Bill of Materials215
Certifications and Inspections263
Certifications and Inspections Overview132
Committed Stock52
Complete Adjustment History85
Count3
Expiring Inventory210
Landed Cost282
Levels Max/Monthly113
Point In Time by Lot228
Point In Time Valuation117
Profitability261
Reconciliation List94
Rollback252
Rollup255
Running Tally160
Serialized Items List199
Stock Adjustments200
Upcoming Certifications and Inspections133
Valuation4
Valuation by Lot16
Velocity233

Opening a Report

  1. Go to ReportsType: Inventory.
  2. Select a report from the Report dropdown.
  3. Click Report to open it, Print for print view, or Settings to open report setup.
  4. From the output page, use Filters to narrow rows, then use CSV or XLSX if you need an export.

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