Inventory Reports

View as Markdown

The Inventory Report page gives you a configurable summary view of your stock — useful for answering questions like “how many items do we have per client?” or “what is the total weight held per location?”.

Accessing reports

Navigate to Inventory → Reports from the main menu.

Grouping options

Choose how to aggregate inventory data using the Group by selector:

Group byDescription
ProjectOne row per project.
ClientOne row per client.
LocationOne row per location.
StatusOne row per inventory status value.
Custom fieldOne row per unique value of a chosen custom field.

Metrics shown per group

Each group row displays:

MetricDescription
Item countNumber of distinct inventory items in the group.
Total starting quantitySum of starting quantities across all items.
Total on-hand quantitySum of current on-hand quantities (after transactions).
Total weightAggregate weight, shown in the organisation’s configured weight unit.

Filtering

Use the filter panel to restrict which inventory items are included in the report:

  • Project — Limit to one specific project.
  • Client — Limit to items belonging to a specific client.
  • Status — Include only items in a particular status.

Exporting

The report can be exported to CSV using the Export button.