Inventory Reports
Find the right Inventory report, know what it shows and which filters work, and print or export it.
Where the reports are
In the Web admin, open Inventory > Reports. The menu lists the most used reports; All Reports opens a page with every report grouped into Stock Reports, Operational Reports, Inventory Analysis and Transaction Reports. You need permission to view inventory reports.
Every report opens with a Report Parameters card at the top and an All Reports button to go back. On each report the filter lists only offer the choices that work; fields not mentioned below have no effect.
Stock reports
| Report | What it shows | Filters |
|---|---|---|
| Stock Level Stock Levels on the All Reports page |
Every product in every warehouse with On Hand, Reserved, Available, Reorder Point, Max Stock and a Status badge, plus counts of Healthy Stock, Low Stock and Out of Stock products and a Stock by Category chart. | Opens empty. Choose Warehouse, Product Category, Include Zero Stock Items and Include Inactive Products, then click Apply Filters. |
| Low Stock | Every product at or below its reorder level, with Status (Out of Stock or Below Reorder Point), Available, Reorder Point and Qty to Order, plus counts and charts by category and warehouse. Only products with a reorder level are listed: see Stock Alerts. The Value Needed, Turnover and Last Purchase columns are not filled in. | Runs when opened. No working filters. |
| Stock Valuation | Every product with stock on hand, by warehouse, with its Quantity and Unit. The Cost Per Unit and Total Value columns are not taken from the product's unit cost, so do not use them as your stock value; use Stock value on Inventory > Dashboard instead. | Runs when opened. Include Inactive Products works. Group By Category or Warehouse adds a chart card below the table. |
| Inventory Aging | Every product with stock on hand, with Quantity, Unit Cost, Current Value (quantity times the product's unit cost), the date of its last stock movement and an age band: 0-30, 31-60, 61-90, 91-180, 181-365 or Over 365 Days. Age counts from the product's last stock movement. An Aging Summary table gives the value in each band. | Runs when opened. Include Inactive Products works. |
Operational reports
These are on the All Reports page under Operational Reports. Each runs as soon as it opens, using a default period; change the filters and click Run Report. The Warehouse and Category lists are filled in on these reports.
| Report | What it shows | Filters and default period |
|---|---|---|
| Batch Expiry | Batches that have expired or will expire within the chosen days: counts of Expired, Expiring within 7 days and Expiring within 30 days, an expiry timeline, and each batch with its Expiry date, Days left and Risk. Only batches with expiry dates appear: see Batches. The value and on-hand figures on this report are not filled in. | Expiring within (days), default 90, and Include already expired, default on. The Warehouse and Category lists have no effect here. |
| Waste & Spoilage | Stock written off through adjustments out and negative adjustments: Waste value, Daily average, Quantity written off and the change Against previous period; waste By reason (taken from the note on the adjustment); Most wasted products; and every write-off with date, product, warehouse, batch, quantity, unit cost, value, reason and notes. | From, To, Warehouse, Category. Default: the last 30 days. |
| Stock Count Variance | What each stock count found against what the system expected: Count accuracy, Shrinkage, Surplus and Net variance; one line per count; and every counted line with System, Counted, Variance, %, Value and Counted by. | From, To, Warehouse, Category, Only lines with a variance (default on), Include counts not yet posted (default off). Default: the last 90 days. |
| Theoretical vs Actual Usage | Per item: Theoretical usage (what recipes deducted for what was sold and produced), Waste, Count correction, Actual usage, the Variance, %, Unit cost and Variance value, largest variance first. | From, To, Warehouse, Category, Include items with no usage (default off). Default: the last 30 days. |
| Supplier Price History | What each supplier charged per item on every posted goods received note: Purchased total, Items bought, how many prices went up and down; Price movement by item and supplier (first, last, low, high and average price with the change); and Every receipt with its unit price and the change against the previous receipt. Draft or approved receipts are not included until they are posted. | From, To, Supplier, Category. Default: the last 180 days. |
| Stock Adjustment Register | Every manual adjustment and stock-count correction: Adjustments count, Stock added, Stock removed and Net effect; a By type summary; and the register with date, type, product, warehouse, quantity, unit cost, value, reference, notes and who recorded it. | From, To, Warehouse, Category, Adjustment type (All adjustment types, Manual adjustment, Adjustment in, Adjustment out (waste), Stock count correction). Default: the last 30 days. |
Reports elsewhere in the Inventory menu
| Report | Where | What it shows |
|---|---|---|
| Supplier Outstanding page title: Accounts Payable Aging |
Inventory > Supplier Outstanding. You need permission to view supplier bills. | What you owe each supplier on posted bills, split into Current (0-30), 31-60, 61-90, 91-120 and Over 120 days, with a Total. Pick a date and click As of to see the position on that day. Pay on a supplier's line opens Pay Bills for that supplier. See Supplier Bills. |
| Production Report | Inventory > Production Orders, then the Report button at the top. | For completed production orders in the period: Total Material Spend, Production Runs and Produced But Not Sold, then one line per produced item with runs, planned and produced quantity, yield variance, spend, unit cost, how much was used, portions sold and what is unsold. Set From and To (default: today) and click Run. See Production Orders. |
Menu entries that do not work yet
These appear in the Inventory > Reports menu and on the All Reports page, but do not give usable results:
- Inventory Movement: the table shows no dates, types or quantities. Use Inventory > Stock Movements instead (see Stock Movements).
- Inventory Turnover: the turnover figure is always 0.
- Purchase Order Status: always says no purchase orders were found. Use the list on Inventory > Purchase Orders.
- Stock Transaction History (Transaction History on the All Reports page): shows only the first 20 movements of the period, so its totals are not a history. Use Inventory > Stock Movements.
Print and export
The buttons at the top right of a report depend on which group it belongs to.
| Button | What it does | Where it is |
|---|---|---|
| Opens your browser's print dialog for the page as shown. | All reports under Inventory > Reports. | |
| Save as PDF | Also opens the print dialog; choose Save as PDF as the printer. Nothing is generated on the server. | Stock Level, Low Stock, Stock Valuation, Inventory Aging. |
| Export as Excel | Downloads an .xlsx file with one row per line of the report and one column per field. The file uses the filters in the page address, so on Stock Level it ignores the filters you applied and exports every warehouse. | Stock Level, Low Stock, Stock Valuation, Inventory Aging. |
The operational reports, Supplier Outstanding and the Production Report have no Excel export. There is no CSV export and no scheduled or emailed report.