Help CenterCustom Inventory Reports provide a detailed way to review and manage inventory by giving users oversight of inventory counts, costs, retail pricing, quantities, vendors, categories, expiration dates, and sales activity. Users can choose from preset reports or build a custom report by selecting specific data points to include. Reports can be printed or exported as PDF or Excel files, with Excel automatically used when more than 11 columns are selected.
Click to learn how to add inventory items.
Click on Reports, Revenue, Custom Inventory report.
Report Options
Print by PDF or Excel
Your report will print in a PDF format or export into an Excel spreadsheet.
Preset Reports
Choose a preset report and it will automatically choose the columns to display on the PDF and Excel report.
Inventory by Category report – This report will list your inventory items grouped together by Category.
Cost vs Retail report – This report will show the profit for inventory items sold during the date range by comparing the cost (what you pay for the item) vs retail (what your client pays for the item).
Inventory List report – This will show all inventory items grouped together by Vendor. It includes the Low and On Hand quantities, cost and retail price and expiration date.
Inactive Inventory report – This will show all inactive inventory items grouped together by Vendor. It includes Low and On Hand quantities, cost and retail price and expiration dates.
Low report – This report is used to know when to reorder inventory and will show items that have fallen below the Low number. It is grouped by Vendor and includes Low and On Hand quantities, cost and retail prices, and expiration dates.
Sold report – This report will show items sold during the date range with the total quantity, total revenue for items sold and discounts if any.
Custom reports
Build your own custom report by choosing which data points should be included. You can also click Select All or Deselect All.
Quick Tip! Building your own custom report gives you control over which data points to include to match your specific needs. This helps reduce unnecessary information, makes reports easier to review and allows you to focus on inventory information that matter most to your business.
Note: The PDF report can only include 11 columns. Anything beyond 11 columns will be automatically exported as an Excel spreadsheet.
Choose Group and Sort options. This will keep your data organized in a way that is easier to review.
Benefits
Gives a clear overview of inventory counts, pricing, vendors, and expiration dates.
Helps staff know when inventory needs to be reordered.
Makes it easier to compare cost, retail price, and profit.
Saves time by offering preset report options.
Allows users to customize reports based on the information they need.
Supports both PDF and Excel exports for easier sharing or deeper analysis.
Helps keep inventory organized by category or vendor.
Improves visibility into sold, low, inactive, and active inventory items.