How to Create Inventory Count Reports

Who uses this: Admins have full reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have reporting access. Availability: All regions.

An inventory count report is built from the Invoices > Inventory Count tab in raw data reporting, and it puts each item’s last count next to what FieldPulse expected. The report shows an item-by-item comparison of actual against expected inventory levels, including the dollar value difference, so variance stands out at a glance.

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Overview

An inventory count report answers one question about your stock: does the last physical count match the quantity and value FieldPulse expected. Use it to reconcile a hub after a count, put a dollar figure on the gap, and find the items that have not been counted in a while. The inventory count report covers regular inventory, serialized inventory, or both — you pick which when you generate the report. It sits alongside the other inventory reports in FieldPulse’s dashboards and reporting:

• How to Create Inventory Reports — inventory data such as supplier, tags, and unit cost.
• How to Create Inventory Audit Reports — the history of inventory changes for regular and serialized inventory, including who made each change and when.
• How to Create Item Usage Reports — item usage data such as item quantity, total cost, and total price.
• How to Create Serialized Inventory Reports — serialized inventory data such as serial number, unit cost, and item name.

Building an inventory count report follows the same path as every other raw data report — pick the inventory type, set the date range, choose the columns, set filters, then read the table. For the parts of the reporting flow that are the same on every record type — saving a report, adding it to your dashboard, and exporting to CSV — see How to Use Raw Data Reporting.

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Video walkthrough

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Before you begin

• Count the items you want to report on. The report reads the counts recorded with the inventory count tool on an item. See How to Deduct and Count Inventory.
• Have inventory set up in your account, including hubs and any serialized items. See Inventory Hubs Overview and Serialized Inventory Overview.
• Check that your role has reporting access. An Admin has full reporting access; a Team Manager needs Full Reporting access turned on.

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Choose the inventory type and date range

1. Select Reporting under the Management tab in the left-side menu.
2. Select Invoices, then select Inventory Count.
3. Select Raw Data.
4. Select the type of inventory items the report runs on. Report on regular and serialized inventory items together, or on regular or serialized inventory alone.
5. Select the calendar icon and choose the start date range you want to report on.
6. Select Load Data.

The calendar offers these presets:

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Choose your columns

Select Columns to choose which inventory count fields appear in the report table and the order they appear in. The inventory count report includes these columns by default:

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Set your filters

Before running the report, set filters to narrow the results. Select the Filters icon, then choose how you want to filter the report. The Filters panel offers these fields on an inventory count report:

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Filter operators

When you filter by contents, choose an operator and then enter the values to filter the data on.

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Tips

• Watch the two variance columns together: Last Count Variance shows the quantity gap, and Last Count Value Variance shows what that gap is worth in dollars.
• Filter by Hub to reconcile one location at a time.
• Keep Last Count Date/Time in the report to see how recently each item was counted.

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FAQs

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Can I save an inventory count report to use again?

Yes. Select Save as Report, then Save as New to store it under Select Report, or Save as Widget to add it to your Pulse Dashboard. See How to Use Raw Data Reporting for the full saving flow.

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Can I export an inventory count report to a spreadsheet?

Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device.

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Related articles

• How to Use Raw Data Reporting
• How to Deduct and Count Inventory
• Inventory Hubs Overview
• How to Create Inventory Reports
• How to Create Inventory Audit Reports
• How to Create Serialized Inventory Reports

Your inventory count report is working when the table returns a row for each counted item in the date range, the two variance columns show where the last count and its value differ from what was expected, and filtering by hub narrows the report to the location you are reconciling.