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.You build an inventory report from the Invoices > Inventory tab in reporting, and it pulls the items you stock — with supplier, unit cost, unit price, tags, and the quantity held at each hub — into one table. Two common versions of it are inventory by supplier and inventory items by hub.
Overview
An inventory report answers one question about your stock — what you carry, and what it is worth. The report lists each inventory line item with its cost and price, the supplier it is linked to, the tags on it, and the quantity held in each inventory hub. Building an inventory report follows the same path as every other raw data report — set a date range, choose the columns, set the filters, then read the table. Inventory reporting is part of FieldPulse’s dashboards and reporting. 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. The inventory report has siblings on nearby tabs. How to Create Inventory Count Reports compares last counts against expected counts and values. How to Create Inventory Audit Reports tracks inventory changes, so you can see who changed stock and when. How to Create Item Usage Reports reports on item quantity, total cost, and total price by item, job, or customer. How to Create Serialized Inventory Reports reports on serialized inventory data such as serial number, unit cost, and item name.Video walkthrough
Video walkthrough: Creating a report in raw data reporting
Before you begin
- Add the items you stock to your item list. See Setting Up Item List & Inventory.
- Check that your role has reporting access. An Admin has full reporting access; a Team Manager needs Full Reporting access turned on.
Set the date range
- Select Reporting under the Management tab in the left-side menu.
- Select the Invoices tab, then select Inventory.
- Select the calendar icon next to Created Date Range and choose the date range you want to report on.
- Select Load Data.
Choose your columns
Select Columns to choose which inventory fields appear in the report table and the order they appear in.
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.
Filter operators
When you filter by contents, choose an operator and then enter the values to filter the data on.Common inventory reports
Inventory by supplier
Use this report to view all inventory sorted by the linked supplier.- Columns: customize to your needs, but include Item Name and Supplier.
- Group by: Supplier.
Inventory items by hub
Use this report to see how stock is split across locations. Include the Hub Name(s) column, which holds the quantity stored at each hub. For more on the hubs themselves, see Inventory Hubs Overview.Video walkthrough: Building common inventory reports
FAQs
Is there a way to view the inventory assigned to each technician’s van?
Yes. Go to Company Settings > Estimates & Invoices > Inventory, where hub quantities appear as their own columns next to Total Inv. You can also read the same split in an inventory report through the Hub Name(s) column.
Can I save an inventory 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.Can I export an inventory report to a spreadsheet?
Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device.Related articles
- How to Use Raw Data Reporting
- Setting Up Item List & Inventory
- Inventory Hubs Overview
- How to Create Inventory Count Reports
- How to Create Inventory Audit Reports
- How to Create Serialized Inventory Reports