Report on Inventory

Updated by Cheryl Wallace

To report on

  • an inventory catalog with no quantities, use the Inventory report.
  • a summary of total inventory by part number showing issued and on hand quantities, use the Inventory by Location report.
  • a summary of total inventory cost by part number, use the Inventory Valuation report.
  • a detailed list of all assets, use the Serialized Inventory report.
  • lost tools, watch this video

Several additional inventory reports are available.

You can use both Quick Filters and Advanced Filters to narrow down the results on reports. The filters available depend on the report.

For example, to report only bulk tools, or list consumable parts, filter on the Inventory Type.
To report on stolen tools, it depends how they were recorded as stolen. If you have a custom inventory status, watch the lost tools video and use the corresponding inventory status.
To report on third party rentals due to be returned, watch this video.

See also:

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