Inventory Reports
Variance, shrinkage, compliance, and trend reports with CSV export across locations and date ranges.
Inventory reports turn count sessions and snapshots into actionable spreadsheets and dashboard tables. Filter by date range and location, switch report types, and export CSV for accounting or ops review.
Reports live under Inventory → Reports and require
inventory-reports:view.
Report types
Variance
Line-level breakdown of every counted snapshot item in the selected period. Compares ledger expected quantity to physically counted quantity with unit variance and dollar impact. Summary cards show balanced vs. unbalanced line counts and total variance value.
Shrinkage
Aggregates negative variances only (losses) by location and item. Units and value represent stock that counted lower than expected, potential shrinkage, waste, or theft.
Compliance
Measures how often locations completed scheduled counts vs. how many were expected. Shows expected counts, completed snapshots, and compliance rate per location.
Trend
Daily snapshot history for one item at one location. Shows how expected quantity, counted quantity, and variance changed over the selected date range to spot drift patterns.
Exporting
Each tab includes an Export action that downloads CSV for the current filters. Use exports for month-end inventory reconciliation or sharing with finance.