Reports & Movements
Available Reports
InvenTrack provides comprehensive reporting to help you analyze inventory data and make informed decisions:
Inventory Reports
- Current Stock Levels
- Stock Valuation
- Low Stock Items
- Expired Items
Movement Reports
- Item Movement History
- Transfer Summary
- Location Activity
- User Activity
Financial Reports
- Purchase Orders
- Invoice Summary
- Cost Analysis
- Budget vs Actual
Operational Reports
- Audit Results
- Alert History
- Rule Performance
- System Usage
Generating Reports
Creating a Report
- Navigate to Reports from the main menu
- Select report type from the available categories
- Configure report parameters:
- Date Range: Select start and end dates
- Filters: Location, category, item type, etc.
- Grouping: How to organize the data
- Sort Order: Ascending or descending
- Click "Generate Report"
- View results on screen or export
Export Options
| Format | Best For | Features |
|---|---|---|
| Sharing & archiving | Formatted layout, charts, branding | |
| Excel | Further analysis | Raw data, formulas, pivot tables |
| CSV | System integration | Plain text, universal format |
| Physical copies | Optimized for paper |
Item Movements
Movement Tracking
Every item movement is automatically tracked and can be viewed in detail:
Movement Types
Inbound
- Goods receipt
- Returns
- Production output
- Transfer in
Outbound
- Sales/shipment
- Consumption
- Disposal
- Transfer out
Viewing Movement History
- Go to Reports → Item Movements
- Search for specific item or view all
- Filter by:
- Date range
- Movement type
- Location
- User
- View movement details:
- Timestamp
- From/to locations
- Quantity moved
- Reason/reference
- User responsible
Movement Analytics
Velocity Analysis
Identify fast-moving vs slow-moving items
Location Heatmap
Visualize high-activity areas
Trend Analysis
Track seasonal patterns and trends
User Activity
Monitor user interactions with inventory
Custom Reports
Creating Custom Reports
Build custom reports tailored to your specific needs:
- Navigate to Reports → Custom Report Builder
- Select data source:
- Items
- Movements
- Documents
- Audit logs
- Choose fields to include
- Add filters and conditions
- Configure grouping and sorting
- Save as template for reuse
Tip: Save frequently used custom reports as templates for quick access.
Report Scheduling
Automated Reports
Schedule reports to run automatically and deliver to stakeholders:
- Select any report and click "Schedule"
- Set frequency:
- Daily
- Weekly
- Monthly
- Quarterly
- Choose delivery time
- Add recipients (email addresses)
- Select format (PDF, Excel, CSV)
- Enable/disable the schedule
Common Scheduled Reports
| Report | Frequency | Recipients |
|---|---|---|
| Stock Status | Daily | Warehouse manager |
| Low Stock Alert | Weekly | Purchasing team |
| Movement Summary | Weekly | Operations manager |
| Financial Summary | Monthly | Finance team |
Dashboard Integration
Pin important reports to your dashboard for quick access:
- Generate any report
- Click "Pin to Dashboard"
- Report appears as widget on dashboard
- Auto-refreshes based on settings
- Click to view full report details