Inventory reports show what stock is worth, what needs reordering and how every quantity changed; item reports rank sellers and audit data quality; receivings and supplier reports track purchasing; and the Profit and Loss reports combine revenue, cost of goods, expenses, receivables and payables.

Your inventory is money on shelves. The inventory and purchasing families in Reports tell you what that money is worth, where it's moving, which items earn their space — and, through Profit and Loss, whether the whole operation is actually making anything. This article covers every report in those families. The shared controls — date presets, location filters, Excel export, favorites — are in running reports.

The Inventory Reports category

Reports → Inventory Reports holds eleven reports. Most can be filtered by Supplier and Category (and by customer, for stores that tie items to a customer), and the usual Export to Excel option applies.

• Low Inventory — every item at or below its reorder level, with reorder and replenish level columns, so restocking starts from a list instead of a walk around the store. An inventory dropdown switches between all items, items below their reorder level, and items below reorder level and out of stock; a Show only items with reorder level checkbox skips items that never had one set.
• Inventory Summary — current quantity and value for every item, totalled two ways: Total Inventory Value (at cost) and Total Inventory Value By Unit Price (at selling price), plus the total item count. Options: Show Negative Inventory Only (find oversold items), Only show items with pending inventory (quantities sitting on suspended receivings), and List Each Location Separately. Filter by supplier, manufacturer or category.
• Inventory Summary at Past Date — the same picture as of an earlier date, which is what your accountant wants at year end. Options: Show Deleted Items and Show Negative Inventory Only. The date must be in the past, and the report can only go back as far as your inventory history covers — it tells you if the date is too far back.
• Detailed Reports — the inventory ledger: every stock change in the range with the employee who made it, the in/out quantity, the resulting stock and the comment attached. A Show manual Adjustments Only checkbox strips out sales and receivings so only hand adjustments remain — the first thing to check when a count doesn't match. Filter to a single item.
• Inventory Audit — a per-item movement profile at a location: date added, last received, last sold, quantity sold in the period and total sold, for tracing an item's life in and out of stock.
• Summary Count Report / Detailed Count Report — results of your inventory counts: count date, who counted, number of items counted, and the amount over/under from what the system had on hand — summarized per count, or line by line. The counting workflow is in counting inventory.
• Uncounted In-Stock Items — items with stock that nobody scanned during a count, so a count can't quietly skip a shelf.
• Expiring Items Report — quantities approaching their expiration date (Today, This Week, This Month or a custom range), for stores that track dated stock with item expiration. Each row links back to the receiving the batch came from, and batches that never actually received anything are left off. With Store Config → Application Settings → Subtract sold items from quantity expiring turned on, the quantities are reduced by what has already sold — oldest batch first — so the report shows what is genuinely still on the shelf. The alerts that go with it are covered in stock and expiration alerts.
• Damaged Items Report — everything written off as damaged, with date, quantity and comments, and a Show Summary Only option. The write-off workflow is in stock levels, adjustments and damaged items.
• Aging Reports — how long stock has been sitting: per receiving, the receiving date and quantity, the remaining quantity and the aged length, so you can clear the shelf-warmers before they're worthless.

The whole category sits behind the Reports-module Inventory Reports permission — without it, none of these eleven reports appear in the browser. One further permission is specific to it: View Inventory Reports at ALL locations lets an employee run inventory reports across every location rather than only their assigned ones.

The Items category: how items perform

Reports → Items ranks and profiles what you sell. All thirteen reports below are gated by the single Reports-module Items permission. Common filters across them: category, supplier, manufacturer, customer, register, price tier, a single item, and Sale Type (sales vs returns).

• Summary Reports — sales totals grouped by item, including quantity sold and cost of goods sold. Options: Items to Show (Items with Sales / Items Without Sales), Group By Variation (split figures per size/color variation), Include Item Kits, Group Item Kits By Item (credit kit component items instead of the kit), List Each Location Separately, and a Suspended Sale Type filter.
• Graphical Reports — the same as a chart.
• Detailed Reports — each item sold, sale by sale.
• Items by Category — item sales broken down within each category, with Show Only Categories and Show All Except Categories pickers to scope the tree.
• Enhanced Summary Reports — item sales with extra columns such as current inventory and profit, with the same option set as the summary.
• Top Selling Items / Worse Selling Items — your best and slowest sellers. Both take a Limit (how many rows), an Order by choice and Group By Variation; Worse Sellers adds Show items NOT sold so dead stock with zero sales still appears.
• Price Variance Report — items sold above or below their normal price, for spotting overrides at the register.
• Pricing History — how an item's price has changed over time.
• Serial Numbers Sold — serials sold in the range with their sale and customer; Serial Number History traces one serial's full history. Both matter for warranty questions on serialized items.
• Best Selling Attribute Value — which attribute value actually sells — size, color or any other attribute — so you order the mediums the data asks for.
• Items Cleanup — a data-quality audit rather than a sales report: it flags potential duplicate items, similar names with minor spelling variations, items never sold or received, items with no activity since creation or for an extended period, zero-stock items with no recent activity, incomplete or missing information, unusual pricing, possible spelling errors, and the same item listed under multiple manufacturers. You can adjust the activity-period thresholds, mark rows to keep, and bulk-delete the rest — the delete requires the Items module's delete permission on top of report access, and deleted items are also removed from a connected ecommerce store.

The Item Kits category mirrors the sales side of this for kits — graphical and summary sales reports, a price variance report and pricing history — see item kits and modifiers.

The Receivings category: purchasing

Reports → Receivings covers everything checked in through receiving stock:

• Detailed Reports — each receiving with its supplier, items ordered and received, subtotal, tax, total, payment type and comments. Options: a Receiving Type dropdown, Show Summary Only, Is Purchase Order (PO) (limit to purchase orders) and Has Supplier. Each row carries actions: print the receiving receipt, edit it, open the label designer or barcode sheet for its items, and export that one receiving to Excel.
• Suspended Receivings — receivings suspended and not yet finalized (pending inventory). A Store Config option, Hide suspended receivings in reports, keeps these out of other receiving reports until completed.
• Deleted Receivings Report — receivings that were deleted, and who deleted them.
• Summary Categories — receivings totals grouped by item category.
• Summary / Graphical taxes reports — tax paid on receivings, grouped by rate.
• Items summary and graphical reports — receivings totals grouped by item, with an items-to-show choice (items with or without receivings) and Group By Variation.
• Payments summary, graphical and detailed reports — what you paid out on receivings, by payment type or payment by payment.
• Cheapest Supplier — compares the costs recorded against each item's suppliers and names the lowest-cost source per item (variations included), so the next order goes to whoever offers the best price.
• Transfers — stock moved between locations, with quantities ordered and received and who handled them; pending transfers can be completed right from the report. Appears only with more than one location — see transfers between locations.

The Suppliers category

Reports → Suppliers looks at both sides of the supplier relationship:

• Sales side: Graphical Reports and Summary Reports (sales totals of each supplier's items), Sales by Supplier Activity, Detailed Reports (every sale of one supplier's items) and Summary Items (item-level totals for one supplier).
• Purchasing side: Graphical Receivings Reports, Summary Receivings Reports (receivings totals grouped by supplier) and Detailed Receivings Reports (every receiving from one supplier).

Supplier store-account statements and balances live under the Store Accounts category, covered in emailed reports and statements and suppliers.

Expenses

Reports → Expenses has a Summary Report (expense totals grouped by expense category) and a Detailed Report (each expense with its date, category and amount). These feed directly into Profit and Loss, so the habit of recording expenses pays off here.

Profit and Loss: the whole picture

Reports → Profit and Loss ties everything together:

• Summary Reports — the period at a glance: Sales, Returns, Discounts, Taxes, the net of those (total sales minus returns, discounts and taxes), Receivings, Commission, Profit and Expenses. The Expenses tile appears only if you also hold the Expenses report permission.
• Detailed Profit and Loss/Balance Sheet — the full statement: Sales, Cost of Goods Sold, Payments, Returns, Discounts, Taxes, the period total and Gross Profit, then Receivings, Expenses and Commission, and finally two as-of-right-now balance-sheet lines — Accounts Receivable and Accounts Payable from store accounts, and Total Inventory Value.

Both reports are gated by the Reports-module Profit and Loss permission — separate from the Sales report permission, so you can hand a bookkeeper the P&L without opening the rest of the sales family.

Sales reports tell you what came in; Profit and Loss tells you what's left after cost of goods, commissions and everything you logged as an expense. If you're not recording expenses yet, the report can only show part of the story.

Two things move the cost side of these numbers: the costing method used when receiving stock (including cost averaging), and who can see costs at all — the Show cost price in all reports and Show profit in all reports permissions gate exactly the columns this article is about.

Filters, exports and permissions

All tabular reports here support the standard controls — date presets, compare ranges on the summaries, location filters, Excel export in your configured XLSX/CSV format, favorites and per-employee columns — described in running reports. The category permissions are separate: Inventory Reports, Items, Item Kits, Receivings, Suppliers, Expenses and Profit and Loss each have their own view permission in permissions and templates, and the cost-price permission matters most here: inventory reports are exactly where margins live, and you decide who sees them.

Common questions

What is my inventory worth right now? Run Reports → Inventory Reports → Inventory Summary. Total Inventory Value is your stock at cost; Total Inventory Value By Unit Price is what it would fetch at current selling prices.

What was my inventory worth on December 31? Run Inventory Summary at Past Date with that date. Tick Show Deleted Items if items sold off and deleted since then should still count. The report only reaches as far back as your inventory history.

An item's stock count is wrong — how do I find out what happened? Run Inventory Reports → Detailed Reports filtered to that item. Every change lists the employee, the quantity in or out and the comment. Tick Show manual Adjustments Only to see just the hand edits, and use Inventory Audit for the item's received/sold profile.

How do I get a reorder list? Low Inventory lists everything at or below its reorder level, filterable by supplier so you can build one order per vendor. Reorder levels are set on the item — see stock levels, adjustments and damaged items.

Which report shows my best and worst sellers? Items → Top Selling Items and Worse Selling Items. Set the date range, a row limit and the sort; on Worse Sellers tick Show items NOT sold so zero-sale items appear too. Use Best Selling Attribute Value to break winners down by size or color.

Why do my Profit and Loss numbers show no expenses? Either nothing was recorded in the Expenses module for the range, or the signed-in employee lacks the Expenses report permission — the expenses figures only render when you hold it. See recording expenses.

Can I see what I bought from one supplier last quarter? Yes — Suppliers → Detailed Receivings Reports, pick the supplier and set the range to last quarter. Summary Receivings Reports gives per-supplier totals if you want all vendors compared at once.

Why don't quantities on suspended receivings show in my inventory value? Suspended receivings haven't been finalized, so their stock is "pending". Use Inventory Summary with Only show items with pending inventory to see it, and complete the receiving to move it into stock.