Inventory Reports
DrillerDB's inventory reporting capabilities transform transaction data into actionable insights. The reporting system analyzes usage patterns, tracks costs, identifies trends, and supports data-driven decisions about purchasing and inventory management.
Usage Reports Overview
Usage reports show which materials your company consumes and how quickly inventory turns over. These reports aggregate transaction data across time periods, providing visibility into consumption patterns that inform purchasing decisions and budget planning.
The reports section organizes information into multiple views including category breakdowns, usage trends over time, top consumed items, and cost analysis by material type. Together these views provide comprehensive understanding of your inventory operations.
Inventory Value Summary
The value summary provides current snapshot information about your inventory position. It shows total items in your catalog, combined inventory value across all items, low stock item count requiring attention, and items currently out of stock.
In stock tracking mode, inventory value represents the current quantity multiplied by unit price for each item, summed across your entire catalog. This total value figure helps you understand the capital tied up in inventory and supports financial reporting.
Usage-only mode displays total usage cost instead of inventory value. This figure represents the cumulative cost of all materials consumed, providing insight into material spending without reference to quantities on hand.
Category Analysis
Category reports break down inventory value or usage by material type. This view helps identify which categories represent the largest inventory investment or consumption. Understanding category-level spending supports strategic purchasing decisions and vendor negotiations.
The category breakdown includes item count within each category, total units across all items, and total value or cost. Visual charts display category distribution, making it easy to see at a glance which material types dominate your inventory.
Usage Trends Over Time
Trend reports chart inventory usage across multiple months, revealing seasonal patterns and growth trends. The system displays usage quantity and value over time, helping you understand whether consumption is steady, increasing, or decreasing.
Trend data supports several important analyses including forecasting future material needs, identifying seasonal usage patterns, detecting sudden changes that might indicate operational shifts, and planning purchasing to maintain adequate stock through high-demand periods.
The trend view can overlay multiple metrics like total quantity used, total cost of materials consumed, and number of projects using inventory. These combined views reveal relationships between project activity and material consumption.
Top Used Items
Top items reports identify which materials see the highest consumption. Knowing your most-used items helps focus attention on ensuring adequate stock, negotiating better pricing through volume discussions, and streamlining storage for frequently accessed materials.
The top items list shows total quantity used during the reporting period, total cost represented by that usage, and number of projects that consumed the item. This multi-dimensional view helps understand both volume and value implications.
Exporting Report Data
All inventory reports can be exported to CSV format for analysis in spreadsheet applications. Export functionality supports detailed data analysis, integration with financial systems, and custom reporting beyond DrillerDB's built-in capabilities.
Exported reports include summary information about the reporting period and detailed line-item data for each material. Use these exports for budgeting processes, financial reviews, and operational analysis requiring custom calculations.
Custom Date Ranges
While standard reports cover common periods like last 30 days, last quarter, and year to date, custom date ranges enable specific analysis needs. Select exact start and end dates to analyze particular project periods, fiscal periods, or other meaningful intervals.
Custom date ranges support use cases like analyzing material costs for a specific large project, comparing usage across equivalent periods in different years, and generating reports aligned with fiscal periods that don't match calendar months.
Project-Level Cost Analysis
Beyond aggregate reporting, DrillerDB enables drilling down to project-specific inventory usage. Transaction history includes project references, allowing you to see exactly which materials were used on any particular job.
This project-level detail supports accurate job costing, comparing estimated versus actual material usage, and improving future project estimates based on historical consumption data. Understanding actual project costs helps refine pricing and improves profitability.
Low Stock and Reorder Reports
In stock tracking mode, low stock reports identify items falling below minimum quantities. These reports support proactive purchasing by highlighting reorder needs before stockouts occur.
The low stock view shows current quantity, minimum quantity threshold, recommended order quantity to return to adequate stock levels, and number of recent projects using the item. This information helps prioritize reordering decisions.
Cost Variance Analysis
Comparing inventory costs across time periods reveals price changes and spending trends. If material costs for a category increase significantly, it might indicate supplier price increases requiring customer rate adjustments or vendor renegotiation.
Track average cost per unit over time to understand price inflation impacts on your business. Identifying cost increases early enables proactive price list updates and protects profit margins.
Using Reports for Decision Making
Effective inventory management requires translating report data into action. Regular report review should drive decisions about which items to stock, how much to order, when to negotiate better pricing, and whether minimum quantities need adjustment.
Establish a regular reporting cadence such as monthly inventory review meetings where you analyze trends, discuss unusual patterns, adjust reorder points, and make strategic decisions about inventory policies. Consistent attention to reports ensures inventory remains optimized for your operational needs.