Inventory Reports

Usage analysis, cost tracking, and inventory trends

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.

Quick Start: View Reports

Go to Inventory from main menu
Click Reports tab or button
Select report type
Choose date range
View analysis or export data

Report Types Overview

The reports section organizes information into multiple views.

Available Reports

Report	Shows	Use For
Value Summary	Current inventory snapshot	Financial reporting
Category Analysis	Breakdown by material type	Spending patterns
Usage Trends	Consumption over time	Forecasting
Top Used Items	Highest consumption materials	Purchasing priorities
Low Stock	Items below minimum	Reorder planning
Cost Variance	Price changes over time	Budget analysis

Inventory Value Summary

The value summary provides current snapshot of your inventory position.

Summary Metrics

Metric	What It Shows	Mode
Total Items	Count of items in catalog	Both
Inventory Value	Quantity × price for all items	Full Stock
Total Usage Cost	Cumulative consumption cost	Usage-Only
Low Stock Count	Items below minimum	Full Stock
Out of Stock	Items at zero quantity	Full Stock

The total inventory value figure helps understand capital tied up in inventory and supports financial reporting.

Category Analysis

Category reports break down inventory by material type.

Category Breakdown Data

Data Point	Shows
Item count	Number of items in category
Total units	Combined quantity across items
Total value/cost	Financial impact of category

Step-by-Step: Analyze by Category

Go to Inventory > Reports
Select Category Analysis
View chart showing distribution
Click category for item details
Export for deeper analysis

Understanding category-level spending supports strategic purchasing decisions and vendor negotiations.

Usage Trends Over Time

Trend reports chart inventory usage across multiple months.

Trend Metrics

Metric	Reveals
Quantity used	Consumption volume patterns
Total cost	Spending patterns
Project count	Activity correlation

Insights from Trends

Pattern	May Indicate
Seasonal spikes	High-demand periods
Steady increase	Business growth
Sudden changes	Operational shifts
Declining usage	Reduced activity

Step-by-Step: View Usage Trends

Go to Inventory > Reports
Select Usage Trends
Choose date range (6 months, 1 year, etc.)
View chart of usage over time
Toggle between quantity and cost views

Top Used Items

Top items reports identify highest consumption materials.

Top Items Report Data

Column	Shows
Item name	Material identification
Quantity used	Total consumption in period
Total cost	Value of consumption
Project count	Number of jobs using item

Using Top Items Data

Insight	Action
High-volume items	Ensure adequate stock
High-cost items	Negotiate volume pricing
Frequent project use	Streamline storage access

Exporting Report Data

All inventory reports can be exported for external analysis.

Export Formats

Format	Use For
CSV	Spreadsheet analysis, import to other systems
PDF	Printing, sharing with stakeholders

Step-by-Step: Export Report

Navigate to desired report
Set date range and filters
Click Export button
Select format (CSV or PDF)
Download file

Use exports for budgeting processes, financial reviews, and custom analysis beyond DrillerDB's built-in capabilities.

Custom Date Ranges

Standard reports cover common periods, but custom ranges enable specific analysis.

Standard Date Ranges

Range	Period Covered
Last 30 days	Rolling month
Last quarter	Previous 3 months
Year to date	January 1 to today
Custom	Any start/end dates

Custom Range Use Cases

Need	Custom Range
Specific project costs	Project start to end date
Fiscal period	Company fiscal quarter/year
Year-over-year comparison	Same period last year

Project-Level Cost Analysis

Drill down to project-specific inventory usage.

Project Cost Data

Data Point	Insight
Materials used	What was consumed
Quantities	How much of each item
Costs	Financial impact
Estimated vs actual	Variance analysis

Step-by-Step: View Project Costs

Open project record
Go to Materials or Costs section
View items and quantities used
Compare to original estimate
Export for job costing

Low Stock and Reorder Reports

In stock tracking mode, low stock reports identify reorder needs.

Low Stock Report Data

Column	Shows
Item	Material identification
Current quantity	What's on hand
Minimum quantity	Reorder threshold
Recommended order	Suggested quantity to order
Recent usage	Projects using this item

Step-by-Step: Generate Reorder List

Go to Inventory > Reports
Select Low Stock Report
View items below minimum
Review recommended quantities
Export for purchasing

Cost Variance Analysis

Compare costs across time periods to identify trends.

Variance Analysis Reveals

Finding	May Indicate
Increasing unit costs	Supplier price increases
Category cost growth	Material inflation
Specific item spikes	Supply chain issues

Response to Cost Changes

Variance	Action
Significant increase	Renegotiate or find alternatives
Steady increases	Update customer pricing
Unexpected spikes	Investigate supplier issues

Using Reports for Decision Making

Effective inventory management requires translating data into action.

Regular Review Schedule

Review	Frequency	Focus
Low stock check	Weekly	Reorder needs
Usage trends	Monthly	Patterns, forecasting
Cost analysis	Quarterly	Pricing, budgets
Full inventory review	Annually	Strategy, policies

Decisions Reports Support

Decision	Reports Used
What to reorder	Low stock, usage trends
How much to order	Top items, trends
Pricing adjustments	Cost variance
Minimum quantities	Usage trends, stockout history

Troubleshooting

Reports showing no data?

Expand date range
Check items have transactions in period
Verify tracking mode is correct

Export not downloading?

Check browser popup blocker
Try different browser
Reduce date range for large exports

Costs seem wrong?

Verify unit prices are current
Check for duplicate transactions
Review transaction history

Managing Inventory Items - View items
Inventory Transactions - Record usage
Stock Level Tracking - Manage quantities
Purchase Orders - Order materials