Reporting & Exports

Value, usage, low-stock, and CSV exports for Products & Services

Reporting & Exports

Products & Services surfaces its analytics directly on the working screens rather than in a separate reports section. The Items list shows value and low-stock at a glance, the usage chart tracks consumption over time, and CSV exports let you take the raw data into a spreadsheet for anything deeper.

At-a-Glance Metrics

The summary cards at the top of the Items list update as your catalog changes.

Card	Shows	Use for
Total Value	Quantity times unit cost across stocked items	Capital tied up in inventory
Categories	Number of active categories	Catalog breadth
Low Stock	Materials below their reorder point	Reorder planning

Below-zero items count as $0 in Total Value until you reconcile them, so a Total Value that looks low can be a sign to clear the negative-stock banner first.

Usage Chart

A usage chart on the Items list plots material consumption over a date range you choose. It is the fastest way to see which periods drove the most usage and to sanity-check reorder points against real demand.

Low Stock Alerts

The Low Stock Alerts panel lists every material below its reorder point, with the current quantity against the threshold. Click an item to open it, or use Show Low Stock Only to filter the whole list to reorder candidates before building a purchase order.

Cost and Retail

Unit cost drives the value figures on the list and the value column on each row. On an item's detail page, the retail calculator works out a retail price from a markup, or a markup from a target retail price, so you can price consistently across the catalog.

Exporting Data

CSV export is the path to custom analysis. Two exports cover most needs.

Export	Where	Contains
Items	Export CSV on the Items list	The current filtered catalog with names, SKUs, categories, quantities, costs, reorder points, and locations
Transactions	Export CSV on the Transactions tab	The filtered transaction log for a period or type

Step-by-Step: Export for Analysis

Open the Items list or the Transactions tab
Apply the filters you want (category, type, date range)
Click Export CSV
Open the file in your spreadsheet tool

Because exports respect the active filters, you can narrow to one category or one month first and export exactly that slice rather than the whole catalog.

Using the Data for Decisions

Decision	Where to look
What to reorder	Low Stock card and Show Low Stock Only filter
How much to order	Usage chart and recent usage in the New PO flow
Where value is concentrated	Total Value card and the Items CSV by category
Pricing adjustments	Unit cost trends in the transaction export