Reporting & Exports

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

Reporting & Exports

Products & Services puts most of its numbers on the working screens. The Items list shows counts and stock value at a glance, the usage chart tracks consumption over time, the Valuation report breaks value down by category and location, and CSV exports take the raw data into a spreadsheet for anything deeper.

At-a-Glance Metrics

The view tabs at the top of the Items list carry the counts, and the end of the tab row carries the stock value. All of them follow your search and filters.

Figure	Shows	Use for
All items count	Items that match your search and filters	Catalog size, or the size of one category or type
Low stock count	Materials at or below their reorder point	Reorder planning
Below zero count	Materials with a negative quantity	Cleanup before a stock count
On order count	Materials with units on a sent purchase order	What is already coming
Stock value	Quantity times unit cost for the materials in view	Capital tied up in inventory

Below-zero items count as $0 in the stock value until you reconcile them, so a stock value that looks low can be a sign to clear the below-zero items first. The Below zero tab shows how many there are and what their negative quantities add up to.

Usage Chart

The Inventory Usage chart below the Items list plots material consumption over a date range you choose. It shows when you view all items or all materials with no view, search, or filter on. It is the fastest way to see which periods drove the most usage and to sanity-check reorder points against real demand.

Low Stock

The Low stock view on the Items list shows every material at or below its reorder point. Add the Reorder at column with Columns to see each quantity against its reorder point. Reorder in a row's menu starts a purchase order with the quantity that clears Low.

Valuation Report

Click Valuation at the top of the Items list (under More on a narrower window) to open the Inventory Valuation report. It shows Total Items, Total Cost Value, and Total Retail Value, then the value by category, the value by location, and an Item Details table you can sort. The report has its own Export CSV.

Cost and Retail

Unit cost drives the value figures on the list and the value column on each row. While you edit an item, a button beside Retail Price works out the price from the unit cost and the markup, 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 at the top of the Items list (under More on a narrower window)	Every item in the current view, search, and filters, with name, SKU, category, location, quantity, unit, unit cost, reorder point, and description
Valuation	Export CSV on the Valuation report	Each item's quantity, unit cost, total cost, retail price, total retail, and location
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	The Low stock view, and Reorder in each row's menu
How much to order	Usage chart and recent usage in the New PO flow
Where value is concentrated	The Valuation report, and the stock value on the Items list filtered by category
Pricing adjustments	Unit cost trends in the transaction export