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Inventory Reports
Inventory Reports give you visibility into what you have on hand, what it's worth, and how it's moving. Use these reports for financial audits, stock planning, cycle count management, and full item traceability. All reports include a client (3PL) and warehouse selector. Filters marked with * are required.
Valuation
Current Cost of Inventory By Category
Best used for: Getting a snapshot of your total inventory value organized by product category. Great for financial reporting or understanding where the bulk of your stock value sits.
Output: PDF, CSV | Required filters: Warehouse
When running the report, you can tailor it to exactly what you need:
- Warehouse* — Select all warehouses or only the specific ones you want included.
| Columns included |
|---|
| Warehouse Name, Country, Client, Category, In Stock, Average Cost, Total Cost, Average Freight, Total Freight, Average Duties, Total Duties, Average Freight + Duties, Total Freight + Duties, Average Landed Cost, Total Landed Cost |
Current Cost of Inventory By SKU
Best used for: Drilling into item-level cost data — useful for audits, insurance valuations, or identifying your highest-value products.
Output: PDF, CSV | Required filters: Warehouse
When running the report, you can tailor it to exactly what you need:
- Warehouse* — Select all warehouses or only the specific ones you want included.
| Columns included |
|---|
| Warehouse Name, Country, Client, Category, SKU, Description, Unit of Measurement, In Stock, Average Cost, Total Cost, Average Freight, Total Freight, Average Duties, Total Duties, Average Freight + Duties, Total Freight + Duties, Average Landed Cost, Total Landed Cost, Item User Fields 1–5 (if enabled) |
Stock Levels
Inventory In Stock
Best used for: A quick overview of everything on hand with reorder points side by side — useful for spotting items that need replenishment.
Output: PDF | Required filters: None — runs across all warehouses by default.
When running the report, you can tailor it to exactly what you need:
- Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
| Columns included |
|---|
| SKU, CATEGORY, DESCRIPTION, UOM, INSTOCK, INBOUND, EXPIRY, RE-ORDER |
Inventory In Warehouse
Best used for: Comparing stock levels across warehouse locations. Helpful for multi-warehouse operations or deciding where to transfer stock from.
Output: PDF | Required filters: Warehouse
When running the report, you can tailor it to exactly what you need:
- Warehouse* — Select the warehouse you want to review.
- SKU — Search for a specific item, or leave blank to include all SKUs.
- Category — Filter to a specific product category, or leave blank to include all.
| Columns included |
|---|
| Warehouse, In Stock, Allocated, Available |
Inventory Export
Best used for: A complete data export of your full inventory. Ideal for importing into external systems, building spreadsheets, or running a full audit outside of Zenventory.
Output: CSV | Required filters: Warehouse
When running the report, you can tailor it to exactly what you need:
- Warehouse* — Select all warehouses or only the specific ones you want to export.
- Include out of stock — Check this to include SKUs that currently have zero stock. Leave unchecked to return only items with stock on hand.
- Break down by Location — Check this to see stock split across each warehouse location rather than as a single total per SKU.
- Break down by Lot Number — Check this to see stock broken down by lot number and expiration date.
| Columns included |
|---|
| Client (when run for all clients), SKU, Description, Category, Unit of Measurement, Warehouse, Inventory Location, Default Location and Quarantine (only with Break down by Location), Lot Number and Expiration (only with Break down by Lot Number), In Stock, Allocated, Sellable, Under Par, On Order, Barcode, Manufacturer Website, Recommended Retail Price, Sales Price, Unit Cost, Weight, Default Econ Order, Default Lead Time (Days), Par Level, Assembly, Serializable, Track Lot, Perishable, Re-Order, Storage Length, Storage Width, Storage Height, Storage Volume, Note, Item User Fields 1–6 (if enabled), Shipping Weight, Shipping Length, Shipping Width, Shipping Height, Shipping Service Code, Shipping Package Code, Shipping Int. Service Code, Shipping Int. Package Code, Shipping Confirmation Code, Shipping Int. Confirmation Code, Shipping Origin Country, Shipping Customs Declared Value, Shipping Customs Description and Shipping Harmonization Code (only for ShipEngine accounts) |
Inventory Forecast
Best used for: Planning ahead — see how many days of stock you have left based on recent sales velocity and identify SKUs at risk of stocking out before your next replenishment arrives.
Output: CSV | Required filters: Date From, Date To
When running the report, you can tailor it to exactly what you need:
- Date From* — The start of the historical window used to calculate sales velocity. Defaults to 30 days ago.
- Date To* — The end of the historical window. Defaults to today.
- Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
| Columns included |
|---|
| Client, Warehouse, SKU, Description, In-Stock, Allocated, Unallocated, Sellable, Incoming, Shipped (all time), Daily Average, Days of Supply |
Inventory Usage Summary
Best used for: A 12-month high-level view of how fast stock moves in and out. Useful for annual reviews or identifying slow-moving products.
Output: PDF | Required filters: None — runs across all items and warehouses by default.
When running the report, you can tailor it to exactly what you need:
- SKU — Search for a specific item, or leave blank to include all SKUs.
- Category — Filter to a specific product category, or leave blank to include all.
- Warehouse — Narrow results to a specific warehouse, or leave blank to include all.
| Columns included |
|---|
| SKU, Description, Current QTY, ReOrder Point, Owner, Form No, 1st Date, Delivered, Stock, Picked, Ordered, Shipped, 3 Months, 6 Months, 12 Months, Usage, Avg, Delivery Date, Quantity, Supplier, PO Number |
Receiving & Movements
Delivered Inventory
Best used for: Verifying what arrived during a period. Useful for reconciling deliveries against purchase orders or supplier invoices.
Output: PDF, CSV | Required filters: Delivered From, Delivered To
When running the report, you can tailor it to exactly what you need:
- Delivered From* — The start of the delivery date range you want to review.
- Delivered To* — The end of the delivery date range.
- Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
| Columns included |
|---|
| SKU, Category, Description, Quantity, UOM, Unit Cost, Unit Cost Total, Client |
Received Inventory
Best used for: A granular log of every individual receiving event by SKU. Use this for discrepancy investigations or to audit receiving accuracy.
Output: PDF, CSV | Required filters: Warehouse, Delivered From, Delivered To
When running the report, you can tailor it to exactly what you need:
- Warehouse* — Select the warehouse where items were received.
- Delivered From* — The start of the receiving date range you want to review.
- Delivered To* — The end of the receiving date range.
- SKU — Search for a specific item, or leave blank to include all SKUs.
| Columns included |
|---|
| Receipt, SKU, Category, Description, Quantity, UOM, Unit Cost Total, Quantity (Base UOM), Lot Number, Expiration Date, PKG #, Item #, Pallet #, Inbound Freight (if enabled), Inbound Duty (if enabled), Unit Cost, Sales Price, Weight, Item User Fields 1–6 (if enabled), Client, Received Date, Warehouse, PO# / Receipt#, Name (supplier), Delivery User Fields 1–4 (if enabled) |
Stock In/Out Details
Best used for: Investigating every transaction that affected a SKU's quantity over a period. Use this when you need to trace exactly what moved and why.
Output: PDF, CSV | Required filters: Date From, Date To
When running the report, you can tailor it to exactly what you need:
- Date From* — The start of the transaction date range you want to review.
- Date To* — The end of the transaction date range.
- SKU — Search for a specific item, or leave blank to include all SKUs.
- Category — Filter to a specific product category, or leave blank to include all.
- Warehouse — Narrow results to a specific warehouse, or leave blank to include all.
| Columns included |
|---|
| SKU, Description, Date, Transaction Type, User, ID, Qty, Unit Cost, Unit Cost Total, Note |
Stock In/Out Summary
Best used for: Quickly comparing where a SKU's quantity started versus ended in a period, without the transaction-level detail. Good for periodic reconciliation.
Output: CSV | Required filters: Warehouse, Date From, Date To
When running the report, you can tailor it to exactly what you need:
- Warehouse* — Select all warehouses or the specific ones you want to include.
- Date From* — The start of the date range you want to compare.
- Date To* — The end of the date range.
- SKU — Search for a specific item, or leave blank to include all SKUs.
- Category — Filter to a specific product category, or leave blank to include all.
| Columns included |
|---|
| Warehouse, SKU, Description, Category, UOM, Starting Qty, Starting Date, Added Qty, Deducted Qty, Ending Qty, Ending Date, Unit Cost, Total Starting Value, Total Ending Value, Last Receipt Date, Last Customer Order Date |
Moved Inventory
Best used for: Auditing location transfers within your warehouse, or tracing where a specific item was moved and by whom.
Output: CSV | Required filters: Date From, Date To
When running the report, you can tailor it to exactly what you need:
- Date From* — The start of the move date range you want to review.
- Date To* — The end of the move date range.
- Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
- Include Receipt Location — Check this to include the original receiving location in the move history.
| Columns included |
|---|
| Client, SKU, Quantity, Lot Number, Serial Number, Expiration Date, Warehouse, Origin, Destination, User, Date, Note, Move All |
Lot, Serial & Expiry Tracking
Serial Numbers By Location
Best used for: Locating a specific serialized item in your warehouse, or running an audit of all serialized stock on hand.
Output: PDF | Required filters: None — returns all serialized stock by default.
When running the report, you can tailor it to exactly what you need:
- Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
| Columns included |
|---|
| Serial Number, SKU, Item Description, Received On |
Lot Numbers By Location
Best used for: Locating lot-tracked items across your warehouse locations or verifying how a lot is distributed across storage.
Output: PDF | Required filters: None — returns all lot-tracked stock by default.
When running the report, you can tailor it to exactly what you need:
- Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
| Columns included |
|---|
| Lot Number, SKU, Quantity |
Expiring Inventory
Best used for: Proactively managing perishable stock before expiration dates hit — use this to prioritize fulfillment of soon-to-expire items or flag them for disposal.
Output: PDF | Required filters: Expiration Date From, Expiration Date To
When running the report, you can tailor it to exactly what you need:
- Expiration Date From* — The start of the expiration date window you want to check.
- Expiration Date To* — The end of the expiration date window.
- Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
| Columns included |
|---|
| SKU, DESCRIPTION, QTY, EXPIRE DATE, LOCATION |
Trace Item
Best used for: Full traceability on a specific SKU — see every order a lot number, serial number, or expiration date appeared on. Essential for product recalls or lot-level compliance.
Output: CSV | Required filters: SKU
When running the report, you can tailor it to exactly what you need:
- SKU* — Search for the specific item you want to trace. This is the only required field.
- Lot Number — Once a SKU is selected, optionally filter down to a specific lot number.
- Expiration Date — Once a SKU is selected, optionally filter to items with a specific expiration date.
- Serial Number — Once a SKU is selected, optionally filter to a specific serial number.
| Columns included |
|---|
| Ship From Warehouse, Order Number, Placed On, Date Shipped, Title, Name, Surname, Customer Email, Account Number, Company, Address 1–3, City, State, Country, Phone, Qty, Component Of |
Cycle Counts & Accuracy
Accuracy Measurements
Best used for: Tracking cycle count accuracy percentages over time. Useful for identifying locations or staff with recurring discrepancies.
Output: PDF | Required filters: None — defaults to the current month.
When running the report, you can tailor it to exactly what you need:
- SKU — Search for a specific item, or leave blank to include all SKUs.
- Accuracy % Minimum — Set a lower bound to filter out high-performing locations. For example, enter 80 to see only locations that counted below 80% accuracy.
- Accuracy % Maximum — Set an upper bound to focus on a specific range. Leave both fields blank to return all results.
- Count Date From — The start of the cycle count date range. Defaults to the start of the current month.
- Count Date To — The end of the cycle count date range. Defaults to the end of the current month.
| Columns included |
|---|
| Location, Accuracy, Completed By |
Cycle Count Details
Best used for: A line-by-line view of what was found versus expected in each cycle count. Use this to investigate specific discrepancies or support count approvals.
Output: CSV | Required filters: Warehouse
When running the report, you can tailor it to exactly what you need:
- Warehouse* — Select the warehouse whose cycle counts you want to review.
- SKU — Search for a specific item, or leave blank to include all SKUs.
- Warehouse Location — Narrow to a specific location within the warehouse, or leave blank for all locations.
- Count Date From — The start of the cycle count date range. Defaults to the start of the current month.
- Count Date To — The end of the cycle count date range. Defaults to the end of the current month.
- Include items with no discrepancies — By default only items with variances are shown. Check this to include items where the count matched perfectly.
| Columns included |
|---|
| Cycle Count Number, Date Completed, Completed By, Warehouse, Location, Client, SKU, Description, Lot Number, Expiration Date, Serial Number, Unit of Measurement, Expected, Found, Damaged, Anomaly, Date Approved, Reviewed By, Note |
Missing and Damaged Inventory
Best used for: Tracking inventory losses recorded via cycle count or stock adjustment. Use this for insurance claims, write-offs, or investigating recurring shrinkage.
Output: CSV | Required filters: Warehouse, Date From, Date To
When running the report, you can tailor it to exactly what you need:
- Warehouse* — Select all warehouses or only the specific ones you want to review.
- Date From* — The start of the date range you want to check.
- Date To* — The end of the date range.
| Columns included |
|---|
| Client (3PL accounts only), Warehouse Name, Location, Date, User, SKU, Description, Missing, Damaged, Total Loss, Unit Cost, Total Cost, Lot Number, Expiration Date, Serial Number, Note |
Kits & Assemblies
Kit Summary
Best used for: Exporting or reviewing the bill of materials for all kit products.
Output: CSV | Required filters: None — returns all kits automatically, no filters needed.
| Columns included |
|---|
| Client, Kit Item SKU, Component SKU, Quantity, Unit of Measurement, Unit Cost |
Assembly Summary
Best used for: Exporting or reviewing the bill of materials for all assembly items.
Output: CSV | Required filters: None
When running the report, you can tailor it to exactly what you need:
- Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
| Columns included |
|---|
| Client, Assembly Item SKU, Component SKU, Quantity, Sellable, Unit of Measurement, Unit Cost |
Assembled Items
Best used for: Tracking completed assembly work and the components consumed — useful for production records or cost accounting.
Output: PDF, CSV | Required filters: Date From, Date To
When running the report, you can tailor it to exactly what you need:
- Date From* — The start of the assembly completion date range.
- Date To* — The end of the assembly completion date range.
- Warehouse — Narrow results to one or more specific warehouses, or leave blank to include all.
| Columns included |
|---|
| WO#, Client, Assembled SKU, Assembled Description, Created On, Claimed By, Claimed On, Completed On, Assembled Qty, Assembled UOM, Line #, SKU, Description, Qty, UOM |
Warehouse
Unallocated Order Items
Best used for: Identifying which orders are stuck waiting for stock to become available. Use this to prioritize purchasing decisions or communicate delays.
Output: PDF, CSV | Required filters: None — returns all unallocated items automatically, no filters needed.
| Columns included |
|---|
| Client, SKU, Description, Available, Allocated, Ordered, Item User Fields 1–6 (if enabled) |
Warehouse Locations Export
Best used for: A full export of your warehouse location structure including stock quantities per location. Useful for warehouse mapping, audits, or system migrations.
Output: CSV | Required filters: Warehouse
When running the report, you can tailor it to exactly what you need:
- Warehouse* — Select the warehouse whose location structure you want to export.
- Hide Parent Locations — Check this to exclude parent/container locations and return only the lowest-level storage locations.
| Columns included |
|---|
| Warehouse Name, Warehouse ID, Name, Description, Code, Parent Name, Parent Description, Parent Code, Stock in Location, Stock in Child Locations, Total Stock (these three become a single Stock column with Hide Parent Locations), Default Location, Quarantine, Allow Auto Allocation, Override Default Storage Fee, Storage Fee, Last Cycle Count |