Reporting Options

Zenventory features 30+ off-the-shelf reports, generated using XML templates that are highly customizable.  For specific information on any report and its capabilities, see the table below.

Name of Report Description PDF? CSV? Filtering Criteria Data columns included in report Report Category
Inbound by Supplier Listing of purchase orders en route to warehouse from a given Supplier.  Can also include received purchase orders from the date range if user selects. Y Y Enter Supplier, Enter End Date, Show Received POs Y/N Supplier, Purchase Order Number, Date Required, Shipping Method, Ordered By Date, Order Prepared Date, Items Qty, Value Inbound Reports
Purchase Orders Export By Date Export of all PO data.  Ideal for data exchange with external systems. N Y Enter Supplier, Enter End Date, Show Received POs Y/N Supplier, Purchase Order Number, Date Required, Shipping Method, Order By Date, Ordered Prepared Date, Items Qty, Value Inbound Reports
Inbound By Date Listing of purchase orders en route to warehouse in a given Date Range.  Can also include received purchase orders from the date range if user selects. Y Y Start Date, End Date, Show Received POs Y/N Supplier, Purchase Order Number, Date Required, Shipping Method, Ordered By Date, Order Prepared Date, Items Qty, Value Inbound Reports
Purchasing By Supplier Summary Purchase Orders to a specific Supplier broken down by month, listing how many POs were created and how many were completed (received).  Also includes $ value of purchases by month. Y N Enter Supplier, Enter Start Date,Enter End Date Date Required, Supplier, Items, Value, Orders, Completed Purchasing Reports
Purchasing by Category Purchase Orders for a specific product category broken down by month and Supplier, listing how many POs were created and how many were completed (received).  Also includes $ value of purchases by month. Y N Enter Category, Start Date, End Date Date Required, Supplier, Items, Value, Orders, Completed Purchasing Reports
Purchasing By Supplier Detail Expands on the data listed in Purchasing by Supplier Summary, by listing the specific items included and the date of each individual PO. Y N Enter Supplier, Enter Start Date,Enter End Date Date Required, Supplier, Items, Value, Orders, Completed, SKU, Category, Description, Quantity, Uom, Cost, Vendor Code Purchasing Reports
Purchasing By Item Purchase Orders for a specific product SKU broken down by month and Supplier, listing how many POs were created and how many were completed (received).  Also includes $ value of purchases by month. Y N Enter SKU, Enter Start Date,Enter End Date Date Required, Supplier, Items, Value, Orders, Completed Purchasing Reports
Current Cost of Inventory By Category Total value of all in-stock inventory, broken down by category.  Includes count of total items and average cost. Y Y Enter Warehouse Categories, Total Cost, Total Count, Avg Cost Inventory Reports
Current Cost of Inventory By SKU Value of in-stock inventory broken down by individual item SKU.  Includes count of total items and average cost. Y Y Enter Warehouse Categories, SKU, Description, Total Cost, Total Count, Avg Cost Inventory Reports
Inventory In Stock Listing of all in-stock inventory by SKU, quantity in stock, and each item’s default reorder point for comparison. Y N SKU, Category, Description, UOM, InStock, Expiry, Re-Order Inventory Reports
Expiring Inventory Listing of items that will expire within the selected date range. Y N Enter Expiration Date From, Expiration Date To SKU, Description Qty, Expire Date, Location Inventory Reports
Unallocated Order Items Listing of items waiting for fulfillment that are either backordered, or otherwise not yet allocated from stock. Y Y SKU, Description, Available, Allocated, Ordered Inventory Reports
Delivered Inventory Cumulative totals of items received within the selected date range. Y Y Enter Delivered From, Delivered To SKU, Category, Description, Qty, UOM, Client Inventory Reports
Received Inventory Detail of each receiving event and totals for each SKU within the selected date range. Y Y Enter Delivered From, Delivered To SKU, Category, Description, Qty, UOM, Client, Received Date Inventory Reports
Serial Numbers By Location All serialized items in stock, broken down by Location and SKU. Y N Serial Number, SKU Inventory Reports
Accuracy Measurements Accuracy record (%) of cycle counts completed within the date range. Y N Enter SKU, Accuracy Percentage Minimum, Accuracy Percentage Maximum, Count Date From, Count Date To Location, Accuracy, Completed By Inventory Reports
Inventory In Warehouse Listing of inventory broken down by SKU Y N Enter SKU, Category, Warehouse Warehouse, In Stock Qty, Allocated Qty, Available Qty Inventory Reports
Inventory Usage Summary High level overview of stock in/out activity over the past 12 months. Y N Enter SKU, Category SKU, Description, Current Qty, ReOrder Point, Owner, From No., 1st Date Inventory Reports
Lot Numbers By Location All lotted items in stock, broken down by Location and SKU. Y N Lot Number, SKU, Quantity Inventory Reports
Stock In/Out Details Full detail of all in/out activity for a SKU or product category over a date range. Y N Enter SKU, Category, Date From, Date To SKU, Description, Current Qty, ReOrder Point, Date, Number of Events, Transaction Type, User Total Charge, ID, Quantity Inventory Reports
Stock In/Out Summary Starting & ending quantity for a SKU or product category over a date range. N Y Enter Warehouse, SKU, Category, Date From, Date To Warehouse, SKU, Description, Category, UOM, Starting Qty, Added Qty, Deducted Qty, Ending Qty Inventory Reports
Kit Summary Export of Bills of Material (BOM) detail for all kit items. N Y Kit item SKU, Component SKU, Quantity, UOM Inventory Reports
Assembled Items Summary of Items Assembled within a given date range. Includes Items used to Assemble. Y Y Date From, Date To Work Order #, Assembled SKU, Description, Created On, Completed On, Assembled Qty, Assembled UOM, Line #, Component SKU, Description, Qty, UOM Inventory Reports
Inventory Export Full export of inventory data. N Y Warehouse, Include Out of Stock?, Breakdown by Location?, Breakdown by Lot Number? All columns of stored item definition data, plus: Warehouse, Location, Qty, Lot Number Inventory Reports
Inventory Forecast Forecast of inventory needed for the next week and the next month. N Y Warehouse Client, SKU, In-Stock, Allocated, Unallocated, Sellable, Incoming, Shipped (all time), Daily Avg (30 days), Days Left (30 day velocity), Daily Average (7 days), Days Left (7 day velocity) Inventory Reports
Incomplete Orders Listing of all open orders. Y N Order No, Date, Account, Consignee, City, State, Zip, Ordered, Picked, Shipped Fulfillment Reports
Daily Item Orders For a selected day, gives listing of items sold and dollar value of sales. Y N Enter Report Date SKU, Description, Quantity, Actual Sales Amount, Undiscounted, FMV Fulfillment Reports
Detailed Customer Orders Listing of all customer orders and a breakdown of items included in each over a date range. Y Y Enter Start Date, End Date Co Number, Placed On, Completed On, Customer, Created By Fulfillment Reports
Order Returns Summary of customer returns during a specified period. Y N Enter Start Date, End Date CO Number, RMA Number, Customer Name, Returned Date, Ordered, Returned Fulfillment Reports
Order Summary All customer orders over a date range, including the picked/shipped status. Y N Enter Customer, Date From, Date To Order No, Date, Cosignee, City, State, Zip, Country, Create By, Ordered, Picked, Shipped Fulfillment Reports
Quick Issue Orders Listing of all Quick Issue events over a date range. Y N Enter Date From, Date To Order No. Date, Created By, Ordered Fulfillment Reports
Ready To Ship Orders that are currently allocated, picked, and ready to ship. Y N Order No, Date, Cosignee, City, State, Zip, Ordered, Picked, Shipped, Pick % Fulfillment Reports
Orders Export By Date Export of all customer order data.  Ideal for data exchange with external systems. N Y Enter Start Date, End Date Customer Order #, Customer Order Ref, Order Source, SKU, Order Qty, Ordered UOM, Completed on, Already Shipped, Ship Notes, Unit Cost, Placed On, Custom Field1,Unit Price, Total Price, Description, UPC/EAN, Category, Weight, Default Econ No, Recommended Retail Price, Manufacturer Website, Serializable, Drop Ship, Perishable, Track Lot, Line #, Title, Name, Surname, Supervisor,  Email, Shipping Code, Shipping Company, Shipping Name, Shipping Address 1, Shipping Address 2, Shipping Address 3, Shipping City, Shipping State, Shipping Country, Shipping Zip, Shipping Phone, Default Shipping, Use as Billing, Billing Code, Billing Company, Billing Name, Billing Address 1, Billing Address 2, Billing Address 3, Billing City, Billing State, Billing Country, Billing Zip, Billing Phone, Default Billing, Created By, Item Owner, Model No, Tracking No, Company Fulfillment Reports
Shipments For Carrier Shipments broken down by carrier over a date range, including shipment tracking numbers. Y N Enter Carrier, Shipped Date From, Shipped Date To Date, Order Number, Customer, Address, City, State, Tracking Number Shipments Reports
Shipment Detail Listing of shipments by date range for one or all carriers, with additional detail including shipment cost. Y Y Enter Warehouse, Carrier, Shipped Date From, Shipped Date To Order No, Customer No, Ordered On, Customer Name, Items, Shipped On, Shipping Carrier Shipments Reports
Shipped Items by Date Listing of shipments with additional detail on what items are included in each shipment. Y N Enter Shipped Date From, Shipped Date To SKU, Description, Qty, Ship Date, Tracking No, Customer, Company Shipments Reports
Shipment Cost Report Cumulative total of shipment costs for all carriers, totals broken down by carrier, and average cost per shipment for each. Y N Enter Carrier, Shipped Date From, Shipped Date To Carrier, Shipments, Average (per shipment), Cost Shipments Reports
Client Statement (For 3PL providers) Breakdown of shipping & handling charges due for a specific client for a specific period, including amount for each order and a grand total. Y Y Enter Shipped Date From, Shipped Date To Order Number, Customer, Tracking Number, Shipped Date, Carrierm Service, Weight, Shipping & Handling Shipments Reports
Customer Shipping Methods Breakdown of shipping methods used for a given date range Y N Enter Customer (optional), Date From, Date To Carrier, Service, Shipments, Percentage Shipments Reports
Shipment Summary Summary of each day’s shipments in the date range, including number of shipments by carrier and the cost. Y N Enter Carrier (optional) Shipped Date From, Shipped Date To Carrier, Orders, Shipments, Cost, Voided, Void Total Shipments Reports
Shipped Item Totals Cumulative totals of items shipped over a date range, broken down by SKU. Y N Enter Warehouse, Shipped Date From, Shipped Date To SKU, Category, Description, Quantity, Client Shipments Reports
Client Summary (For 3PL providers) Summary of all 3PL fulfillment clients and their shipping/handling charges for the selected date range. Y N Enter Shipped Date From, Shipped Date To Client, Shipping & Handling Shipments Reports

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