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 ReportDescriptionPDF?CSV?Filtering CriteriaData columns included in reportReport Category
Inbound by SupplierListing of purchase orders en route to warehouse from a given Supplier.  Can also include received purchase orders from the date range if user selects.YYEnter Supplier, Enter End Date, Show Received POs Y/NSupplier, Purchase Order Number, Date Required, Shipping Method, Ordered By Date, Order Prepared Date, Items Qty, ValueInbound Reports
Purchase Orders Export By DateExport of all PO data.  Ideal for data exchange with external systems.NYEnter Supplier, Enter End Date, Show Received POs Y/NSupplier, Purchase Order Number, Date Required, Shipping Method, Order By Date, Ordered Prepared Date, Items Qty, ValueInbound Reports
Inbound By DateListing 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.YYStart Date, End Date, Show Received POs Y/NSupplier, Purchase Order Number, Date Required, Shipping Method, Ordered By Date, Order Prepared Date, Items Qty, ValueInbound Reports
Purchasing By Supplier SummaryPurchase 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.YNEnter Supplier, Enter Start Date,Enter End DateDate Required, Supplier, Items, Value, Orders, CompletedPurchasing Reports
Purchasing by CategoryPurchase 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.YNEnter Category, Start Date, End DateDate Required, Supplier, Items, Value, Orders, CompletedPurchasing Reports
Purchasing By Supplier DetailExpands on the data listed in Purchasing by Supplier Summary, by listing the specific items included and the date of each individual PO.YNEnter Supplier, Enter Start Date,Enter End DateDate Required, Supplier, Items, Value, Orders, Completed, SKU, Category, Description, Quantity, Uom, Cost, Vendor CodePurchasing Reports
Purchasing By ItemPurchase 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.YNEnter SKU, Enter Start Date,Enter End DateDate Required, Supplier, Items, Value, Orders, CompletedPurchasing Reports
Current Cost of Inventory By CategoryTotal value of all in-stock inventory, broken down by category.  Includes count of total items and average cost.YYEnter WarehouseCategories, Total Cost, Total Count, Avg CostInventory Reports
Current Cost of Inventory By SKUValue of in-stock inventory broken down by individual item SKU.  Includes count of total items and average cost.YYEnter WarehouseCategories, SKU, Description, Total Cost, Total Count, Avg CostInventory Reports
Inventory In StockListing of all in-stock inventory by SKU, quantity in stock, and each item’s default reorder point for comparison.YNSKU, Category, Description, UOM, InStock, Expiry, Re-OrderInventory Reports
Expiring InventoryListing of items that will expire within the selected date range.YNEnter Expiration Date From, Expiration Date ToSKU, Description Qty, Expire Date, LocationInventory Reports
Unallocated Order ItemsListing of items waiting for fulfillment that are either backordered, or otherwise not yet allocated from stock.YYSKU, Description, Available, Allocated, OrderedInventory Reports
Delivered InventoryCumulative totals of items received within the selected date range.YYEnter Delivered From, Delivered ToSKU, Category, Description, Qty, UOM, ClientInventory Reports
Received InventoryDetail of each receiving event and totals for each SKU within the selected date range.YYEnter Delivered From, Delivered ToSKU, Category, Description, Qty, UOM, Client, Received DateInventory Reports
Serial Numbers By LocationAll serialized items in stock, broken down by Location and SKU.YNSerial Number, SKUInventory Reports
Accuracy MeasurementsAccuracy record (%) of cycle counts completed within the date range.YNEnter SKU, Accuracy Percentage Minimum, Accuracy Percentage Maximum, Count Date From, Count Date ToLocation, Accuracy, Completed ByInventory Reports
Inventory In WarehouseListing of inventory broken down by SKUYNEnter SKU, Category, WarehouseWarehouse, In Stock Qty, Allocated Qty, Available QtyInventory Reports
Inventory Usage SummaryHigh level overview of stock in/out activity over the past 12 months.YNEnter SKU, CategorySKU, Description, Current Qty, ReOrder Point, Owner, From No., 1st DateInventory Reports
Lot Numbers By LocationAll lotted items in stock, broken down by Location and SKU.YNLot Number, SKU, QuantityInventory Reports
Stock In/OutFull detail of all in/out activity for a SKU or product category over a date range.YNEnter SKU, Category, Date From, Date ToSKU, Description, Current Qty, ReOrder Point, Date, Number of Events, Transaction Type, User Total Charge, ID, QuantityInventory Reports
Incomplete OrdersListing of all open orders.YNOrder No, Date, Account, Consignee, City, State, Zip, Ordered, Picked, ShippedFulfillment Reports
Daily Item OrdersFor a selected day, gives listing of items sold and dollar value of sales.YNEnter Report DateSKU, Description, Quantity, Actual Sales Amount, Undiscounted, FMVFulfillment Reports
Detailed Customer OrdersListing of all customer orders and a breakdown of items included in each over a date range.YYEnter Start Date, End DateCo Number, Placed On, Completed On, Customer, Created ByFulfillment Reports
Order ReturnsSummary of customer returns during a specified period.YNEnter Start Date, End DateCO Number, RMA Number, Customer Name, Returned Date, Ordered, ReturnedFulfillment Reports
Order SummaryAll customer orders over a date range, including the picked/shipped status.YNEnter Customer, Date From, Date ToOrder No, Date, Cosignee, City, State, Zip, Country, Create By, Ordered, Picked, ShippedFulfillment Reports
Quick Issue OrdersListing of all Quick Issue events over a date range.YNEnter Date From, Date ToOrder No. Date, Created By, OrderedFulfillment Reports
Ready To ShipOrders that are currently allocated, picked, and ready to ship.YNOrder No, Date, Cosignee, City, State, Zip, Ordered, Picked, Shipped, Pick %Fulfillment Reports
Orders Export By DateExport of all customer order data.  Ideal for data exchange with external systems.NYEnter Start Date, End DateCustomer 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, CompanyFulfillment Reports
Shipments For CarrierShipments broken down by carrier over a date range, including shipment tracking numbers.YNEnter Carrier, Shipped Date From, Shipped Date ToDate, Order Number, Customer, Address, City, State, Tracking NumberShipments Reports
Shipment DetailListing of shipments by date range for one or all carriers, with additional detail including shipment cost.YYEnter Warehouse, Carrier, Shipped Date From, Shipped Date ToOrder No, Customer No, Ordered On, Customer Name, Items, Shipped On, Shipping CarrierShipments Reports
Shipped Items by DateListing of shipments with additional detail on what items are included in each shipment.YNEnter Shipped Date From, Shipped Date ToSKU, Description, Qty, Ship Date, Tracking No, Customer, CompanyShipments Reports
Shipment Cost ReportCumulative total of shipment costs for all carriers, totals broken down by carrier, and average cost per shipment for each.YNEnter Carrier, Shipped Date From, Shipped Date ToCarrier, Shipments, Average (per shipment), CostShipments 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.YYEnter Shipped Date From, Shipped Date ToOrder Number, Customer, Tracking Number, Shipped Date, Carrierm Service, Weight, Shipping & HandlingShipments Reports
Customer Shipping MethodsBreakdown of shipping methods used for a given date rangeYNEnter Customer (optional), Date From, Date ToCarrier, Service, Shipments, PercentageShipments Reports
Shipment SummarySummary of each day’s shipments in the date range, including number of shipments by carrier and the cost.YNEnter Carrier (optional) Shipped Date From, Shipped Date ToCarrier, Orders, Shipments, Cost, Voided, Void TotalShipments Reports
Shipped Item TotalsCumulative totals of items shipped over a date range, broken down by SKU.YNEnter Warehouse, Shipped Date From, Shipped Date ToSKU, Category, Description, Quantity, ClientShipments Reports
Client Summary(For 3PL providers) Summary of all 3PL fulfillment clients and their shipping/handling charges for the selected date range.YNEnter Shipped Date From, Shipped Date ToClient, Shipping & HandlingShipments Reports

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