Aggregate Inventory Stock report template

Overview

The Aggregate Inventory Stock report template provides users with a comprehensive view of their inventory. You can create various reports detailing stock levels, item quantities, and associated costs. This helps you effectively track and manage your inventory across different locations.

Things to know

• If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

• You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

Report examples

• Create a Current Inventory Stock Levels report to review the current stock levels for all their inventory items across different locations. This helps you quickly identify which items are in stock, their current quantities, and where they are located, aiding in inventory management and avoiding stockouts or overstocking. 

• Create a report to view Items on Order and Items on Hold to highlight items that have been ordered but not yet received, or items that are currently reserved. This helps you track incoming inventory and manage items that are temporarily unavailable.

Create an Aggregate Inventory Stock report

Follow the steps to create a custom report based on the Aggregate Inventory Stock template and select the columns to include in your report. 

The template has the following columns selected by default:

• Inventory Location: Location of the item

• Bin Location: The bin location for the serialized item

You can customize the report by selecting additional columns from these sections:

• Items: Details about the items, such as the Item Name, Item Code, Item Description, Item Type, and more. 

• Quantity: Details about the quantities, such as Min Quantity, Max Quantity, Quantity Available, Quantity on Order, Quantity on Hold, and Quantity on Hand.

• Transaction Total: Details about the costs for the transaction, such as Item Unit Cost, Total Item Cost, Current Average Cost, and Total Current Average Cost. 

Tip: Hover over the name of the column to see a short description. If you’re unsure what each column means, search for it in the Reporting Dictionary. 

Run the Aggregate Inventory Stock report

1. Click the Date field to select the date you want to run the report on.
   

2. Click the Inventory Location field to filter results by a specific location.
   

3. When you’re finished, click Run Report. 

Want to learn more?

• Visit ServiceTitan Academy and enroll in Navigating Reports and Sales Tracking and Reporting

• See Create custom reports

• See Run, filter, and export reports

• See Schedule reports