Overview
Use the Aggregate Inventory Stock Report for Serialized Items template to create reports to track serial numbers at different inventory locations or jobs.
Who uses this feature
Purchasing managers
Applies to all business types
Feature configuration
Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to built-in reports.
Account configuration is required to use this feature. Please contact Techical Support for details.
Note: To see the location of all serial numbers for a given serialized inventory item, you can also use the Inventory Items page. For more information, see Inventory items overview.
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 by Location report. This report would provide a clear snapshot of all serialized items, their unique serial number, where they are currently located, and their availability status. This helps with inventory management, letting you identify stock levels across different sites, and ensure items are in the correct place.
Create a Serialized Item Cost Tracking report. This report would allow you to see the individual unit cost and current average cost for each serialized item. This helps you understand the financial aspects of your serialized inventory. Purchasing managers can use it to track costs, evaluate pricing strategies, and make informed decisions regarding purchasing and pricing of serialized items.
Create an Aggregate Inventory Stock Report for Serialized Items report
Follow the steps to create a custom report based on the Aggregate Inventory Stock Report for Serialized Items template and select the columns to include in your report.
The template has the following columns selected by default:
Item Name: Name of the serialized item in your pricebook
Item Code: Code of the serialized item in your pricebook
Item Description: Description of the serialized item
Item Type: The type of item. Can be Material or Equipment
Inventory Location: Location of the item
Date In: Date the serial number of the item was added to your inventory
Status: Availability status of the serialized item
Serial Number: Serial number of the item
You can customize the report by selecting additional columns, such as:
Bin Location: The bin location for the serialized item
Item Unit Cost: Individual cost of the serialized item
Current Average Cost: Current average cost of the serialized item
Tip: Hover over the name of the column to see a short description.
Run the Aggregate Inventory Stock Report for Serialized Items report
Click the Inventory Location field to filter results by a specific location.
Click the Status field to filter results based on the availability of a serialized item.
When finished, click Run Report.
Tip: Click Edit Columns to add and remove columns. You can Run, filter, and export reports for further customization.
Want to learn more?
Visit ServiceTitan Academy and enroll in Navigating Reports