Help Center

Choosing a report

Inventory reports answer different questions than the day-to-day tables. A table is good for finding and editing records. A report is good for sharing a clean snapshot, printing a list, or checking a specific operational number such as purchase spend, type utilization, stock count, or pricing by type.

Start by choosing the report category, then the report itself, then the inventory scope. A whole-company report is useful for management review. A warehouse-scoped report is better when the user is checking what a location physically has. If the report includes optional columns, use the column controls before printing so the output only includes fields that help the person reading it.

For warehouse cost review, use Warehouse Inventory Costs from the report picker or choose Inventory cost report from a warehouse row menu. That report combines serialized items and bulk stock into one view, using inventory type cost as the unit cost so the warehouse total matches the cost-of-goods value shown on the warehouse page.

Purchase and tax-oriented reports

Purchase reports depend on purchase date and price paid being captured on inventory records. For serialized items, those fields belong on each asset. For bulk inventory, acquisition details can describe the added quantity. When those values are entered during intake or batch add, the yearly purchase-spend report can show what the company spent during the selected tax year.

The report is only as useful as the intake data. If an item was entered without a purchase date, it may not appear in a year-specific spend report. If total price paid was entered for a group, make sure the report language makes clear whether the amount is per unit or the total acquisition amount for the quantity. Use bulk edit when several records need the same purchase correction.

Printing report output

Reports should print like documents, not labels. Pluck adds a safe page inset so the title, logo, table headers, and rows do not touch the paper edge even when the browser print dialog uses no margins. If the report still appears cramped, check the paper size, orientation, scale, and whether the browser is shrinking wide tables.

Before handing a report to a customer, accountant, or warehouse lead, review the title, timestamp, company branding, scope, and visible columns. A report should explain what it is showing without requiring the reader to know which screen it came from. If a report is intended for internal review only, keep operational columns visible. If it is customer-facing, hide internal fields that do not help the customer make a decision.