Inventory Summary Report

Inventory Summary Report

Overview

The purpose of the inventory summary in Repairdesk is to provide users with a comprehensive view of their in-stock items across different stores. It allows users to track the quantity and value of their inventory at any given time and also keeps them informed about items on purchase order. 

Table Overview:

Stores: This column lists all store names.
SKU: This column displays the unique SKU assigned to each item.
Category: This column shows the category the item belongs to.
Brand: This column displays the brand associated with the item.
Model: This column shows the model linked to the item.
Product Name: This column displays the name of the inventory item.
Stock On Hand: This column shows how many units are currently available in stock.
Average Cost Value: This column shows the total cost value, calculated by multiplying the quantity by the cost price of the item.
Total Retail Value: This column shows the total retail value, calculated by multiplying the quantity by the retail price.
Total Inventory Value: This column represents the total stock value, calculated by multiplying the stock on hand by the cost price.
In Purchase Order: This column shows the total number of items currently available in the open purchase order.

Custom Reports for Inventory Summary Report

Keeping track of inventory performance often requires viewing only specific data points like cost, retail value, or on-hand quantity. Previously, the Inventory Summary Report displayed a fixed set of columns for all users, which made it difficult to focus on the most relevant information.

With RepairDesk’s Custom Reports feature in the Inventory Summary Report, you can now build and save your own report views. Select the columns you care about, apply filters, and customize your overview tiles, all in one place.

This gives you a cleaner, more flexible, and efficient reporting experience.

FAQs

How can I create a Custom Report in the Inventory Summary Report?

To create a new Custom Report:

  1. Go to Reports > Inventory Summary Report.
  2. In the Filters section, open the Data Columns dropdown.
  3. Select the columns you want to display.

    • Available columns include:

      ID, Store, SKU, Category, Brand, Model, Product Name, On Hand, Average Cost Price, Retail Value, Total Inventory Value, In Purchase Order

    • Note: The Store column and its filter will only appear if you have more than one store.

    • All columns are selected by default.

  4. Once your columns and filters are selected, click Save as Custom Report.
  5. Enter a name for your report and click Save.

Your saved report will now be listed in the Custom Reports dropdown for easy access.


How can I update an existing Custom Report?

To update a report:

  1. Select your saved report from the Custom Reports dropdown.
  2. Make changes to your selected columns or filters.
  3. Click Update Report and your report will be updated.

How can I delete a Custom Report?

To delete a saved report:

  1. Open the Custom Reports dropdown in the Inventory Summary Report.
  2. Click the delete (trash) icon next to the report name.
  3. Confirm the deletion in the popover message and your report will be deleted.
Can I customize the Overview section (tiles) in the Inventory Summary Report?

Yes! You can control which overview tiles appear at the top of the report.

To customize:

  1. Click the Overview button at the top of the page.
  2. A dropdown will appear with the following tiles (all checked by default):
    • Stock Retail Value
    • Stock Cost Value
    • Total Items
    • In Purchase Order
    • Low Stock Inventory
  3. Uncheck any tile you don’t want to display. Your selection will instantly update on the page.
How do dynamic filters work in the Inventory Summary Report?

Filters adjust automatically based on the columns you select in your report.

Here’s how it works:

  1. The following filters are always available:
    1. Store Selection (only if you have more than one store)
    2. Date Range
    3. Select Criteria (multi-select dropdown)
  2. If you select columns like Category, Brand, or Model, only then the related filters will appear under Select Criteria.

This makes the filtering experience faster and more relevant to your selected data.
Can I track who created, updated, or deleted Custom Reports?

Yes, every action is automatically logged in the Employee Activity Log for better visibility and control.

You can filter these logs by applying the following actions from the action dropdown of employee activity log report

  • Create Custom Report
  • Update Custom Report
  • Delete Custom Report

How can I enable Inventory Snapshot feature?
To enable the Inventory Snapshot feature, access your store settings in the dashboard, locate Inventory > Inventory Configuration, and enable the Inventory Snapshot option at the bottom.

To send daily inventory snapshot notifications to specific employees, select the employees from the dropdown field.
Please note that notifications will be sent at the end of each day.