Inventory Reports provide inventory aging, expiration, valuation, reorder, work order planning, and usage views from the Inventory dashboard.
What this screen is for
Use Inventory Reports to review current inventory health, valuation, expiration exposure, reorder needs, manufactured-part planning, and usage trends.
Reports are read-only. Running a report or copying it for Excel does not update inventory, lots, costs, GL, part setup, purchase orders, or work orders.
Screen path
Dashboard > Inventory > Reports
Report options
| Report | What it is for |
|---|---|
Aging Report (FIFO) |
Opens the FIFO Aging Report option. The current screen is a placeholder. |
Expiration Tracking |
Shows lots with expiration dates and quantity on hand. |
Inventory Value vs GL |
Compares inventory value by product line to GL account balances. |
Detailed Inventory Report |
Shows item-level quantity, availability, weighted cost, and total value. |
Reorder Analysis |
Helps review purchased parts that may need reorder. |
Work Order Planning |
Helps review manufactured or ESTORE parts that may need work orders. |
Usage Trend Report |
Shows monthly usage by part across the report's month range. |
What happens behind the scenes
The reports read inventory master records, inventory lot records, inventory usage history, fiscal period balances, journal entry lines, and related inventory setup depending on the report.
Most report screens include search or sort controls and Copy for Excel, which copies tab-delimited report rows to the clipboard.