The Detailed Inventory Report shows active inventory items with quantity, availability, weighted cost per unit, and total inventory value.
What this report is for
Use Detailed Inventory Report to review item-level inventory value and quantity position.
This report is useful for valuation review and for identifying high-value inventory items.
Screen path
Dashboard > Inventory > Reports > Detailed Inventory Report
Filters and actions
| Control | What it does |
|---|---|
| Search | Filters by part number or description. |
By Value |
Sorts by total value descending. |
A-Z |
Sorts by part number ascending. |
Z-A |
Sorts by part number descending. |
Copy for Excel |
Copies the filtered report data and total row to the clipboard. |
Report columns
| Column | What it shows |
|---|---|
Part Number |
Inventory part number. |
Description |
Inventory description. |
UOM |
Stocking unit of measure. |
Qty On Hand |
Total quantity on hand across lots. |
On PO/WO |
Quantity on order. |
On SO |
Quantity required. |
Available |
On hand plus on order minus required. |
Cost per Unit |
Weighted average cost per unit from lots. |
Total Value |
Total value from lot quantity times lot cost. |
The report footer totals quantity on hand and total value for the filtered data.
What happens behind the scenes
PAX reads active inventory records and aggregates matching inventory lot records.
Cost per unit is calculated as weighted average lot cost when there is quantity on hand. Total value is calculated from lot quantity times lot cost.
Running, sorting, filtering, or copying the report does not update inventory, lots, costs, GL, or part setup.
Troubleshooting
Cost per unit is zero
Likely cause: The part has no on-hand quantity or the lot cost is zero.
Safe fix: Review the part's lot details and cost history.
Contact support if: The lot should have cost but the report shows zero.
Available quantity differs from on hand
Likely cause: Available quantity includes on-order quantity and required quantity.
Safe fix: Review open purchase orders, work orders, sales orders, and inventory requirements.
Contact support if: Open demand or supply appears incorrect.