The Inventory By Location Report provides a high-level snapshot of your inventory health across all locations — total value, potential revenue, potential profit, and quantity in stock — all in one view.
📋 This article covers the updated Inventory By Location Report. If you have questions about the transition, see New Reports Experience — What's Changed.
It's ideal for quickly comparing inventory levels across locations at any given point in time.
Running the Report
Select a point in time to generate the report. Choose from a preset or enter a custom date and time.
Preset options: Now, Yesterday, Last Month, Last Year
Use the Filters button to narrow results by:
Active — Active or Inactive
Date Created — Today, Yesterday, Last 7 Days, Last 30 Days, Last 4 Weeks, This Week, Last Week, This Month, Last Month, This Year, Last Year, or Custom Range (select a start and end date)
Locations
Categories
Vendors
Summary Tiles
The tiles at the top of the report show totals across all locations for the selected point in time.
Total Value — Sum of inventory value across all locations.
Potential Revenue — Sum of potential revenue across all locations.
Potential Profit — Sum of potential profit across all locations.
Quantity in Stock — Sum of in-stock quantities across all locations.
Columns
Use the Manage Columns button to toggle columns on or off.
Column | Definition |
Location | Location name |
Quantity In Stock | Total units in stock at the specified time |
Potential Revenue | In Stock × List Price |
Total Value | Total cost of units in stock |
Potential Profit | Sum of (List Price − Cost) for each unit in stock with a cost entered |
Exporting & Scheduling
Click the Download button to export the report. Available options:
PDF — Full report as a PDF
CSV — Full report as a CSV
Summary PDF
Summary CSV
To schedule reports, click Actions > Schedule Report.
Things to Note
Click any column header to re-sort the report.
For a product-level breakdown of inventory across locations, see the Inventory Report.