The Inventory Change Report shows you how inventory has been updated over time for easy high-level audits. You choose the date range, and we will display your starting and ending inventory with a summary of all updates in between. You can click on the Product for history and details.
This report is not recommended to replace an official inventory report, but it can provide some useful information when analyzing trends.
For more information about retrieving your report, click this article on Saved/Scheduled Reporting.
Report Summary
The columns in this report include:
Product
Variant
Location
Categories*
SKU*
Barcode*
Added (via the Actions>Add/Edit feature, Bulk Upload Spreadsheet, and received Purchase Orders or Internal Transfers)
Removed (via the Actions>Add/Edit feature, Bulk Upload Spreadsheet, and Internal Transfers)
Re-Stocked (refunded or returns products)
Sold (products sold on an integration including bundles and their components)
Starting Qty (units in stock at the beginning of / just before the date range, if any)
Ending Qty (ending quantity minus starting quantity)
Net Qty Change (ending quantity minus starting quantity)
Starting Value (total value at the beginning of / just before the date range)
Ending Value (total value at end of the date range)
Net Value Change (ending value minus starting value)
The Summary Boxes are the multi-colored boxes at the top of the report that provide a synopsis of certain aspects of the report. Included in this report are:
Total Added
Total Removed
Total Restocked
Total Sold
Variants
Net Quantity Change (if bundles are included, this value may differ from your actual change in units)
Net Value Change
*NOTE: Default cost is used to calculate the value. For more accurate overall inventory values, please use the Inventory Report.
Filters
Filters help pinpoint the information you care about most. We've added a few new ones for this report specifically which we think will help immensely!
Bundles filter
By default, the report will show both bundles and their components. By filtering to "show bundles only" or "hide bundles" you can make sure you're seeing what matters most to you.
The filter only operates on the current bundle status. For example, if a variant was a bundle when inventory entries occurred, but is no longer a bundle (or vice versa), this report will not make that distinction.
Change Type filter
Quickly see how many products changed via our main features like Stocktakes, Purchase Orders / Internal Transfers, Assemblies, and Sales.
When you select ‘Sale’ for instance, the results will only show variants with a value in the Sold or Restocked columns, and not factor in any other inventory entries.
If the inventory change was via Bulk Upload, or the Actions>Add/Edit option on the Inventory page, that will fall under "Other."
Multiple types can be selected at one time.
Bundles
A Bundle indicator icon will display on the generated report as well as the report when it is exported. For example, here's what it will look like when you initially generate the report on Thrive:
And this is what it will look like when that report is exported:
Downloading your Report
To save your report (or schedule it to run for you), click the "Actions" button. Options to "Schedule this Report" or download as a PDF or CSV will be available for you. For more information on saving and scheduling reports, click here:
Things to Note:
At the bottom left corner of the page, you'll be able to navigate through pages using bottom the arrow buttons.
Show more products per page, by selecting a new option on the bottom-right of the page.
Click on the column heading to re-sort the entire report.
Only products that have experienced a change in quantity over the date range specified are included in this report. To see the total value of on-hand inventory at a given point in time, you can check out your Inventory Report.