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, Stocktakes and received Purchase Orders or Internal Transfers)
Removed (via the Actions>Add/Edit feature, Bulk Upload Spreadsheet, Stocktakes 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: Lot cost is used to calculate value.
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:
Auditing Individual Product Changes
The product's inventory history helps track inventory adjustments and resolve discrepancies for a specific product.
Follow these steps to audit inventory changes and review the product's history:
Navigate to the Products & Variants tab in Thrive.
Locate the product in question and click on the current quantity listed in the "In Stock" column.
The system will display the Product History, which includes a detailed record of all quantity changes, when they were made, and any notes explaining the adjustments.
This feature is particularly useful for identifying data entry errors or unexpected adjustments made to inventory quantities.
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.
To audit individual product histories, navigate to the "Products & Variants" tab, locate the product, and click on the quantity listed under the "In Stock" column to view its detailed change history.