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Inventory Reports

Overview​

Inventory Reports gives you two views into your equipment: a Sold & Rent Items report (what went out to customers, with values) and an Item History report (a full audit trail of every status change on every unit).

Required Permissions​

  • Each report is permission-gated and shows only if you're allowed to see it.

Inventory → Reports

The Inventory Reports screen with the Sold & Rent Items and Item History panels

Sold & Rent Items​

Lists items that have been rented out or sold.

Filters: a Date range (with quick presets — Today, Last 7 Days, This Month, etc.), Vendors, Products, and Type (All / Rented / Sold). Select Search to run it.

Columns: item Id, Type (Rented or Sold badge), Product Name, Vendor Name, Date, Subscriber (links to the customer), Invoice (links to the sale/rental invoice), Cost Price, and Sell Price (or rent price for rented items). A Total row sums the cost and sell values.

Exportable via Copy / Excel / Print (the export includes the totals).

Item History​

A full status-change trail for individual units — every time an item changed state.

Filters: Date range, Item Id, Products, Barcode, Serial Number, and Type (status: All / In Stock / Internal Usage / Rent / Sold / Returned / Assigned). Select Search to run it.

Columns: item Id, Product Name, Date, Status (the status at that point, with subscriber/invoice links where relevant), and Note.

Exportable via Copy / Excel / Print.

Important Notes​

  • Use Sold & Rent Items to see revenue-bearing equipment movements over a period (it totals cost vs. sell values).
  • Use Item History to trace one specific unit — filter by its Barcode or Serial Number to see everywhere it's been.