We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Product Inventory Activity Report	https://dashboard.boulevard.io/reports/product_inventory_activity

Note: This report was previously titled “Inventory Adjustments”

Overview

The Inventory Activity report helps you understand how and why your inventory levels change over time. It provides a detailed history of every adjustment, including the product affected, location, timing, and the reason for the change.

Use this report to keep inventory records accurate, identify issues like shrinkage or unexpected discrepancies, and review activity across locations with confidence. If something looks off, you can trace it back to the exact event and quickly see what caused the change.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Inventory audit trail	Track every inventory quantity change as an independent event for traceability and compliance.	When was this product’s quantity adjusted? What changes were made last week?
Shrinkage and loss investigation	Identify negative quantity adjustments and analyze patterns by product, location, or reason.	Which products are frequently adjusted down? Are certain locations seeing more losses?
Adjustment reason analysis	Understand why inventory changes occur using adjustment reasons.	Are most adjustments due to damage, theft, or manual corrections?
Operational accountability	Review inventory changes tied to locations and products to support internal reviews.	Where are most manual adjustments happening? Which products require frequent corrections?
Inventory valuation impact	Assess the cost impact of inventory adjustments using adjustment cost metrics.	How much value was lost due to inventory write-offs this month?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate reporting permission enabled to see this report: Catalog Reporting > Inventory
If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Inventory Setup: For the report to show meaningful data, your inventory workflows must be set up correctly:
- “Track Inventory” must be enabled on each product
- Purchase orders must be created for inventory items, AND must be received and completed by either:
  - Selecting “Receive All” from the purchase order
  - Entering received quantities and marking the purchase order as complete
- If these steps are not followed, inventory changes may not be recorded correctly.

If you’re seeing zeros or incorrect costs, it usually points to a missed step in your inventory workflow—not an issue with the report itself. Start by confirming that inventory tracking is enabled for your products, purchase orders are created and fully completed, and inventory has been properly received. Skipping one of these steps can result in incomplete or inaccurate data, so it’s important to follow the full workflow consistently to ensure your reporting reflects accurate inventory activity.

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group by (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location Name	The name of the business location where the inventory adjustment occurred.	Beverly Hills	Yes
Product Category Name	The name of the category the product belongs to.	Area Packages	Yes
Product Name	The display name of the retail product as shown to users.	Shampoo	Yes
Quantity Adjustment Id	Unique identifier for the inventory adjustment event.	a50d62b7-8bf7-42ed-a639-bb1fe3888fcb	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Adjustment Date	Calendar date when the inventory quantity adjustment was recorded (local time).	2026-03-01	Yes
Adjustment Reason	Reason provided for the inventory quantity adjustment: Possible values include damage, loss, sale, return, theft, service usage, purchase order etc.	sale	Yes
Order Number	Human-readable order number associated with the inventory adjustment, if applicable.	1201123	No
Product Quantity Change	Net change in product quantity resulting from the adjustment. Positive values indicate increases; negative values indicate decreases. Units: count.	4	No
Inventory Adjustment Cost	Total cost impact of the inventory adjustment based on product unit cost. Units: dollars.	$12	No

Customizable Fields

All fields you can add, remove, or use to customize the report to fit your needs. Some fields are required and cannot be removed from the report.

Field name	Definition	Example Value	Filter?
Location Name	The name of the business location where the inventory adjustment occurred.	Beverly Hills	Yes
Quantity Adjustment Id	Unique identifier for the inventory adjustment event.	a50d62b7-8bf7-42ed-a639-bb1fe3888fcb	No
Product Name	The display name of the product as shown to users.	Shampoo	Yes
Product Brand Name	The brand name associated with the product.	BeautyStat	Yes
Adjustment Date	Calendar date when the inventory quantity adjustment was recorded (local time).	2026-03-01	Yes
Adjustment Reason	Reason provided for the inventory quantity adjustment: Possible values include damage, loss, sale, return, theft, service usage, purchase order etc.	sale	Yes
Product Quantity Change	Net change in product quantity resulting from the adjustment. Positive values indicate increases; negative values indicate decreases. Units: count.	4	No
Inventory Adjustment Cost	Total cost impact of the inventory adjustment based on product unit cost. Units: dollars.	$45	No
Location Group	The location group the business location is associated with, if applicable. Used for grouping and rollups.	West Coast	Yes
Product Supplier Name	The name of the supplier or vendor associated with the product, if provided.	Aveda	Yes
Product Category Name	The name of the category the product belongs to.	Area Packages	Yes
Product Id	Unique identifier for the product.	8f0d76e2-447b-4c6e-b23a-32c1d8b9efa2	No
Location Id	Unique identifier for the business location where the inventory adjustment occurred.	001c3ca5-b306-4ff5-b32f-cc9ad6476eda	No
Location External Id	External system identifier for the business location, if provided by the business.	003f70fc-6f96-49f8-9ad7-2f639db17fe2	Yes
Product Size	The size attribute of the product, if provided.	75mL	No
Product Color	The color attribute of the product, if provided.	White	Yes
Is Product Active	Flag indicating whether the product is currently active (true = active).	TRUE	Yes
Product SKU	The stock keeping unit used to uniquely identify the product in inventory tracking.	5084997482	No
Product Barcode	The barcode associated with the product, if available.	18084863657	No
Inventory At Adjustment	The quantity of product units available on hand immediately after the adjustment event. Units: count.	12	Yes
Staff name	Full name of the staff member.	Abby Hatch	No
Order number	Human-readable order number associated with the inventory adjustment, if applicable.	1201123	No
Usage service name	Name of the service product consumed during the inventory adjustment.	Botox	No
Location Tags	Location tags associated with the business location, if available.	Jackson	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Inventory Adjustment Cost is based on FIFO (First In, First Out)	Boulevard uses FIFO (First In, First Out) to calculate inventory costs. This means when units of a product are consumed, the system assigns costs starting from the oldest batch received — so if you bought 10 units at $8 and later 10 more at $10, the first 10 used will be costed at $8, and the next at $10.
FIFO is only used for automatic adjustments	Inventory Adjustment Cost is calculated using FIFO (First In, First Out) only when the adjustment is triggered automatically by the system — such as product usage from a completed service appointment or product sale. Manual adjustments made through the Adjust Quantities page do not use FIFO.
Manual adjustments use the product's default unit cost, not the purchase order cost	When inventory is adjusted manually (e.g. for damage, loss, theft, or manual usage), the cost shown reflects the default unit cost stored on the product profile at the time the adjustment was made — not the cost entered on any purchase order. If the product profile's default unit cost is $0 or out of date, the Inventory Adjustment Cost for that row will be $0 or incorrect, even if units were purchased at a real cost.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Inventory audit trail	Track every inventory quantity change as an independent event for traceability and compliance.	Use the default configuration. Filters: set Adjustment Date to the period you want to audit; filter by Location Name or Location Tags to scope to specific locations as required.
Shrinkage and loss investigation	Identify negative quantity adjustments and analyze patterns by product, location, or reason.	Use the default configuration. Filters: set Adjustment Date to the period you want to investigate; filter by Adjustment Reason to include only loss-type reasons such as damage, theft, or loss. Sort by: Product Quantity Change ascending to surface the largest negative adjustments first Filter by: Location Name or Location Tags as required.
Adjustment reason analysis	Understand why inventory changes occur using adjustment reasons.	Group by: Adjustment Reason, Adjustment Date. Columns: Product Quantity Change, Inventory Adjustment Cost. Filters: set Adjustment Date to the period you want to analyze; filter by Location Name or Location Tags as required.
Operational accountability	Review inventory changes tied to locations and products to support internal reviews.	Group by: Product Name, Adjustment Reason. Columns: Product Quantity Change, Inventory Adjustment Cost, Staff Name. Filters: set Adjustment Date to the review period; filter by Adjustment Reason to focus on manual types such as damage or loss; filter by Location Name or Location Tags as required.
Inventory valuation impact	Assess the cost impact of inventory adjustments using adjustment cost metrics.	Group by: Product Name, Adjustment Reason. Columns: Product Quantity Change, Inventory Adjustment Cost. Filters: set Adjustment Date to the period you want to value. Sort by: Inventory Adjustment Cost ascending to surface the largest cost impacts first; filter by Location Name or Location Tags as required.

Product Inventory Activity Report