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 On-Hand Report |
Overview
The Product Inventory On-Hand report helps you understand what's currently in stock across all your locations, and what that inventory is worth. It shows current on-hand quantities alongside cost, retail, and profit value for each product at each location.
Use this report to monitor stock levels, spot products at risk of running low, and evaluate the cost and retail value of inventory you're currently holding. It's especially useful for purchasing and replenishment planning, since you can review quantities and estimated profitability by product, brand, category, or supplier before deciding what to reorder.
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 availability monitoring | Track current on-hand inventory levels by product and location to prevent stockouts or overstocking. |
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Inventory valuation | Understand the total cost and retail value of inventory currently held across locations. |
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Profitability analysis | Evaluate estimated profit by comparing retail price value against cost value. |
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Purchasing and replenishment planning | Support buying decisions by identifying products that need replenishment based on inventory levels and sales price. |
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These use cases can be addressed using the report's default configuration, with no additional setup or customization required.
Prerequisites
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 Data & 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
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 location ID | Unique identifier associated with the product at the location level | a50d62b7-8bf7-42ed-a639-bb1fe3888fcb | No |
Columns (default)
The default columns displayed when you first open the report.
Field name | Definition | Example | Filter? |
Product Name | The display name of the retail product as shown to users. | Shu Uemura Fiber Lift | Yes |
Product Brand Name | The brand name associated with the product. | Shu Uemura | Yes |
Product Supplier Name | The name of the supplier or vendor associated with the product, if provided. | Satin Smooth Wax Warehouse (Brand) | Yes |
Inventory On Hand | The current quantity o product units available on hand as of the time the report is run. Units: count. | 6 | Yes |
Cost Value | The total inventory cost value calculated as Inventory On Hand multiplied by the Average Unit Cost. Units: dollars. | $142.50 | No |
Price Value | The total value of inventory calculated as Inventory On Hand multiplied by the Current Unit Price. Units: dollars. | $312.25 | No |
Profit Value | The estimated gross profit value calculated as Price Value minus Cost Value. Units: dollars. | $1,877.25 | No |
Customizable fields
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 | 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 location ID | Unique identifier associated with the product at the location level | a50d62b7-8bf7-42ed-a639-bb1fe3888fcb | No |
Product Name | The display name of the retail product as shown to users. | Shu Uemura Fiber Lift | Yes |
Product Brand Name | The brand name associated with the product. | Shu Uemura | Yes |
Product Supplier Name | The name of the supplier or vendor associated with the product, if provided. | Satin Smooth Wax Warehouse (Brand) | Yes |
Inventory On Hand | The current quantity o product units available on hand as of the time the report is run. Units: count. | 6 | Yes |
Cost Value | The total inventory cost value calculated as Inventory On Hand multiplied by the Average Unit Cost. Units: dollars. | $142.50 | No |
Price Value | The total value of inventory calculated as Inventory On Hand multiplied by the Current Unit Price. Units: dollars. | $312.25 | No |
Profit Value | The estimated gross profit value calculated as Price Value minus Cost Value. Units: dollars. | $1,877.25 | No |
Location Group | The location group the business location is associated with, if applicable. Used for grouping and rollups. | West Coast | Yes |
Is Product Active | Flag indicating whether the product is active (true = active). | TRUE | Yes |
Is Quantity Tracking Enabled | Flag indicating whether quantity tracking is enabled for the product (true = tracking enabled). | TRUE | Yes |
Average Unit Cost | The average cost per unit of a product, based on historical inventory movements.Units: dollars. | $17.75 | No |
Last Updated At (UTC) | The UTC timestamp indicating when the product inventory record was last updated. | 2018-08-20 | No |
Product Barcode | The barcode associated with the product, if available. | agqic14541133 | No |
Product Color | The color attribute of the product, if provided. | white | Yes |
Current Unit Cost | The current cost to business per unit of the product.Units: dollars. | $17.75 | No |
Current Unit Price | The current price charged to clients per unit of the product. Units: dollars. | $39.00 | No |
Product Size | The size attribute of the product, if provided. | 1.7 oz | No |
Product SKU | The stock keeping unit used to uniquely identify the product in inventory tracking. | 3474630355118 | No |
Location External Id | Identifier for the business location from an external system, if provided by the business. | TEST | No |
Location Id | Unique identifier for the business location. | a50d62b7-8bf7-42ed-a639-bb1fe3888fcb | No |
Location Tags | Location tags associated with the business location, if available. | High Volume | Yes |
Inventory As Of Date | Calendar date for which the inventory is being calculated. | 2025-08-20 | 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 |
New measure: Average unit cost | A new measure called average unit cost has been introduced, which is a moving average based on the cost price of the product in the last six months. It is now used to calculate the cost value and the profit value of the inventory. |
Inventory field reflects inventory as of the selected "Inventory As Of Date" — not a historical range | This report shows a point-in-time snapshot of inventory for a single selected date, specified in the Inventory As Of Date filter. The default is today. Changing this date shows what inventory looked like on that day — it is not an aggregation across a period. |
Cost Value and Profit Value only populate when the Inventory As Of Date is set to today | Cost Value, Price Value, and Profit Value are conditionally calculated only when the selected date equals the current date. If the Inventory As Of Date is set to a past date, these fields will return null or zero — only Inventory On Hand quantity will populate for historical dates. This is a known behavior of how these measures are built |
Products with no unit cost/price configured will show $0 for Cost Value and Profit Value | If a product has no default unit cost / price entered in — either on the product configuration or on the purchase orders that brought inventory in — Average Unit Cost will be $0. As a result, Cost Value will be $0 and Profit Value will equal Price Value, overstating profitability. Ensure unit costs are configured for products where margin and cost tracking matter. |
All values are calculated at the product-location level — always keep Location Name in the report grouping | Inventory On Hand, Price Value, Cost Value, and Profit Value are all computed per product per location. Removing Location Name from the grouping will cause these values to be summed across all locations for the same product, producing inflated and incorrect totals. Location Name should always be included as a grouping dimension when using any of the value or quantity fields in this report. |
This report only includes products that are active and have inventory tracking enabled | Only products where both Is Product Active = true and Is Quantity Tracking Enabled = true are included. Products that are inactive, or active but not set up for inventory tracking, will not appear as rows. This report cannot be used to audit all products in the catalog — it reflects only the subset of products currently active and being tracked in inventory. |