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How to use the Current & Historical Inventory Reports

Learn how to generate inventory reports in Meadow and use them to track stock levels, package details, expiration dates, and inventory value.

Updated this week

Meadow's Current & Historical Inventory reports give you a complete picture of what's in stock: quantities, costs, locations, package ages, and expiration dates. Whether you need a snapshot of today's inventory or want to look back at a specific date in the past, these reports have you covered.

Quick overview

  1. Current Inventory shows everything in stock right now: quantities, values, and package details across all locations

  2. Historical Inventory shows the same data for any past date; useful for comparing inventory over time

  3. Both reports download as Excel files with 5 sheets, from high-level summaries to individual package details

  4. Use these reports to track package age, find expiring products, monitor low-stock items, and calculate inventory value

  5. Generate reports from the Reports tab in Meadow Admin

Current vs. Historical Inventory Reports

Current Inventory is a real-time snapshot. It shows exactly what's in your Meadow account right now — every product, package, quantity, and cost at the moment you generate it. This is the report you'll use most often.

Historical Inventory is a past-date snapshot; it shows a single date, not a range. Pick any previous date, and Meadow reconstructs what your inventory looked like on that day. Same structure, same columns, just for a different point in time.

Comparing inventory over time

To compare inventory between two points:

  1. Download a Historical Inventory report for the older date

  2. Download a Current Inventory report for today (or another Historical report for a second date)

  3. Compare the two files side by side in Excel

This is useful for tracking shrinkage, identifying slow-moving products, or understanding how inventory levels changed over a period.

⚠️ Important: The Historical Inventory Report shows what changed, but it does not show who made the change. To see who made changes, go to the Audit Log in Settings → Audit Log. For more details, see: How to Use Meadow’s Audit Log.

Which Inventory report to use & when

Meadow has several ways to view inventory data. Here's when to use each:

Tool

Best for

Where to find it

Current Inventory report

Full inventory snapshot with costs, package details, and expiration dates

Historical Inventory report

Past-date inventory snapshot for comparisons

Packages Report

Package-level data with Metrc tags, sorted by expiration (column T)

Inventory Locations page

Quick check of how much inventory is at each location

Inventory tab

Browse and filter products by stock level, category, or status

💡 Tip: The Current Inventory report is the most comprehensive option. If you're not sure which tool to use, start there.

How to generate an inventory report

Current Inventory

  1. Go to Reports in Meadow Admin (admin.getmeadow.com/reports/inventory-current)

  2. Select Current Inventory

  3. Click Generate Report

  4. The report downloads as an Excel (.xlsx) file

Historical Inventory

  1. Go to Reports in Meadow Admin

  2. Select Historical Inventory

  3. Choose the date you want to look back at

  4. Click Generate Report

  5. The report downloads as an Excel (.xlsx) file

💡 Tip: Reports download as .xlsx (Excel) files by default. If you need a CSV, open the report in Excel, go to File > Save As, and choose CSV (Comma delimited). CSV files only export one sheet at a time — you'll need to switch to each tab and save separately.

Understanding the report sheets

Both the Current and Historical Inventory reports share the same 5-sheet structure. Each sheet shows your inventory data at a different level of detail.

⬆️ The report is organized into 5 sheets: Summary, Products, Product Options, Product Bulk and Packages. You can find these at the bottom left of the spreadsheet. Click on a sheet to switch between views.

Summary

The Summary sheet gives you totals at a glance:

  • Total Products, Total Product Options, and Total Packages in your account

  • Inventory broken down by location (Retail Floor, Vault Backstock, and any dynamic locations you've created)

  • Total Units, Average Cost, and Inventory Value per location

This is your starting point for a high-level inventory check. Use it to compare stock levels between locations or see total inventory value across your operation.

Products

The Products sheet shows inventory aggregated at the product level: one row per product, combining all options and packages into a single line.

Product Options

This is the main sheet for most users. Each row is a unique product option (e.g., "Blue Dream — 3.5g jar"). Key columns:

Column

What it shows

Product Name, Brand, Strain Type

Product identification

Option Name, Product Option ID

Specific option details

Cannabis Content

THC/CBD content

Primary Category

Product category (flower, edible, concentrate, etc.)

Meadow Barcode, UPC

Scanning identifiers

Status

Active or inactive

Threshold Status

Above Threshold, Below Threshold, or No Threshold Set

Weighted Average Cost per Unit

Your blended cost per unit across all packages

Sales Price, Retail Price

Current pricing

Inventory on Hand (per location)

Units at each location: Totals, Retail Floor, Vault Backstock, Dynamic 1, Dynamic 2

Inventory Value (per location)

Dollar value of inventory at each location

💡 Tip: The Inventory on Hand and Inventory Value columns repeat for each location. Scroll right to see the breakdown for Retail Floor, Vault Backstock, and any dynamic locations you've set up.

Product Bulk

The Product Bulk sheet uses the same layout as Product Options but covers bulk or weight-based products. If you don't sell bulk products, this sheet shows zero quantities.

Packages

The Packages sheet provides a summarized view of your package data. Use it to quickly explore package details and get an overview of the packages in your inventory.

How to find expiring products

Meadow tracks expiration dates at the package level. You can view them in several places:

  • Current Inventory report → Package Data sheet → Expiration Date and Days Until Expiry columns

  • Packages Report → column T shows expiration dates

  • Metrc tab → Packages → Received — view, add, or edit expiration dates and sort by expiration

To find products expiring soon, generate a Current Inventory report and sort the Package Data sheet by Days Until Expiry. Negative values mean the package has already passed its expiration date.

What to do with expiring products

When products are approaching their expiration date, you have several options:

  1. Discount them — run a promotion to move product before it expires

  2. Negotiate distributor credit — some distributors accept returns or offer credit on expiring inventory

  3. Reconcile inventory — use a cycle count to adjust quantities if products have expired and can't be sold

  4. Return transfer in Metrc — create a return transfer for expired products going back to the distributor

  5. Mark inactive — set the product to inactive in Meadow so it no longer appears for sale

  6. Quarantine — move expired packages to a dedicated quarantine inventory location to separate them from sellable stock

Important: You enter expiration dates at the package level in Meadow. You can edit them in Package Details if someone entered a date incorrectly. If you don't see expiration dates in your report, confirm they were added when you received the packages.

How to check low-stock items

The Threshold Status column in the Product Options sheet tells you which products are running low:

Status

Meaning

Above Threshold

Stock is above the reorder point you've set

Below Threshold

Stock has dropped below your reorder point — time to reorder

No Threshold Set

No reorder threshold configured for this product

Other ways to check stock levels

  • Inventory tab: filter by "stock level" to quickly see below-threshold items

  • Current Inventory report: filter or sort the Threshold Status column in the Product Options sheet to isolate items that need reordering

💡 Tip: Set thresholds for your top-selling products so you never run out unexpectedly. Configure thresholds in each product's settings in Meadow Admin.

Tips for working with inventory reports

Filter by brand for vendors

Need to share inventory data with a specific vendor or distributor? Generate a Current Inventory report, filter the Product Options sheet by the Brand column, then copy the filtered data into a new spreadsheet to share.

Export to CSV

Meadow reports download as Excel (.xlsx) files. If you need CSV format:

  1. Open the report in Excel

  2. Go to File > Save As

  3. Choose CSV (Comma delimited) as the file format

  4. Save

⚠️ Important: CSV files only export the currently active sheet. If you need data from multiple tabs, switch to each one and save a separate CSV.

Cross-reference with Metrc

To verify your Meadow inventory matches what's in Metrc:

  1. Generate a Current Inventory report in Meadow — use the Package Data sheet for Metrc tags

  2. Generate a report from your state's Metrc portal (Reports tab)

  3. Compare package tags and quantities between the two

If you find discrepancies, use Meadow's Cycle Count feature to make corrections. Never adjust packages directly in Metrc — always correct through Meadow so both systems stay in sync.

Inventory valuation

The Summary sheet shows total Inventory Value per location, and the Product Options sheet breaks it down per product — you'll see Weighted Average Cost per Unit and per-location Inventory Value columns. Use these for:

  • Monthly or quarterly inventory valuations

  • Cost of goods sold (COGS) calculations

  • Insurance documentation

  • Financial reporting

The Weighted Average Cost per Unit reflects the blended cost across all packages of a product option, even if you purchased different batches at different prices.

Common questions

Can I download the report as a CSV instead of Excel?

Yes, you can convert Meadow's inventory reports to CSV format. Reports download as .xlsx (Excel) by default. Open the file in Excel, go to File > Save As, and choose CSV (Comma delimited). CSV only exports one sheet at a time, so you'll need to save each tab separately if you need data from multiple sheets.

Can I generate a report for just one brand?

Yes, you can filter the Current Inventory report to show a single brand. Generate the full report, then filter the Product Options sheet by the Brand column. Copy the filtered data into a new spreadsheet if you need to share it with a vendor or distributor.

Where can I see inventory without running a report?

You can check inventory levels in two other places in Meadow Admin. The Inventory tab lets you browse and filter products by stock level, category, or status. The Inventory Locations page shows total inventory at each location; click any location to see what's stored there.

Does the Historical Inventory report show who made changes?

No, the Historical Inventory report shows what your inventory looked like on a specific past date, but it doesn't show which admin made changes. To see who made changes and when, go to the Audit Log (Settings > Audit Log).

How do I find packages that are about to expire?

To find packages nearing expiration, generate a Current Inventory report and go to the Package Data sheet. Sort or filter the Days Until Expiry column to find packages closest to their expiration date. Negative values mean the package has already passed its expiration date. You can also view expiration dates in the Packages Report (column T) or in the Metrc tab under Packages > Received.

Is the Current Inventory report the only way to see total inventory?

No, you can also check inventory from the Inventory Locations page. Click any location to see how much inventory is stored there. However, the Current Inventory report is the most comprehensive option; it includes costs, package details, expiration dates, and threshold status that the Locations page doesn't show.

How far back can I pull a Historical Inventory report?

Historical Inventory reports are available for any date that Meadow has data for. Select the date you want in the date picker when generating the report. The report shows a snapshot for that specific date, not a range. To compare two dates, download a report for each one and compare them side by side.

Where can I find inventory reports in Meadow Admin?

You can find inventory reports in the Reports section of Meadow Admin. In the left navigation menu, click Reports, then select either Current Inventory or Historical Inventory. Click "Generate" to download the spreadsheet.

The report will download as a spreadsheet with multiple sheets (tabs), such as Summary, Products, Product Options, and Packages, each showing a different view of your inventory data.

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