Currently in beta, the interactive Inventory Reporting experience allows you to view all current inventory items for each customer across your facilities. This flexible reporting tool is similar to the Manage Inventory page but differs in the fact that it not only displays your received items—it combines both receipt and order data so that you can view total amounts for what's on-hand, currently allocated, and overallocated.
This article reviews all the components of the Inventory Reporting experience.
Skip Ahead: Use the following links to skip to the relevant guidelines below.
- Search options
- Grid elements
- Action options
Since Inventory Reporting is currently in beta, you must request this feature to be enabled for your account. You can do this by contacting your Customer Success Manager directly or by requesting access via 3PL Central Community.
Please note that your honest feedback is critical in understanding what improvements are needed so that we can move forward with the general release of Inventory Reporting. You can share your feedback using the smiley icon in the tab bar (shown below) or in 3PL Central Community.
Once your account has access, any user that is assigned the 'warehouseadmin' role has automatic access to Inventory Reporting. A warehouseadmin role can grant access to additional users by adding the 'Inventory' permission to their user role via the Manage Roles page (located in the 'Data Insights Module' permission set under 'Interactive Reporting').
If you have this permission assigned to your user role, you can access Inventory Reporting in the side navigation menu under Reports > Interactive Reporting > Inventory Reporting.
In the left pane, you can find several search filters that allow you to refine the results that display in the grid. Each of the search filter options are explained below. If you want to remove any applied search filters, simply click Clear at the top of the page.
Once you find the search filters that works best for you, you can minimize the filters that take up space, as well as drag-and-drop the filter containers to your preference.
The Report Selection filter container includes the 'Report Templates' field. This field is a drop-down menu that allows you to open previously saved report templates that you've created or other warehouse users have shared with you. If you make a selection, the report name populates in the field so you always know which report you're working on.
The General filter container includes high-level search filters for you to specify a report type, customer, and warehouse.
For 'Data Grid Type', you need to indicate a report type—Summary is selected by default. There are a few things to note about the available options:
- Summary report summarizes all SKUs by totals and combines track-by details.
- Detailed report breaks each item down by specific track-by information.
- Detailed reports also combine "identical" rows by default. Rows are considered identical when the following fields match: Customer, Warehouse, SKU, Qualifier, UOM, Secondary UOM, Supplier, Lot Number, Serial Number, Expiration Date, Location Name, Description, Description 2, Active/Inactive, Quarantined, On Hold Reason, MU Label, MU Quantity, and Min/Max Quantity.
- The columns that display in the data grid differ depending on the selected report type—e.g. the detailed report contains the Allocated, On Hold Reason, and MU Label columns.
For 'Customer Status', you can choose whether to filter the 'Customer' drop-down list to only display active or inactive customers.
By default, the 'Customer' and 'Warehouse' selections are Unspecified, so the grid displays results for all customers across all warehouses. To view more specific data, you must select at least one customer before you can indicate a warehouse. Each selected customer and warehouse displays below the relevant field in a yellow chip.
If you have one customer's inventory stored in multiple warehouses, you can search for their inventory across each facility by simply not specifying a warehouse.
The Search filter container allows you to search for specific inventory items.
- If you're searching for a specific SKU or set of SKUs, begin entering the SKU or UPC value in the 'SKU/UPC' field. A few important things to note about this search filter:
- Not case-sensitive
- Provides instant grid results as you type
- Searches full SKU names which contain the entered value, not just the beginning characters
- You can also choose to include items that are not currently in stock or inactive—these options are not selected by default.
Once you indicate the data you want to see in the grid, it's important to understand each component of the Inventory Reporting grid.
Click the collapse icon in the top-right corner of the left pane to hide the search filters and maximize viewing space for the data grid.
Grid status fields
At the very top of the grid are its status fields, which show the following:
- Number of total Results Displayed in the grid*
- Number of results you've Selected
- Any columns you have specified to Sort the grid by (more on that below)
*If the total results are not displayed in the grid, this means you have a large data set. By default, the grid only displays up to 500 results at a time. If you scroll to the bottom of the grid, more results populate. You can also click the alert message above the grid to load the entire data set at once.
Grid summary fields
Below the grid status fields are the grid summary fields, which provide full visibility into your inventory totals. These totals display by default but can be collapsed with the drop-down arrow in the top-right of the grid.
- Total On Hand: The number of primary units currently in your warehouse
- Total Allocated: The number of primary units allocated to Open or Complete orders (Allocated = On Hand – Available)
- Total Overallocated: The number of primary units that are currently unavailable and thus overallocated
- Total Available: The number of primary units that are available for order allocation
- Total On Hold: The number of primary units that are currently placed on hold
- Total Movable Units: The number of movable units that primary units are currently placed on
If the summary field names include (Displayed), this means the values reflect totals for the results that are currently displayed in the grid. To view the totals for all grid results, please select the alert message above the grid.
Grid column options
Like the other grids throughout 3PL Warehouse Manager, you can manage your grid columns and then interact with the column headers to customize your grid data.
Manage grid columns
You can add or remove the grid columns at any point by clicking Options > Columns.
Once selected, the Manage Columns dialog opens, which allows you to add, remove, and rename grid columns. Keep in mind that there are separate column configurations for summary and detailed reports.
Not sure what data is associated with a grid column? Hover over the column name to read a description of the field.
- Add or remove columns. If the selection box to the left of the column name contains a green square, that column is currently added to the grid.
- Edit column names. If another term makes more sense for your operations, select the edit icon to the right of the column name and enter a new name. If you want to revert to the default name, select the undo icon next to the column name.
- Save your changes. Once you finish configuring your columns, click Save to return to the grid. If needed, be sure to adjust your columns for the alternative report type as well.
Manage column headers
There are several ways you can use the grid column headers to further manage the grid data, each explained and shown below.
- Resize and arrange the columns by dragging and dropping the column headers to your preference
- Sort the grid by a certain column by selecting a column header (Select < Ctrl > on your keyboard and click on a second header to sort by both columns)
- Set a filter on a specific column by selecting the ellipsis on the right side of a column header (once a filter is activated, the ellipsis displays a red color)
Any time you want to reset the grid to its default grid configurations, select one of the Reset or Clear options in the Options drop-down menu.
Once your report is in a final state, there are several important actions you can take to analyze the data and share it with other users.
Export reporting grid
You can export all of the grid data to Excel, CSV, or PDF at any time.
Because the export function transmits all of the data that is displayed in the grid at the time of export, there are two important buttons worth calling out before you choose to export.
- If the total results are not displayed, you must click the alert message above the grid to ensure that all of your data is accounted for in the exported report.
- If you have spent more than a few minutes on this page, always click the Refresh button to ensure you have the latest real-time data.
Once you're ready to export the grid, select one of the Export options in the Options drop-down menu.
Upon export, any configurations you made to the grid columns also display in the exported report. The exported file name is formatted using the following logic:
- If a report template is selected: report_template_name_day_month_year.format
- If a single customer is selected: customer_name_day_month_year.format
- If a single customer + report template is selected: customer_name_report_template_name_date.format
- If no single customer or report template is selected: inventory_day_month_year.format
Save report template
When you're finished interacting with the reporting grid, make sure you click Save to open the Save Report As dialog.
- If you created a new report, name the report template appropriately in the Save New Report field, then click Save. When you access it later, your search filter entries and grid customizations appear exactly the way you left them when you first saved the report.
- If you modified an existing report, select the report from the Overwrite Existing Report drop-down list to overwrite the previously saved configurations, click Save, then click Confirm.
View and share report template
If you want to view the details of a report template or share it with other users, click Reports to open the Saved Report Templates dialog.
The My Templates section opens by default and displays all report templates you have created and saved.
- View report details. Select the drop-down arrow to the right of a report template to view the column and search configurations. To close the details, select the drop-down arrow again.
- Share with others. Click the selection box next to Shared to share the report template with other warehouse users. Once shared, the report template displays in the Shared Reports section.
- Modify reports. To open a report template, select it from the list and click Open Template. To delete a report template, select it from the list and click Delete Template.
The Shared Templates section displays all report templates that your warehouse users share. If you shared a report with others or if others shared a report with you, those reports appear in this section.
The Standard Templates section is currently not supported. In the coming weeks, you will use this section to create other reports specifically related to tracking items and transactions.