Inventory Reporting & Usage
Analyze item performance, costs, and availability over time
How can I see if an item is available during a date range?Here's how you can quickly see if an item is available over a weekend.
How can I see which projects are causing an item to be 'In Use' on a project?Here's how you can see which projects are using your items while adding products to a project.
How can I see upcoming and past bookings for an item?Here's how you can use the Item Detail Panel's Usage section to find Upcoming and Past projects for your inventory.
How can I see which projects use a specific item in my inventory?Here's how you can use the Usage Tab and the Upcoming and Past Projects to know where your items are being used.
How To Combine Multiples in Your InventoryHere is how to combine old duplicate items in your inventory with new ones.
How can I track consumable items?Here's how you can utilize Set Asides to keep an accurate count of Consumable items in your inventory.
What do the Custom Columns on my Inventory mean?Here's a breakdown of the differences between Quantity Posted, Frequency Booked, Quantity Booked, Set Asides, and more!
How can I report on how much money I've made from damaged items?Here is how you can use a package to report on the amount of money that was made on damaged items.
How can I just see my top-level items, not their contents, on my project list?Here's how you can see your parent, or 'wrapper' items, with none of their 'children' or contents.
How can I sort the way my inventory is listed in my Inventory tab?Here's how you can use the Custom Inventory Columns to quickly find the items you need.
How can I see an item's utilization over a given time period?Here's how you can use the Item Usage Panel to find out how often an item is being used in a date range.
How can I just see the usage for just my chairs?Here's how you can filter you inventory down to a specific category, or sub-category to see specific usage reports.
How can I see an item's revenue in a given time period?Here's how you can use the Item Usage reports to learn how much revenue you've made off an item in specific time window.
How can I see the upcoming usage of just my tents?Here's how you can use the Inventory Custom Columns and date ranges to see usage for a specific category.
How can I see my most profitable items?Here's how you can use the Gross Revenue Custom Column in your inventory to identify which item has earned you the most money.
How can I see my gross revenue for a specific inventory category?Here's how you can use the inventory custom columns and the download to see your total revenue by category or subcategory.
How can I see my most expensive or least expensive inventory?Here's how you can use your Custom Inventory Columns to find your cheapest or most expensive inventory items.
How can I see my Gross Revenue for a product?Here's how you can find out the total amount an item has contributed to the value of all signed contracts since adding it to your inventory
How can I see what tax is being calculated on my items?Here's how you can quickly see what tax (if any) is applying to your items and how you can fix a missing tax.
How can I check to see if I have specific inventory items available for a specific date or time period?Here's how you can use the date filters to see which items are going out / are available during a weekend.