After you complete an inventory, an XLS inventory report is sent to each user that has been designated as a recipient. It can also be viewed on the Web Portal.

Learn how to manage your email notifications permissions here.

Email Report

There are two pages on the XLS inventory report, Summary, and Data.

Summary Page

This page provides a high level summary, displaying:

  • Inventory start and end time
  • Total stock level for each Family / Category
  • Total value for each Family / Category

Data Page

This page provides more detailed information for each item in your inventory:

  • Name
  • Volume
  • Unit Cost
  • Number of Full and Partial Units
  • Current Stock Level
  • Current Cost Value

If any of your Unit Costs are $0, you can add them via Venue Items in the web or app.

When you add your missing costs, you can generate a new copy of the report to get an accurate dollar value of your inventory.

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