Inventory reports

Find answers to common questions about viewing, calculating, and exporting standard inventory reports from your BoxHero team.

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How do I calculate my total inventory value?

Go to Reports > Inventory, then:

1. Click Formula Settings > + Add Formula.

2. Open Quick Add > Inventory & Movement.

3. Select Inventory Value.

4. Click Add, then Done.

This formula calculates value using the item's cost. To see the value at a specific date or for a specific location, apply date and location filters.

How do I monitor items that need restocking?

Use the Reorder Status formula in the Inventory & Movement section of Reports > Inventory. It flags items whose quantity has dropped below their safety stock level.

Make sure you’ve set up a Safety Stock (reorder threshold) attribute in advance.

Will deleted items appear in my inventory report?

No. Reports only include items currently registered in your team. To preserve a record of items before deletion, export your inventory to Excel first.

What happens when I update the cost or price of an item?

Reports use the current cost and price, not the historical value. Past values aren't retained, so reports may differ from what you'd see based on previous prices.

To preserve historical data:

• Export reports regularly to Excel, or

• Use Purchases & Sales to record cost and price at the time of each transaction (the order keeps its original values).

I can't find the data I'm looking for in my inventory report.

Try Custom Analytics — it lets you select specific fields and create your own calculations to surface metrics that aren't in the default reports.

Custom Analytics