Inventory Reports
The Inventory Reports feature in BoxHero helps you generate custom reports from your inventory and sales data. You can create personalized calculations and track key metrics that matter most to you.
Inventory Reports Overview
Section titled “Inventory Reports Overview”In the sidebar, go to Reports > Inventory.
You can adjust formula settings to analyze your inventory data, filter results by location or date range, and export reports to Excel for recordkeeping and analysis.
Add Formula
Section titled “Add Formula”To add a formula, click Formula Settings > Add Formula. You'll have two options:
- Quick Add — pick from ready-made formulas for common metrics like profit, turnover, and more. No setup required.
- Custom Formula — build your own from BoxHero's variables and functions. Use it for metrics we don't offer, or to combine your own item attributes with inventory data.
A. Quick Add
Section titled “A. Quick Add”Add a ready-made formula and start reporting immediately.
Attributes
Section titled “Attributes”You can use item attributes with numerical values to create formulas.
Sales & Profit
Section titled “Sales & Profit”- Cost: The cost set in the item's details.
- Price: The selling price set in the item's details.
- Total Cost: Cost x Total Stock In
- The total cost of all stock received during the selected period.
- Revenue: Price x Total Stock Out
- The total sales value of all stock shipped during the selected period.
- Net Profit: Price - Cost
- Profit made on a single unit.
- Gross Profit: (Price - Cost) x Total Stock Out
- Total profit from everything sold during the selected period.
- Margin %: (Price - Cost) ÷ Price
- The percentage of the selling price that is profit.
- Avg. Daily Revenue: (Price x Total Stock Out) ÷ Days in Period
- Avg. Daily Profit: (Price - Cost) x Total Stock Out ÷ Days in Period
Inventory & Movement
Section titled “Inventory & Movement”- Current Stock: The quantity you have on hand right now.
- Average Stock: The average quantity you had on hand during the selected period.
- Inventory Value: Cost x Current Stock
- The total value of the stock you have on hand right now.
- Turnover: Total Stock Out ÷ Average Stock
- How many times you sold through your average stock during the selected period. Higher means faster-moving inventory.
- Total Stock In: The total quantity received during the selected period.
- Avg. Daily Stock In: Total Stock In ÷ Number of Days
- Total Stock Out: The total quantity shipped during the selected period.
- Avg. Daily Stock Out: Total Stock Out ÷ Number of Days
- Adjust Qty (Net): Quantity adjusted up minus quantity adjusted down during the selected period.
- Move Qty (Net): Quantity moved in minus total moved out during the selected period.
- Days of Stock: Current Stock ÷ (Total Stock Out ÷ Number of Days)
- How many days your current stock will last, based on average daily stock out. Use it to time reorders.
B. Custom Formula
Section titled “B. Custom Formula”Build your own formula from BoxHero's variables and functions.
Autocomplete Variables
Section titled “Autocomplete Variables”Enter $ to access inventory variables and {{ to retrieve saved attributes or the results of other formulas.
| Variable Name | Description |
|---|---|
| Current Stock | The quantity on hand right now. |
| Days in Period | The number of days in the selected period. |
| Average Stock | Average stock during the selected period, based on the quantity at 23:59:59 each day. |
| Starting Stock | Stock at the start of the selected period (23:59:59 on the day before the start date). |
| Ending Stock | Stock at the end of the selected period (23:59:59 on the last day of the period). |
| Total Stock In | The total quantity received during the selected period. |
| Stock In Count | The number of Stock In transactions during the selected period. |
| Total Stock Out | The total quantity shipped out during the selected period. |
| Stock Out Count | The number of Stock Out transactions during the selected period. |
| Weighted Avg. Stock Out (Linear 2, 3, 4) | Average daily stock out, weighted so recent days count more. Each day in the selected period gets a weight that increases linearly, with the oldest day always weighted 1. The number sets the weight of the most recent day — 2, 3, or 4 — so a higher number makes the average more responsive to recent activity.
|
| Adjust Qty (Up) | Quantity added by Adjust Stock transactions. |
| Adjust Qty (Down) | Quantity removed by Adjust Stock transactions. |
| Adjust Qty (Net) | Adjust Qty (Up) − Adjust Qty (Down). |
| Adjust Count | The number of Adjust transactions during the selected period. |
| Move Qty (In) | Quantity moved into the selected location(s) by Move Stock transactions. |
| Move Qty (Out) | Quantity moved out of the selected location(s) by Move Stock transactions. |
| Move Qty (Net) | Move Qty (In) − Move Qty (Out). |
| Move In Count | The number of Move Stock transactions that moved stock into the selected location(s). |
| Move Out Count | The number of Move Stock transactions that moved stock out of the selected location(s). |
Available Functions
Section titled “Available Functions”BoxHero supports a variety of functions, similar to their Excel equivalents.
- Basic arithmetic:
+,-,*,/ - Conditional:
if(condition, value if true, value if false)- Evaluates a condition and returns one value if it's true, another if it's false.
- Rounding:
- round:
round(number, digit) - roundUp:
roundUp(number, digit) - roundDown:
roundDown(number, digit)
- round:
- Type Conversion:
- toNumber:
toNumber(string, fallback value)- Converts text to a number, returning the fallback if conversion fails.
- toString:
toString(number)- Converts a number to text.
- toNumber:
Frequently Asked Questions
Section titled “Frequently Asked Questions”Looking for more info? Browse our FAQ: