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
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.
A. Quick Add
Quickly add from our predefined, commonly-used formulas and generate insightful reports.
Item Attributes
You can use attributes with numerical values to create formulas.
Sales & Profit
Total Purchase Amount: Cost x Total Stock In Quantity
Total Sales Amount: Price x Total Stock Out Quantity
Net Profit: Price - Cost
Gross Profit: (Price - Cost) x Total Stock Out Quantity
Profit Rate: (Price - Cost) ÷ Price
Daily Average Profit: (Price x Total Stock Out Quantity ÷ Number of Days
Daily Average Gross Profit: (Price - Cost) x Total Stock Out Quantity ÷ Number of Days
Inventory & Movement
Inventory Value: Cost x Current Quantity
Inventory Turnover Ratio: Total Stock Out Quantity ÷ Average Quantity in a Period
Average Daily Stock In: Total Stock In Quantity ÷ Number of Days
Average Daily Stock Out: Total Stock Out Quantity ÷ Number of Days
Reorder Status: if(Current Quantity < Safety Stock, "Reorder Needed", "-")
Stockout Forecast in Days: Current Quantity ÷ (Total Stock Out Quantity ÷ Number of Days)
When updating item costs or prices, be aware that Reports calculations use current values. For historical accuracy, consider using the Purchases & Sales feature or exporting data regularly.
B. Custom Formula
Create unique formulas that meet your needs using BoxHero’s variables and functions.
Autocomplete Variables
Enter $ to access inventory variables and {{ to retrieve saved attributes/values.
Current Quantity
The current inventory level of items.
Number of Days
The number of days in the analysis period.
Average Quantity in a Period
Average inventory during the analysis period, calculated using the inventory quantity at 23:59:59 each day.
Initial Quantity in a Period
Inventory at the start of the analysis period (i.e. 23:59:59 on the day prior to the start date for the selected period).
Final Quantity in a Period
Inventory at the end of the analysis period (i.e. 23:59:59 on the last day of the selected period).
Total Stock-In Quantity
Total inbound quantity.
Stock-In Frequency
The number of times an inbound transaction was made during a specific period.
Total Stock-Out Quantity
Total outbound quantity.
Weighted Stock-Out Average (linear: 2, 3, 4)
Calculates the weighted average of daily outgoing quantities, giving more importance to recent data. Each day in the selected period gets a weight, with the weight increasing linearly each day. Daily stock-out quantities are multiplied by their weights, and the sum of these weighted quantities is divided by the sum of the weights. The linear weighting includes three options:
Linear weight 2: Oldest day has weight 1, most recent day has weight 2
Linear weight 3: Oldest day has weight 1, most recent day has weight 3
Linear weight 4: Oldest day has weight 1, most recent day has weight 4
Stock-Out Frequency
The number of times an outbound transaction was made during a specific period.
Variation Quantity from Adjust
The difference in inventory quantity from using the Adjust menu (i.e. Increased Quantity - Decreased Quantity)
Decrease Quantity from Adjust
The decrease in quantity from using the Adjust menu.
Increase Quantity from Adjust
The increase in quantity from using the Adjust menu.
Adjust Frequency
The number of times an Adjust transaction was made during a specific period.
Variation Quantity from Move
The difference in inventory quantity from using the Move menu (i.e. Increased Quantity - Decreased Quantity)
Decrease Quantity from Move
The decrease in quantity from by using the Move menu.
Increase Quantity from Move
The increase in quantity from by using the Move menu.
Move-Out Frequency
The number of times a Move transactions were was made to decrease the overall inventory level.
Move-In Frequency
The number of times a Move transactions were was made to increase the overall inventory level.
Pro Tip: Use weighted averages for more nuanced trend analysis and combine formulas to create complex metrics by nesting functions with variables.
Available Functions
BoxHero supports a variety of functions that are similar to Excel for creating custom formulas.
Basic arithmetic:
+,-,*,/Conditional:
if(condition, value_if_true, value_if_false)Rounding:
round:
round(number, decimal_places)roundUp:
roundUp(number, decimal_places)roundDown:
roundDown(number, decimal_places)
Type Conversion:
toNumber:
toNumber(string, fallback_number)String to be converted into a numeric value, Number to show when conversion fails
toString:
toString(number)Number to be converted into a string
Variables and functions not available in Inventory Reports can be used in Custom Analytics.
Frequently Asked Questions
Looking for more info? Browse our FAQ:
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