Reports

Which report should I use?

Every report in InventaHQ, what it shows, and when to use it.

About 2 minUpdated 5 Nov 2026

Contacts and products

ReportWhat it shows
Contact listEvery customer and supplier with all their details, including custom fields. Filter by type, status, price level, country or balance owing.
Product listEvery product with prices, costs, tracking and custom fields. Filter by type, status, tracking, supplier or sell price.

Stock

ReportWhat it shows
Stock listOn hand, committed, on order and available for every product at every location.
Stock valuationWhat your stock is worth, by product, location or both. Choose any past date to see it as it was. Choose the cost basis: average cost, last purchase cost or the product's cost price.
Stock count sheetA printable sheet for counting stock by location and bin, with space to write the counted quantity. Pair it with a stocktake.
Minimum level alertsProducts at or running towards their minimum stock level, with a suggested reorder quantity.
Expiry datesBatches and items that are expiring, or have already expired.
Inventory ageingHow long stock has been on the shelf, with the value in each age band.

Sales

ReportWhat it shows
Sales by orderOne line per sales order with customer, status and value.
Sales by productWhat sold, how much, and for how much.
Sales by customerOrders, revenue and average order value per customer.
Sales profitRevenue, cost and margin, by order, product or customer. Kits use their cost at the time of sale.

Purchases

ReportWhat it shows
Purchases by orderOne line per purchase order with supplier, status and value.
Purchases by productWhat you bought, how much, and what it cost.
Purchases by supplierSpend, order count, lead time and on-time delivery per supplier.
Item cost historyHow each item's cost has changed, purchase by purchase.

Transfers

ReportWhat it shows
Transfers by orderOne line per transfer with route, status and quantities.
Transfers by productWhich products moved, how many, and where.

Good to know: Stock valuation, Sales profit and Item cost history show costs, so they need the View financial reports permission. Ask your administrator if you can't see them.