Reports & Analytics

Generate insights from your inventory data with built-in reports and analytics.

Accessing Reports

1. Open the navigation menu
2. Select "Reports"
3. Choose from available report types

Available Reports

Expiration Forecast

Visualize upcoming expirations over time:

• Bar chart showing items expiring each month
• Filter by location or category
• View 30, 60, 90 day, or custom ranges
• Identify peak expiration periods

Inventory Value Report

Understand the value of your inventory:

• Total inventory value (requires unit costs)
• Value by location
• Value by category
• Value at risk (expiring items)

Note: To enable value reports, add unit costs to your products in the Product Catalog.

Usage Trends

Analyze consumption patterns:

• Daily/weekly/monthly usage charts
• Compare usage across time periods
• Identify high-turnover items
• Spot unusual consumption patterns

Inventory Summary

Quick overview of inventory status:

• Total items and quantity
• Items by status (OK, Expiring, Expired)
• Items by location
• Low stock items

Exporting Data

CSV Export

Export your data to spreadsheet format:

1. Go to Menu › Export
2. Select what to export:
   • Current Inventory: All items with quantities
   • Expiring Items: Items within threshold
   • Usage History: All recorded transactions
   • Scan History: All barcode scans
   • Full Backup: Complete data export
3. Choose date range if applicable
4. Tap "Export"
5. Select where to save or share the file

CSV Format

Exported CSV files include:

Column	Description
Product Name	Item description
GTIN	Product identifier
Lot Number	Batch/lot identifier
Expiration Date	Format: YYYY-MM-DD
Quantity	Current count
Location	Storage location
Status	OK/Expiring/Expired

Sharing Reports

After generating a report:

1. Tap the Share icon
2. Choose to share as:
   • CSV file attachment
   • PDF document
   • Screenshot image
3. Select your sharing method (email, messaging, cloud storage)

Scheduled Reports

Set up automatic report generation:

1. In Reports, tap "Schedule"
2. Select report type
3. Choose frequency (daily, weekly, monthly)
4. Select delivery method (notification, email)
5. Tap "Save Schedule"

Importing Data

Import inventory from CSV:

1. Go to Menu › Import
2. Select your CSV file
3. Map columns to fields
4. Preview the import
5. Tap "Import"

Import Tips:

• Use the export format as a template for imports
• Ensure date format is YYYY-MM-DD
• GTIN should be numeric only
• Location names must match existing locations