The Audit Report expands on the individual item audit trail by providing a single, consolidated report of all tracked updates across your lab's entire inventory. This is useful when you need to review all activity for multiple items within a specific timeframe. Instead of downloading individual audit trails for each item, you can now view all of this activity in one comprehensive report.

Report Types

Audit Report

Help your lab maintain compliance and easily respond to inquiries about multiple inventory items.

The Audit Report expands on the individual item audit trail by providing a single, consolidated report of all tracked updates across your lab's entire inventory. This is useful when you need to review all activity for multiple items within a specific timeframe. Instead of downloading individual audit trails for each item, you can now view all of this activity in one comprehensive report.

Detailed Consumption Report

This report provides data for labs that need to closely track their usage patterns for forecasting and ordering.

The Detailed Consumption Report offers a consolidated view of all events that change the quantity of an inventory item. For example, the creation of an item or any manual change to the quantity in stock will be captured in this report. This is useful when you need to see a detailed log of all creation, restock, and consumption events for several items over a specific period in your lab.

Summary Consumption Report

This report offers a quick, at-a-glance view for lab managers who need to understand overall consumption trends without getting lost in the details.

The Summary Consumption Report provides a high-level overview of quantity changes by showing aggregated totals for each inventory item, unlike the Detailed Consumption Report, which lists every individual update. For each item with a quantity change in the selected date range, the report will show:

• Beginning Quantity
• Total Quantity Consumed
• Total Quantity Restocked (Added)
• Ending Quantity

This is particularly useful when a lab needs a quick summary of how much of each inventory item was used and restocked over a period of time.

How to access reports

1. From the Inventory module, select a Lab in the top left corner.
   
   
    
2. In the bottom left corner, click Inventory Reports.
   
   
    
3. Select a report type and a date range. Options include Custom, Last 12 Months, This Month, Last Month, This Quarter, Last Quarter, This Year, or Last Year. To export all-time data, choose Custom and leave the date fields blank.
    
4. You can choose to download a report for the entire lab's inventory within the date range selected or only the items that match the filters and search currently activated in the Inventory module. Click Export File.
   
   
    
5. The report will download as a .csv file. To open the file in Excel, right-click on the file and choose "Open With > Microsoft Excel.