Inventory Reports

Comprehensive guide to inventory reporting and analytics in Nubras ERP.

Standard Inventory Reports

Nubras ERP provides a comprehensive set of standard inventory reports to help you monitor and manage your inventory effectively. These reports provide insights into inventory levels, movements, valuations, and more.

Inventory Status Reports

Current Inventory Report

Snapshot of current inventory levels.

Report Content:

  • Item details (code, description)
  • Current quantity on hand
  • Unit of measure
  • Location information
  • Current value

Key Uses:

  • Inventory status monitoring
  • Financial reporting
  • Inventory verification
Inventory Valuation Report

Financial value of current inventory.

Report Content:

  • Item details
  • Quantity on hand
  • Unit cost
  • Total value
  • Valuation method

Key Uses:

  • Financial reporting
  • Asset valuation
  • Cost analysis
Inventory by Location Report

Inventory distribution across locations.

Report Content:

  • Location details
  • Items in each location
  • Quantities by location
  • Location utilization

Key Uses:

  • Space utilization analysis
  • Inventory distribution planning
  • Location management
Lot/Batch Tracking Report

Inventory details by lot or batch number.

Report Content:

  • Lot/batch numbers
  • Quantity by lot/batch
  • Receipt date
  • Expiry date (if applicable)
  • Quality status

Key Uses:

  • Quality management
  • Traceability
  • Expiry management

Inventory Movement Reports

Inventory Transaction Report

Record of all inventory movements.

Report Content:

  • Transaction date and time
  • Transaction type
  • Item details
  • Quantity moved
  • Source and destination
  • User information

Key Uses:

  • Audit trail
  • Movement tracking
  • Activity analysis
Stock Movement Summary

Summary of inventory movements by period.

Report Content:

  • Opening balance
  • Receipts
  • Issues
  • Adjustments
  • Transfers
  • Closing balance

Key Uses:

  • Period analysis
  • Reconciliation
  • Activity monitoring

Accessing Standard Reports

Using the Reporting Module

  1. Navigate to Reports:
    • Go to Inventory > Reports
    • Select the report category
    • Choose the specific report
  2. Set Report Parameters:
    • Specify date range
    • Select locations
    • Choose item categories
    • Set other filters as needed
  3. Generate the Report:
    • Click "Generate Report"
    • Wait for processing
    • View the report on screen
  4. Work with Report Results:
    • Sort and filter results
    • Drill down for details
    • Export to Excel, PDF, or CSV
    • Print the report
    • Save report settings for future use
  5. Schedule Reports:
    • Set up recurring reports
    • Specify frequency (daily, weekly, monthly)
    • Configure delivery method (email, file share)
    • Set recipients
Report Favorites:

Save time by creating favorites for frequently used reports:

  1. Generate a report with your preferred parameters
  2. Click "Save as Favorite"
  3. Give the favorite a descriptive name
  4. Access saved favorites from the Reports dashboard
  5. Organize favorites into folders for easy access

Inventory Analytics

Inventory analytics in Nubras ERP provides deeper insights into your inventory data through advanced analysis, visualization, and trend identification. These tools help you make data-driven decisions to optimize your inventory management.

Inventory Performance Analysis

Inventory Turnover Analysis

Measures how quickly inventory is sold and replaced.

Analysis Components:

  • Turnover ratio calculation
  • Days inventory outstanding
  • Comparison to industry benchmarks
  • Trend analysis over time
  • Category-level breakdown

Key Insights:

  • Inventory efficiency
  • Working capital utilization
  • Potential obsolescence risks
  • Seasonal patterns
ABC Analysis

Categorizes inventory based on value and importance.

How it works:

  • A Items: High-value materials (80% of value, 20% of items)
  • B Items: Medium-value materials (15% of value, 30% of items)
  • C Items: Low-value materials (5% of value, 50% of items)

Application:

  • Focus inventory control on A items
  • Implement different ordering policies by category
  • Adjust safety stock levels by category
  • Prioritize waste reduction for A items

Using Analytics Tools

Analytics Dashboard

Interactive visualization of key inventory metrics.

Features:

  • Real-time data visualization
  • Customizable metrics and KPIs
  • Drill-down capabilities
  • Comparative analysis
  • Alert indicators

Access:

  1. Navigate to Inventory > Analytics
  2. Select dashboard type
  3. Customize view as needed
  4. Save custom configurations
Data Explorer

Ad-hoc analysis tool for inventory data.

Features:

  • Drag-and-drop interface
  • Custom query building
  • Multiple visualization options
  • Data export capabilities
  • Saved analysis templates

Access:

  1. Navigate to Inventory > Analytics > Data Explorer
  2. Select data sources
  3. Build analysis view
  4. Save and share results

Custom Reports

Nubras ERP allows you to create custom inventory reports tailored to your specific business needs. Custom reports enable you to combine data from different sources, apply specialized calculations, and present information in formats that support your unique decision-making processes.

Report Builder

Creating Custom Reports

  1. Access the Report Builder:
    • Navigate to Inventory > Reports > Custom Reports
    • Click "Create New Report"
    • Select "Start from Scratch" or "Use Template"
  2. Define Report Structure:
    • Give the report a name and description
    • Select data sources (tables)
    • Define relationships between data sources
    • Set report parameters (user inputs)
  3. Select Fields:
    • Choose fields to include in the report
    • Create calculated fields if needed
    • Set field properties (format, width, etc.)
    • Define field order
  4. Apply Filters:
    • Set fixed filters (always applied)
    • Create parameter-based filters (user-selectable)
    • Define filter logic (AND/OR conditions)
    • Set default filter values
  5. Define Sorting and Grouping:
    • Set sort order for fields
    • Create grouping levels
    • Define group headers and footers
    • Set up subtotals and totals
  6. Format the Report:
    • Design the report layout
    • Add headers and footers
    • Include company logo and branding
    • Format text and numbers
    • Add conditional formatting
  7. Add Visualizations:
    • Insert charts and graphs
    • Add data tables
    • Include KPI indicators
    • Create dashboards
  8. Test and Save:
    • Preview the report
    • Test with different parameters
    • Verify calculations and data
    • Save the report definition
    • Set access permissions

Advanced Report Features

Calculated Fields

Create custom calculations in reports.

Capabilities:

  • Mathematical operations
  • Date and time calculations
  • Text manipulation
  • Conditional logic
  • Aggregation functions

Example Calculations:

  • Days in inventory = Current Date - Receipt Date
  • Extended Value = Quantity * Unit Cost
  • Turnover Ratio = Usage / Average Inventory
  • Variance % = (Actual - Planned) / Planned * 100
Conditional Formatting

Apply dynamic formatting based on data values.

Formatting Options:

  • Color coding (text and background)
  • Font styles (bold, italic, etc.)
  • Icons and indicators
  • Data bars and color scales
  • Custom text display

Example Applications:

  • Red text for negative variances
  • Background color based on aging category
  • Bold for items below reorder point
  • Icons for inventory status indicators

Report Distribution

Report Scheduling

Automate report generation and distribution.

Scheduling Options:

  • One-time scheduled execution
  • Recurring schedules (daily, weekly, monthly)
  • Event-triggered execution
  • Conditional scheduling
  • Priority and queue management

Setup Process:

  1. Navigate to Reports > Schedule
  2. Select report to schedule
  3. Set parameters and format
  4. Define schedule
  5. Configure distribution
Export Formats

Options for exporting and sharing reports.

Available Formats:

  • PDF (for printing and sharing)
  • Excel (for further analysis)
  • CSV (for data import)
  • HTML (for web viewing)
  • XML (for system integration)
  • JSON (for API consumption)

Export Features:

  • Format-specific options
  • Password protection
  • Compression options
  • Batch export
  • Custom naming conventions

Inventory Dashboards

Inventory dashboards in Nubras ERP provide at-a-glance views of key inventory metrics and performance indicators. Dashboards combine visualizations, KPIs, and interactive elements to deliver actionable insights for inventory management.

Dashboard Types

Inventory Overview Dashboard

High-level view of overall inventory status.

Key Components:

  • Total inventory value
  • Inventory by category chart
  • Inventory turnover metrics
  • Stock level indicators
  • Recent activity summary
  • Alerts and notifications

Primary Users:

  • Inventory managers
  • Operations directors
  • Finance managers
  • Executive leadership
Operational Dashboard

Focused on day-to-day inventory operations.

Key Components:

  • Items below reorder point
  • Pending receipts and issues
  • Today's scheduled activities
  • Recent transactions
  • Stock transfer status
  • Operational alerts

Primary Users:

  • Warehouse staff
  • Inventory clerks
  • Purchasing coordinators
  • Production planners

Dashboard Best Practices

Design Principles

Guidelines for effective dashboard design.

Visual Design:

  • Use consistent color scheme
  • Limit to 5-7 components per view
  • Organize by importance (top to bottom)
  • Group related metrics
  • Use white space effectively
  • Ensure text readability

Content Selection:

  • Focus on actionable metrics
  • Include context for interpretation
  • Balance detail and overview
  • Avoid vanity metrics
  • Include trend indicators
User Adoption

Strategies for encouraging dashboard usage.

Engagement Tactics:

  • Involve users in design
  • Provide training and documentation
  • Start with simple dashboards
  • Gather and implement feedback
  • Demonstrate value through examples

Ongoing Management:

  • Monitor usage patterns
  • Regularly update content
  • Communicate changes and enhancements
  • Celebrate success stories
  • Continuous improvement cycle
Material ManagementInventory Purchasing