How Inventory Reports Work
Canned reports, a scoped custom report builder, and scheduled email delivery for Inventory data.
What Inventory Reports gives you
Every module in Plenix has its own dedicated Reports page, and Inventory is no exception. Go to Inventory → Reports to find:
- Canned reports — pre-built, one-click reports covering the most common Inventory questions
- Custom Reports — a report builder scoped to only Inventory data, so you never have to wade through entities from other modules to find what you need
- Export & scheduling on every report — Excel, PDF, or a recurring email to one or more recipients
Canned reports
- Stock Valuation — Item counts, quantity and average price by category and location.
- Warehouse Stock Levels — Items and quantity held per warehouse.
- Vendor Stock Summary — Stock by supplying vendor.
- Adjustment Audit — Stock adjustment counts and quantity moved by type and reason.
Each canned report card lets you pick a date range, click Run to preview on screen, or Export to download it as Excel. Click Schedule to have it emailed automatically on a recurring basis (daily, weekly, or monthly) to any number of recipients.
Custom Reports
The Custom Reports tab is the same report builder used across the platform, but scoped so the data source list only shows Inventory entities: Inventory Items, Warehouses, Stock Adjustments. Pick a data source, choose grouping and metrics, add filters, and save it as your own named report. Saved custom reports get the same Export and Schedule options as the canned reports.
Scheduling to multiple people
Click Schedule on any report (canned or custom) to set up recurring delivery:
- Choose the frequency — daily, weekly, or monthly
- Add any number of recipient email addresses
- Pick the file format (Excel or CSV)
The report runs automatically on schedule and lands in every recipient's inbox — no one needs to log in to Plenix to get the numbers.
Where this fits platform-wide
The main Reports hub (in the top-level navigation) has a Directory tab linking to every module's own Reports page like this one, plus a tenant-wide Scheduled Reports tab listing every recurring report delivery across the whole business in one place.
Where to go next
- How Reports & Analytics Works — the platform-wide Reports hub
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