Reporting & Dashboards
Retrieve Stock Value Using Built-in Reports
Learn how to retrieve the value of your stock at any given time.
Step-by-step instructions
Step 1Learn how to retrieve the value of your stock at any given time.
Step 2Navigate to Built-in Reports and select the Stock Value report.
Step 3The report displays non-zero stock values along with the current or most recent buy price and calculates the stock value based on that price.
Step 4Export the report as a CSV to calculate your current stock value.
Step 5Perform this calculation on a monthly basis and adjust your stock value accordingly. Filter by individual items, suppliers, or warehouses as needed.
Step 6View your total stock values and use the report for analysis.