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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

  1. Retrieve Stock Value Using Built-in Reports - step 1
    Step 1

    Learn how to retrieve the value of your stock at any given time.

  2. Retrieve Stock Value Using Built-in Reports - step 2
    Step 2

    Navigate to Built-in Reports and select the Stock Value report.

  3. Retrieve Stock Value Using Built-in Reports - step 3
    Step 3

    The report displays non-zero stock values along with the current or most recent buy price and calculates the stock value based on that price.

  4. Retrieve Stock Value Using Built-in Reports - step 4
    Step 4

    Export the report as a CSV to calculate your current stock value.

  5. Retrieve Stock Value Using Built-in Reports - step 5
    Step 5

    Perform this calculation on a monthly basis and adjust your stock value accordingly. Filter by individual items, suppliers, or warehouses as needed.

  6. Retrieve Stock Value Using Built-in Reports - step 6
    Step 6

    View your total stock values and use the report for analysis.

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