How to Run an Inventory Report (Including Expiration Dates)

The inventory reporting tool is a great resource for inventory reconciliation, reviewing product availability, and checking expiration dates for lot-controlled items. You can run report by date, by SKU, or both — depending on your needs

Follow the steps below to generate your report:

Step 1: Go to the Products Tab

Step 2: Select Inventory Report

Step 3: Choose Your Report Type

You’ll have two options:

✔️ Inventory Report: Shows inventory movement (In & Out) for a selected date range. Useful for tracking inventory fluctuations.

✔️ Inventory Snapshot: Provides a complete breakdown of your inventory for a specific date, including lot numbers and expiration dates for lot-controlled products.

Step 4: Customize Your Report

You can run a full report or narrow it down by selecting:

• A specific date
• A specific SKU (or leave blank for all SKUs)

Step 5: Submit Your Report

Once you've entered your report details, select Submit. Your report will begin generating and will be emailed to the address listed in your account settings once it's complete.

Helpful Tip:

• For reviewing lot control and expiration dates, we recommend using the Inventory Snapshot option.
• For tracking inventory movement over time, use the Inventory Report option.

If you have any questions about these reports or need assistance reconciling your inventory, our team is happy to help!