How to Create Inventory Audit Reports

Build an inventory audit report in FieldPulse to trace every quantity change by hub, team member, and change type after a count comes up short.

Who uses this: Admins have full reporting access, Team Managers can be given it, and Service Agents and Limited Agents do not. Availability: All regions.

An inventory audit report is built from the Invoices > Inventory Audit tab in raw data reporting, and it is the change history for your stock — every quantity change to regular and serialized inventory, with the user who made it, the date and time, and the hub it happened in.

Overview

An inventory audit report answers one question about your stock: what changed, and who changed it. Use it to know who made changes to the inventory and when, to track discrepancies between expected and actual inventory levels, and to keep every inventory change logged and traceable. You can view historical changes across the board, per team member, or by specific inventory hubs.

Raw data reporting carries other inventory reports on nearby tabs, and each covers different data. How to Create Inventory Reports covers inventory data such as supplier, tags, and unit cost. How to Create Inventory Count Reports covers count data such as last count against expected count and last count value against expected value. How to Create Item Usage Reports covers item quantity, total cost, and total price. How to Create Serialized Inventory Reports covers serialized inventory data such as serial number, unit cost, and item name.

Building an inventory audit report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Inventory audit reporting is part of FieldPulse’s dashboards and reporting. For the parts of the reporting flow that are the same on every record type — saving a report, adding it to your dashboard, and exporting to CSV — see How to Use Raw Data Reporting.

Before you begin

• Check that your role has reporting access. An Admin has Full Reporting access; a Team Manager needs Full Reporting access turned on.

• Have inventory activity to report on. The Type of Change column records manual adjustments, invoice deductions, and order replenishments — see How to Deduct and Count Inventory.

Set the inventory type and date range

1. Select Reporting under the Management tab in the left-side menu.

2. Select the Invoices > Inventory Audit tab, then select Raw Data.

3. Select the type of inventory items to report on. You can select regular and serialized inventory items together, or report on each product type separately.

4. Select the calendar icon and choose the start date range you want to report on.

5. Select Load Data.

The calendar offers these presets:

Preset	Date range
Today	12:00 AM to the current time
Yesterday	The previous day, 12:00 AM to 11:59 PM
This Week	Monday through Sunday of the current week
Last Week	The previous week
Last 7 Days	The previous seven days, including today
This Month	The first of the current month to the current day
Last Month	The entire month before the current month
Last 30 Days	The previous 30 days, including today
Custom	Start and end dates you select on the calendar

Choose your columns

Select Columns to choose which inventory audit fields appear in the report table and the order they appear in.

The inventory audit report includes these columns by default:

Column	What it holds
Item Name	Line item name
Date/Time of Change	Date and time the inventory quantity was changed
Original Quantity	Quantity before the change
New Quantity	Quantity after the change
Hub	Location of the item
Type of Change	How the inventory was changed — manual adjustment, invoice deduction, or order replenishment
Changed By	User who initiated the change
Related Invoice	Related invoice record #
SKU/ID#	Item #/SKU
Serial Number	Serial number
ID Number	ID number (serialized inventory only)
Reference Number	Reference number (serialized inventory only)
Supplier Name	Supplier linked to the inventory item
UPC	UPC/barcode
Unit Cost	Unit cost
Unit Price	Unit price
Order Number	Purchase order number

Set your filters

Before running the report, set filters to narrow the results. Select the Filters icon, then choose how you want to filter the report.

The Filters panel offers these fields:

Field	How you filter
Item Name	Filter by contents
Date/Time of Change	Filter by date
Hub	Select the hub
Type of Change	Select the change type
Changed By	Filter by contents
Related Invoice	Filter by contents
SKU/ID#	Filter by contents
Serial Number	Filter by contents
ID Number	Filter by contents
Reference Number	Filter by contents
Supplier Name	Filter by contents
Order Number	Filter by contents

Filter operators

When you filter by contents, choose an operator and then enter the values to filter the data on.

Operator	Retrieves data	Example	Data retrieved
Equals	Equal to a specified value	Created By - Equals Tom Gause	For all records created by Tom Gause only
Not Equal	Different from a specified value	Tag - Not Equal to HVAC	For all records except those using the HVAC tag
Less Than	Lower than a specified value	#ID - Less than 1144	For all records below #1144
Less Than or Equal To	Lower than or equal to a specified value	Job Date/Time - Less than or equal to 12/13/2023	For jobs scheduled before or on 12/13/2023
Greater Than	Greater than a specified value	Job Duration - Greater than 60 minutes	For jobs in the In Progress status type for over 60 minutes
Greater Than or Equal To	Greater than or equal to a specified value	Job Date/Time - Greater than or equal to 1/1/2024	For jobs scheduled on or after 1/1/2024
In Range	Including and between two specified values	#ID - Between 1225 and 1236	For all estimate records with #IDs between 1225 and 1236
Starts With	Begins with a specified value	Title - Annual	For all job records beginning with Annual
Ends With	Ends with a specified value	Location - TX	For all job locations ending with TX
Blank	No values are in the field	Subtitle	For all job records with blank subtitles
Not Blank	Values in the field	Notes	For all job records with values in the notes field

Tips

• Set the time frame for the audit first, then filter by Changed By or Hub for a focused view of who changed what and where.

• Group the report by Item Name to see every change to a single item in one place.

• Use Type of Change to separate manual adjustments from invoice deductions and order replenishments.

FAQs

Can I save an inventory audit report to use again?

Yes. Select Save as Report, then Save as New to store it under Select Report, or Save as Widget to add it to your Pulse Dashboard. See How to Use Raw Data Reporting for the full saving flow.

Can I export an inventory audit report to a spreadsheet?

Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device. See How to Use Raw Data Reporting for the full export flow.

Related articles

• How to Use Raw Data Reporting
• How to Create Inventory Reports
• How to Create Inventory Count Reports
• How to Create Item Usage Reports
• How to Create Serialized Inventory Reports
• How to Deduct and Count Inventory
• Inventory Hubs Overview

Your inventory audit report is working when the table returns every quantity change in the date range you selected, shows the user and hub behind each change, and narrows to one item, one team member, or one hub once your filters are applied.