How to Create Serialized Inventory Reports

Build a serialized inventory report in FieldPulse to track each unit by serial number, hub, and unit cost — where each unit sits and what it is worth.

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

A serialized inventory report is built from the Invoices > Serialized Inventory tab in raw data reporting, and it reports on serialized inventory data including serial number, unit cost, item name, and more. Two common versions of it are serialized inventory by parent line item and serialized inventory by hub.

Overview

A serialized inventory report lists your serialized inventory unit by unit, with the serial number, ID number, unit cost, and hub for each one. Serialized inventory is the tracking of individual items by unique serial number, so a serialized inventory report is the report to run when you need to know which specific unit you hold and where it sits.

Building a serialized inventory report follows the same path as every other raw data report — set a date range, choose the columns, set the filters, then read the table. Serialized inventory 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.

Other inventory reports sit on nearby tabs:

• How to Create Inventory Reports — inventory data such as supplier, tags, and unit cost.

• How to Create Inventory Count Reports — each item’s last count and value against what was expected, for regular inventory, serialized inventory, or both.

• How to Create Inventory Audit Reports — the history of inventory changes, including who made each change and when.

• How to Create Item Usage Reports — item usage data such as item quantity, total cost, and total price.

Video walkthrough

Video walkthrough: Creating a report in raw data reporting

Before you begin

• Turn on serialized tracking for the items you want in the report. Serialized inventory applies only to line items with the item type Product - Inventory. See Serialized Inventory Overview.

• Set up the inventory hubs your serialized units are stored in. See Inventory Hubs Overview.

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

Set the date range

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

2. Select the Invoices tab, then select Serialized Inventory.

3. Select the calendar icon next to Start Date Range and choose the date range you want to report on.

4. 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 serialized inventory fields appear in the report table and the order they appear in.

The serialized inventory report includes these columns by default:

Column	What it holds
Item Name	Line item name
Serial Number	Serial number
ID Number	ID number
Unit Cost	Unit cost for the serialized item
Reference Number	Reference number
Received At	Date and time the serialized item was received
Created At	Date and time the serialized item was created
Hub	Hub where the item is located
Asset Template	Linked asset template
Item Description	Item description
Parent Unit Cost	Unit cost of the parent line item
Parent Unit Price	Unit price of the parent line item
Tax	Yes/No
Type	Product - Inventory
Item ID#/SKU	Item #/SKU
UPC	UPC/barcode
Tags	Tags on the line item

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 on a serialized inventory report:

Field	How you filter
Item Name	Filter by contents
Serial Number	Filter by contents
ID Number	Filter by contents
Reference Number	Filter by contents
Received At	Filter by date
Created At	Filter by date
Hub	Select the hub
Asset Template	Select the template
Item Description	Filter by contents
Type	Filter by contents
Item ID#/SKU	Filter by contents
Tags	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

Common serialized inventory reports

Serialized inventory by parent line item

Use this report to view each serialized inventory item grouped by the parent line item.

• Columns: customize to your needs.

• Group by: Item Name.

Serialized inventory by hub

Use this report to view each serialized inventory item and where each item is stored.

• Columns: customize to your needs, but include Item Name, Serial Number, and Hub.

• Group by: Hub.

Video walkthrough: Building the common serialized inventory reports

Tips

• Keep Received At in the report to see the date and time each unit was received.

• Include Asset Template to see the asset template linked to each unit.

• Filter by Hub to report on one storage location at a time.

FAQs

Can I save a serialized inventory 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 a serialized inventory report to a spreadsheet?

Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device.

Related articles

• How to Use Raw Data Reporting

• Serialized Inventory Overview

• Inventory Hubs Overview

• How to Import Serialized Inventory

• How to Create Inventory Reports

• How to Create Inventory Count Reports

• How to Create Inventory Audit Reports

Your serialized inventory report is working when the table returns one row per serialized unit for the date range you set, each row shows the serial number, unit cost, and hub you selected, and grouping by Hub or Item Name rolls the units up the way you need to read them.