> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.
# 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](https://www.fieldpulse.com/features/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](/reporting/raw-data/using-raw-data-reporting).
Other inventory reports sit on nearby tabs:
* [How to Create Inventory Reports](/reporting/raw-data/inventory-reports) — inventory data such as supplier, tags, and unit cost.
* [How to Create Inventory Count Reports](/reporting/raw-data/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](/reporting/raw-data/inventory-audit-reports) — the history of inventory changes, including who made each change and when.
* [How to Create Item Usage Reports](/reporting/raw-data/item-usage-reports) — item usage data such as item quantity, total cost, and total price.
## Video walkthrough
## 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](/inventory-materials/item-list/serialized-inventory).
* Set up the inventory hubs your serialized units are stored in. See [Inventory Hubs Overview](/inventory-materials/item-list/inventory-hubs).
* 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**.
## 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](/reporting/raw-data/using-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](/reporting/raw-data/using-raw-data-reporting)
* [Serialized Inventory Overview](/inventory-materials/item-list/serialized-inventory)
* [Inventory Hubs Overview](/inventory-materials/item-list/inventory-hubs)
* [How to Import Serialized Inventory](/settings/data/importing-serialized-inventory)
* [How to Create Inventory Reports](/reporting/raw-data/inventory-reports)
* [How to Create Inventory Count Reports](/reporting/raw-data/inventory-count-reports)
* [How to Create Inventory Audit Reports](/reporting/raw-data/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.
## Related topics
- [Serialized Inventory Overview](/inventory-materials/item-list/serialized-inventory.md)
- [How to Create Inventory Count Reports](/reporting/raw-data/inventory-count-reports.md)
- [How to Create Inventory Reports](/reporting/raw-data/inventory-reports.md)
- [How to Create Inventory Audit Reports](/reporting/raw-data/inventory-audit-reports.md)