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Inventory Usage

The Inventory Usage report helps you understand how often materials are being used and how much they’re costing over time.

This is a great report for tracking material activity across your warehouses and trucks/vans, and for answering questions like:

  • “Which materials are we using the most?”

  • “How many of these did we use this month?”

  • “What did those materials cost us (business cost)?”

  • “How much are we charging clients for those materials?”


Where to find it

Go to: Reports → Inventory Usage


Step 1: Choose a location

Inventory Usage is organized by Location.

At the top of the page, you’ll see a list of your locations (warehouses, vans/trucks, etc.).

Click into the location you want to review.


Step 2: Pick a time range

Once you select a location, you can filter the report by time in two ways:

  • Option A: Filter by month: Use Filter by month to quickly view usage for a specific month (ex: Jan 2026).

  • Option B: Choose a custom date range: Use Custom date range if you want something more specific (ex: 01/01/2026 – 01/31/2026).


What you’ll see in the report

After selecting a location + date range, you’ll see a summary at the top, followed by a detailed table.


Summary cards (top)

These cards give you a quick snapshot of usage during the selected time period:

  • Average Inventory Amount: A quick average of how much inventory activity occurred over the selected range.

  • Total Inventory Amount: The total quantity of inventory activity for the selected range.

  • Total Client Cost: How much you charged (or would charge) your clients for the materials used.

  • Total Business Cost: How much those materials cost your business.

  • Material Profit Margin: A quick profit/margin snapshot based on client vs business costs.


Materials table (detailed view)

Below the summary, you’ll see a table listing material activity during the selected range.

Each row includes:

  • Material name

  • Variation

  • Quantity (QTY)

  • Client cost (per item + total)

  • Business cost (per item + total)

  • User name

  • Action / Reason

  • Date

This is the section you’ll use most when you’re trying to understand what happened with a specific item.


Sorting the report

Sorting options include:

  • Name (A–Z / Z–A)

  • Item # (A–Z / Z–A)

  • Quantity (A–Z / Z–A)

  • Oldest First

  • Newest First


Filters

Click Filters to narrow results even further.

Depending on your account setup, filters can include things like:

  • Category

  • Brand

  • Manufacturer

  • Tags

This is especially useful if your catalog is large and you only want to review a certain group of items.


Exporting Inventory Usage

Need to download the report? Click Export as… on the top right to export the data.

Notion Image

The export includes columns like:

  • Material Name

  • Variation

  • Action Type

  • Reason Type

  • Date

  • QTY

  • Cost for Business + Total

  • Cost for Client + Total

  • User Name ply_2026_01_28_215472861678487


Quick notes (so it doesn’t feel confusing)

  • Inventory Usage is location-based, so make sure you’re viewing the correct warehouse/truck.

  • This report tracks material activity over time, not just what’s currently on-hand.

  • If you’re trying to track movement between locations, check out Movement Reporting instead.


Still need help? Contact Support!

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