How can we help? 👋

📊 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

Notion image
 

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.

Notion image
 

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

You can sort the table using the dropdown on the right.

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.
Did this answer your question?
😞
😐
đŸ€©