The Reports page holds SolaStock's 23 built-in inventory reports: valuation, movements, stock levels, replenishment, documents, fulfilment and traceability. Run any report on screen, export it as CSV, Excel or a printable PDF, and (owners and administrators) schedule it to run automatically.
Finance staff use it for month-end valuation, warehouse managers for low-stock and aging checks, and quality staff for expiry and recall reports.
Where to find it
| Sidebar | Insights → Reports |
| URL | /inventory/reports |
| Plan | The plan's reports feature. Without it the item is hidden and scheduled reports stop running (their status becomes skipped_not_in_plan). |
| View | View inventory reports (inventory.view_reports) |
| Export | Export inventory reports (inventory.export_reports), in addition |
| Schedule | Export permission and full access (Owner or SolaStock Administrator) |
The Stock Ledger and Current Stock screens have their own pages; see Stock levels.
Screen tour
Top to bottom:
- Header — Reports, with a No tenant — preview badge if no organization is selected.
- Report cards — one card per report (name + hint). Click a card to select and run it immediately. The selected card is highlighted; your browser remembers the last report you opened (default Inventory Valuation).
- Filters panel — filters, then Run report, Clear, Export CSV, Export XLS, Print PDF on the right.
- Scheduled delivery panel — only for people who may schedule.
- Summary tiles — totals for the current report (e.g. Total value, Rows, Items).
- Results table — columns depend on the report. Up to 500 rows shown; beyond that: "Showing the first 500 rows — export CSV for the full set." A SKU cell links to the item; an adjustment number links to the adjustment.
Filters
| Filter | Shown for | Notes |
|---|---|---|
| Warehouse | All reports | Blank = All warehouses (all you are allowed to see). Ignored by a few reports (see the table below). |
| Item / Item (required) | All reports | Required for Item Ledger. Ignored by a few reports. |
| From / To | Stock Movement, Adjustment, Receiving, Transfer, Fulfillment Status, Shipment | Date range on the document or movement date. |
| As at | Inventory Valuation | Rebuilds stock and value from the ledger up to the end of that day, including the stock share of landed costs dated up to that day (a landed cost reversed later is still counted for dates before its reversal; the share booked to cost of goods sold or adjustment loss is not stock value and is left out). Blank = current. |
| Currency | Inventory Valuation | 3-letter code (upper-cased automatically). Blank shows Base, the organization's base currency: when SolaStock is connected to SolaCount it is the verified base currency of the connection, otherwise the organization's currency setting. Converts using the latest rate in Settings → Currency Rates (on or before As at). |
Run report applies changed filters; Clear resets them and reruns. Changing a filter without clicking Run report does nothing.
The period used by Dead Stock, Fast Moving and Expiry Risk is your Expiry warning days setting (Settings); there is no on-screen filter for it.
The 23 reports
| Report (card) | What it lists | Main columns | Summary tiles | Filters used |
|---|---|---|---|---|
| Inventory Valuation | Every stock balance with value, highest value first | SKU, Item, Category, Warehouse, Lot code, Expiry date, On-hand quantity, Average cost, Total value, Value currency, Converted total value, Stock status (ok; low = 5 or fewer available; out; as_at for past dates) | Total value, value currency, converted total value, as at, total lines, low, out | Warehouse, Item, As at, Currency |
| Stock Movement | All ledger movements, oldest first | Movement date, SKU, Item, Warehouse, Lot code, Serial number, Expiry date, Source document, Quantity in, Quantity out, Unit cost, Total cost, Quantity balance after | Rows, quantity in, quantity out | Warehouse, Item, From, To |
| Item Ledger | Running balance of one item | Movement date, Warehouse, Bin, Source document, Direction, Quantity, Unit cost, Quantity balance after, Value balance after | Movements | Item (required), Warehouse |
| Warehouse Stock | Balances by warehouse and bin | Warehouse, Bin, SKU, Item, On-hand, Reserved, Available, Total value, Capacity | Lines, total value | Warehouse |
| Low Stock | Balances at or below the reorder point (warehouse rule first, else the item's), stock > 0 | SKU, Item, Warehouse, On-hand, Reserved, Available, Reorder point, Reorder quantity, Minimum, Maximum, Safety stock, Shortage quantity, Preferred supplier | Items | Warehouse |
| Out of Stock | Balances with nothing available | SKU, Item, Warehouse, On-hand, Reserved, Preferred supplier | Items | Warehouse |
| Dead Stock | Items in stock with no outbound movement in the period | SKU, Item, Warehouse, On-hand, Total value | Items, window days, value | — |
| Fast Moving | Top 50 items by quantity issued in the period | SKU, Item, Quantity out, Movements | Window days, items | — |
| Stock Aging | Open cost layers, oldest first | SKU, Item, Warehouse, Received at, Remaining quantity, Unit cost, Age in days | Layers | Warehouse, Item |
| Lot / Expiry | All lots with an expiry date, soonest first | SKU, Item, Lot code, Manufacturing date, Expiry date, Days to expiry | Lots | Item |
| Serial Report | Serial numbers, newest first | SKU, Item, Serial number, Status, Warehouse | Serials | Item |
| Adjustment Report | Adjustment documents (posted and reversed ones show the real value from the ledger, as on the adjustment pages) | Adjustment number (link), Adjustment date, Warehouse, Reason code, Status, Total increase value, Total decrease value | Documents | Warehouse, From, To |
| Receiving Report | Goods receipts | Goods receipt number, Receipt date, Supplier, Warehouse, Purchase order, Status | Documents | Warehouse, From, To |
| Transfer Report | Transfers | Transfer number, Transfer date, Source warehouse, Destination warehouse, Status | Documents | From, To |
| Count Variance | Count lines with a difference | Count number, SKU, Item, Warehouse, Bin, Expected, Counted, Variance, Status, Adjustment, Posted at | Variance lines | Warehouse |
| Fulfillment Status | Sales orders with fulfilment progress | Order number, Order date, Customer, Warehouse, Status, Ordered / Reserved / Picked / Packed / Shipped quantity, Subtotal, Discount total, Tax total, Total | Orders, open, shipped | Warehouse, From, To |
| Pick List Report | Pick lists | Pick list number, Sales order, Warehouse, Status, Line count, Reserved, Picked | Pick lists, open | Warehouse |
| Shipment Report | Shipments | Shipment number, Ship date, Sales order, Warehouse, Carrier, Tracking number, Status, Line count, Shipped quantity, Lots, Serial numbers | Shipments, posted | Warehouse, From, To |
| Reservation Report | Active, unexpired reservations | SKU, Item, Warehouse, Reserved quantity, Priority, Expires at, Source document, Status | Active reservations, reserved quantity | Warehouse, Item |
| Lot Trace Report | Every lot with origin and impact | Lot code, SKU, Item, Status, Expiry date, Supplier, On-hand, Reserved, Shipped, Source document | Lots, on hand | Item |
| Serial Lifecycle | Serials with lot, shipment and return | Serial number, SKU, Item, Status, Warehouse, Lot code, Shipment number, Sales return, Warranty until | Serials | Item |
| Expiry Risk | Non-consumed lots expiring within the period, including already expired | Lot code, SKU, Item, Expiry date, Days to expiry (negative = expired), Status, On-hand | Within days, at risk, expired, on hand | Item |
| Recall Impact | Recall lines with the quantities stored at activation | Recall number, Status, SKU, Item, Lot code, Serial number, On-hand, Reserved, Shipped, Disposition | Recall lines, on hand, shipped | Item |
Each report returns up to 1,000 rows; the screen displays the first 500.
Run a report
- Insights → Reports, click a card (it runs at once).
- Set filters and click Run report.
| Message | Meaning |
|---|---|
| No rows — "Adjust the filters and run the report again." | Nothing matches. |
| No data — "This report needs an active tenant with data. The Item Ledger report also needs an item." | The request failed: no organization, Item Ledger without an item, or a warehouse you aren't assigned to ("You are not assigned to this warehouse."). |
Export a report
| Button | Result |
|---|---|
| Export CSV | solastock-<report>-YYYYMMDD-HHMMSS.csv. First rows: report title, generated time and each summary line; then a blank row; then column headers and data. UTF-8 with BOM, so Arabic opens correctly in Excel. |
| Export XLS | ….xls Excel spreadsheet with the same layout. |
| Print PDF | A print-ready page; use the browser's Print → Save as PDF. |
Exports use the current filters and include up to 1,000 rows (more than the 500 on screen). Without export permission the buttons are greyed out and hovering shows "You do not have permission to export reports."; with no organization: "Select a tenant to export."
Scheduled delivery
Only the Owner and SolaStock Administrator see this panel. Everyone else, including warehouse-scoped users who were granted export, does not, because a schedule is not limited to one person's warehouses.
Create a schedule
-
Open the report and set the filters you want; they are saved with the schedule.
-
Fill in:
Field Required Rules / defaults Schedule name No Defaults to the report name + "schedule", e.g. Inventory Valuation schedule. Recipients No Comma-separated emails; each must be valid or nothing is saved. Frequency Yes Daily, Weekly (default), Monthly. Format Yes CSV (default), XLSX, PDF. Stored with the schedule. -
Click Save schedule. The schedule appears in the table; its first run is one day, week or month from now.
The schedules table
Columns: Name, Report, Frequency, Recipients, Last status, Next run, and a Run now button.
| Last status | Meaning |
|---|---|
| Not run | Never run yet. |
delivered |
Emails were sent. |
generated |
Ran, but the schedule has no recipients. |
failed |
Sending the email failed. |
skipped_not_in_plan |
Your plan no longer includes reports. |
Run now runs the schedule immediately and moves Next run forward by one period.
What recipients receive: a plain-text email with the subject "SolaStock scheduled report: <report title>", the row count and the summary totals. No file is attached; to get the full data, open the report and export it.
Schedules cannot be edited, paused or deleted on this page. Contact Solavel support to change one.
Permissions
| Role | View | Export | Schedule |
|---|---|---|---|
| Owner, SolaStock Administrator | Yes, all warehouses | Yes | Yes |
| Organization Manager / Member without a SolaStock role | Yes, assigned warehouses | Yes | No |
| Organization Viewer / Accountant without a SolaStock role | Yes, assigned warehouses | No | No |
| Scoped Inventory Manager (Team access) | Yes, assigned warehouses | No, unless a custom role adds it | No |
| Warehouse Manager, Warehouse Operator, Inventory Viewer | No | No | No |
| Custom role | If View inventory reports ticked | If Export inventory reports ticked | No (unless full access) |
For warehouse-scoped users, All warehouses means all their warehouses, and the Transfer Report only includes transfers where both warehouses are theirs.
Worked examples
Example 1: Monday low-stock check (quick)
Sara Khan at Al Noor Trading LLC opens Insights → Reports → Low Stock, sets Warehouse to Dubai Main and clicks Run report. Summary Items 3. Top row: CHG-USB-C, Available 12.0000, Reorder point 50.0000, Shortage quantity 38.0000, Preferred supplier Shenzhen Parts Co. She raises a purchase order for the reorder quantity of 200.
Example 2: month-end valuation for finance (full scenario)
Al Noor Trading LLC closes September 2026.
- The owner opens Inventory Valuation, sets As at 2026-09-30, leaves Warehouse blank and clicks Run report. Tiles: Total value 412,750.00, Value currency AED, Total lines 318.
- She types
USDin Currency (rate 3.6725 is saved in Settings) and runs again: Converted total value 112,389.38. - Export XLS goes into the month-end file; finance compares it with the inventory account in SolaCount.
- In Scheduled delivery: Schedule name Weekly valuation – all, Recipients
finance@alnoor.ae, Weekly, XLSX, Save schedule. Run now → Last statusdelivered. Finance now gets a weekly summary email and exports the file when it needs the detail. - Omar Haddad, a scoped Inventory Manager for Dubai Main, runs the same report: it only covers Dubai Main, the export buttons are greyed out and he sees no Scheduled delivery panel.
How it connects
| Screen / app | Connection |
|---|---|
| Stock levels | Current Stock and Stock Ledger are the live screens behind valuation and movement reports. |
| Items, Settings | Reorder levels, warehouse reorder rules, currency rates and Expiry warning days drive Low Stock, valuation conversion and the expiry window. |
| Traceability, Recalls | Lot, serial, expiry and recall reports. |
| SolaCount | Valuation reflects the same movements SolaStock posts to SolaCount. |
Reports never change stock.
Tips & common problems
| Problem | Cause | Fix |
|---|---|---|
| Export buttons greyed out | No export permission. | Ask an administrator to grant Export inventory reports through a custom role. |
| No Scheduled delivery panel | You are not the Owner or SolaStock Administrator. | Ask the owner to create the schedule. |
| Item Ledger shows No data | No item chosen. | Pick an item. |
| Only 500 rows visible | Screen limit. | Export (up to 1,000 rows). |
| "You are not assigned to this warehouse." | Filter on a warehouse outside your scope. | Pick one of yours or leave blank. |
| Dead Stock / Expiry Risk window looks wrong | It uses Expiry warning days. | Change it in Settings. |
| Scheduled email has no attachment | Scheduled emails carry a summary only. | Export from the page. |
Related
- Stock levels · Traceability · Lots / Batches · Recalls
- Settings · Team access · SolaCount
- Consumption has its own report: Consumption report on Internal Consumption. Landed Costs change the valuation shown here.