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Reports & audits

FSM Navigator records every inventory movement — parts added, transferred, used on jobs, adjusted, and written off. The reports and audit trail give you the data you need to manage costs, prevent shrinkage, and make informed purchasing decisions.

Enterprise feature

Inventory reports and audits are available exclusively on the Enterprise plan. Compare plans to learn more.

Available reports

Stock level report

See the current quantity of every part across all locations — warehouses and technician vans.

  1. Navigate to Inventory → Reports.
  2. Select Stock Levels.
  3. The report displays every part with its total quantity, location breakdown, and low stock status.
Column Description
Part name The name of the part
SKU Stock-keeping unit code
Total quantity Combined quantity across all locations
Warehouse stock Quantity held in warehouses
Van stock Quantity held across technician vans
Min level The low stock threshold
Status Adequate, Low, or Critical

Export to CSV

You can export any report to a CSV file by clicking Export at the top of the report. Use exports for spreadsheet analysis or to share with your procurement team.

Transfer history report

Review all stock transfers over a date range.

  1. Go to Inventory → Reports.
  2. Select Transfer History.
  3. Set the date range.
  4. Optionally filter by source location, destination, or status.

The report shows:

Column Description
Transfer ID Unique identifier for the transfer
Date When the transfer was created
Source The location that sent the parts
Destination The location that received the parts
Parts List of parts and quantities transferred
Status Completed, In Transit, Cancelled
Initiated by The user who created the transfer

Usage by job report

See which parts were consumed on each job over a given time period.

  1. Go to Inventory → Reports.
  2. Select Usage by Job.
  3. Set the date range.
  4. Optionally filter by customer or job status.
Column Description
Job ID The job where parts were used
Customer The customer associated with the job
Part name The part that was consumed
Quantity used How many units were consumed
Unit cost Your cost per unit
Total cost Quantity multiplied by unit cost
Technician The technician who recorded the usage

Usage feeds into invoicing

Parts recorded on jobs flow into invoice line items at the sell price. This report shows the cost side so you can track margins.

Usage by technician report

Review how much inventory each technician consumes over time.

  1. Go to Inventory → Reports.
  2. Select Usage by Technician.
  3. Set the date range.
Column Description
Technician The technician's name
Total parts used Count of distinct parts used in the period
Total units consumed Sum of all unit quantities
Total cost Combined cost of all parts consumed
Jobs completed Number of jobs where parts were used

This report helps you identify which technicians use the most materials and whether consumption patterns are consistent.

Stock valuation report

See the total value of your inventory based on unit costs.

  1. Go to Inventory → Reports.
  2. Select Stock Valuation.
Column Description
Part name The name of the part
SKU Stock-keeping unit code
Total quantity Combined quantity across all locations
Unit cost Your cost per unit
Total value Quantity multiplied by unit cost

The summary at the bottom shows the grand total valuation across all parts and locations.

Audit trail

Every inventory change is recorded in a permanent, tamper-proof audit trail. The audit trail captures:

  • Stock adjustments — manual quantity corrections at any location.
  • Parts usage — parts consumed on jobs.
  • Transfers — parts moved between locations.
  • Catalog changes — parts added, edited, or deleted.
  • Restock events — new stock received at a warehouse.

Viewing the audit trail

  1. Navigate to Inventory → Reports → Audit Trail.
  2. Use the filters to narrow results:
Filter What it does
Date range Show events within a specific time period
Part Show events for a specific part
Location Show events at a specific warehouse or van
User Show events performed by a specific team member
Event type Filter by adjustment, transfer, usage, or catalog change

Each audit entry records:

  • Timestamp — exact date and time of the event.
  • User — who performed the action.
  • Event type — what happened (adjustment, transfer, usage, etc.).
  • Part — which part was affected.
  • Location — where the event occurred.
  • Quantity change — the old and new values.
  • Reason — the reason or note provided (for adjustments).

Audit records cannot be edited or deleted

The audit trail is append-only. No one — including owners — can modify or remove audit entries. This ensures a reliable record for compliance and accountability.

Best practices

Practice Benefit
Run stock level reports weekly Spot discrepancies before they grow
Review usage by technician monthly Identify unusual consumption patterns
Export stock valuation at period end Support financial reporting and budgeting
Audit adjustments quarterly Verify that manual corrections are documented and justified

Frequently asked questions

Can I schedule reports to run automatically?

Automatic report scheduling is not available at this time. Reports are generated on demand from the inventory reports page.

How far back does the audit trail go?

The audit trail retains all records for a minimum of three (3) years. You can search and filter all the way back to when inventory management was first enabled for your company.

Can I share reports with team members?

Yes. Export any report to CSV and share the file, or grant team members access to the inventory section so they can run reports themselves.

Do reports include technician van stock?

Yes. Stock level and valuation reports include both warehouse and van stock. Usage reports attribute consumption to the technician who recorded it.