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.

Navigate to Inventory → Reports.
Select Stock Levels.
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

The stock-level report and the Year-End Tax/COGS report can be exported to CSV 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.

Go to Inventory → Reports.
Select Transfer History.
Set the date range.
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.

Go to Inventory → Reports.
Select Usage by Job.
Set the date range.
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.

Go to Inventory → Reports.
Select Usage by Technician.
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.

Go to Inventory → Reports.
Click Generate Report in the Inventory Valuation card.

Figure	Description
Cost Value	What your on-hand stock cost you
Retail Value	What that same stock is priced at
Potential Profit	Retail value minus cost value
Avg Margin	Profit as a percentage of retail value

Below the four figures, a By Category table breaks the same numbers down per part category, with an Items In Stock count for each.

Valuation covers both warehouse stock and van stock, so it matches the Total Value figure in the Key Performance Indicators panel at the top of the same tab.

When the figures were calculated

Every generated report carries a Figures as of line showing when the numbers were calculated, in your company's time zone. The report is produced on demand and briefly reused, so the stamp can be a few minutes older than the moment you clicked — the line tells you exactly how old.

If stock changes while a report is on screen, the report is cleared the next time you open the Reports tab and you're asked to generate it again. This is deliberate: it means the two money figures on the tab can never disagree with each other. Click Generate Report for current values.

Stock movement report

See which parts moved the most, and in which direction, over a chosen window.

Go to Inventory → Reports.
In the Stock Movement Analysis card, choose Last 7 Days, Last 30 Days, or Last 90 Days.

The table lists your 20 most active parts:

Column	Description
Part	Part name and its number
Transactions	How many stock movements were recorded
In	Total units that came in
Out	Total units that went out
Net	The overall change — always In minus Out
Turnover	Transactions per day over the window

In and Out describe the direction stock moved, not what caused it — a stock correction that raised a count is counted as In, and one that lowered it is counted as Out, alongside receipts, transfers, and parts used on jobs. Because of that, Net always equals In minus Out.

To see what kind of movement each one was, open the Transactions tab, which lists individual movements with their type.

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

Navigate to Inventory → Reports → Audit Trail.
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 the stock-level report or the Year-End Tax/COGS 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.

Parts catalog — manage the parts that appear in reports.
Warehouses & stock — review per-warehouse stock levels.
Stock transfers — transfer history feeds into reports.
Low stock alerts — use reports to fine-tune alert thresholds.
Invoicing — parts usage flows into invoice generation.