Sortly provides two summary reports to help you track inventory movements and monitor user activity: the Move Summary Report and the User Activity Summary Report.
In this article
Move Summary Report
The Move Summary Report makes it easy to track inventory that's moved between locations. Filter movements by origin, destination folder, and date range.
This report shows:
- Origin Folder
- Destination Folder
- Items Moved
- Quantity Moved
- Value
To access it, go to Reports > Move Summary.
From there, you can view all movements and drill down into specific folders or time ranges.
If an item has been moved to multiple destinations, click the drop-down arrow next to the item to view movement details for all destinations in a single view.
You can also swap views and modify the origin and destination folders to suit your needs.
User Activity Summary Report
The User Activity Summary Report gives you a clear summary of what your team has been doing in Sortly over a given period, filterable by user and date range.
Key activities captured in this report include:
- Items Moved
- Quantity Updated
- Items Created
- Items Deleted
- Items Restored
- Items Cloned
- Items Merged
To access it, go to Reports > User Activity Summary. From there, you can see an overview of all users and their total activity within the selected date range.
Use the filtering options to narrow the report down to specific users, for a closer look at individual contributions and actions.
Click into a user's row to see more details, including the option to view their full Transactions report.