Sortly understands that businesses need to document their inventory levels for audits, tax preparation, or financial reporting. Inventory Snapshot makes this process easy by automatically creating an end-of-month record of your inventory—no manual exports required.
With Inventory Snapshot, you can:
- Subscribe once and automatically receive a monthly snapshot.
- Access up to 13 months of historical snapshots directly in Sortly.
- Stay audit and tax-ready with consistent, timestamped records.
Jump to:
- Subscribe to a Snapshot
- Create a Custom Snapshot
- Access Past Snapshots
- Managing Your Snapshot Subscription
- FAQ
Subscribe to a Snapshot
Go to Inventory Summary in Sortly.
Click Subscribe at the top of the report.
Choose Current View
Name your report
-
Select Snapshot from the schedule type:
- Click Save & Subscribe
Once subscribed, you’ll automatically receive your Inventory Snapshot by email each month!
Create a Custom Snapshot
You can also create a custom Inventory Snapshot to focus on specific folders or items instead of your full inventory.
Go to Inventory Summary.
-
Choose the filters you want (for example, select a specific folder).
-
In this example, the report is filtered to just the folder F1.
-
Click Apply to apply the filters
Click Subscribe at the top of the report.
Choose Current View to subscribe to the filtered results.
-
Enter a Report Name (for example, F1 Monthly Snapshot).
Select Snapshot as your schedule type.
Click Save & Subscribe.
✅ Your custom Inventory Snapshot will now be delivered automatically each month with only the filtered data you selected.
Access Past Snapshots
Go to Inventory Summary.
-
Click Snapshots (below the Export button).
-
You’ll see up to 13 months of historical snapshots stored in Sortly in the right-hand panel.
You can also find your snapshots listed in the Reports menu on the left-hand side, right under Inventory Summary.
-
In this example, you can see both a custom snapshot (“F1 Monthly Snapshot”) and the default Monthly Inventory Snapshot saved under Reports.
Manage Your Snapshot Subscription
-
From the Monthly Inventory Snapshot, click either the Manage report subscription option or the three dots and Subscribed
-
Choose Unsubscribe to stop receiving future snapshots by email. Your past snapshots (up to 13 months) will still be available in Sortly.
To Resubscribe, navigate back into the Manage Subscription section and click Resubscribe.
Delivery time: Snapshots are sent after 8:00 PM (company time zone) on the last day of each month.
Custom reports: You can still subscribe to filtered reports separately. Monthly Snapshots always include your entire inventory.
✅ Available on Ultra, Premium, and Enterprise plans
📌 Accessible to Owners, Admins, Team Members, and Custom Roles
FAQs
How do I subscribe to a monthly Inventory Snapshot?
Navigate to the Inventory Summary Report, click Subscribe, and choose Monthly Snapshot. No filters are required.
Can I still apply filters and subscribe to custom reports?
Yes. You can create filtered subscriptions, but Monthly Snapshots are only available on the unfiltered Inventory Summary Report.
Where can I find my past monthly snapshots?
In the Inventory Summary Report, click the camera icon, then the Snapshots button (below the Export button). You’ll see all historical snapshots stored for that report type.
What happens if I unsubscribe?
You’ll stop receiving future emails, but your past snapshots (up to 13 months) will still be available in the app.
What if I accidentally unsubscribe from the email?
If you opt out of emails, don’t worry—you can re-subscribe anytime in Sortly. This only affects email delivery, not your saved snapshots or your access to the app.
When will I receive the snapshot?
Snapshots are sent after 8:00 PM (company time zone) on the last day of each month.
Can I subscribe to both Monthly Snapshots and Saved reports?
Yes, as long as you’re within your 15 reports per type limit.