Low Stock Report

June 10, 2025 13:07

Sortly’s Low Stock Report helps you monitor inventory levels and identify items that need to be reordered. By reviewing this report regularly, your team can stay ahead of stockouts and make better restocking decisions.

⚠️ The Low Stock report only displays items that have a Min Level set and where the current stock is at or below that level.
Learn more about Min Levels »

What is the Low Stock Report?

The Low Stock Report lists items in your inventory that are currently at or below their designated Min Level. This report is especially helpful for managing reorder thresholds and avoiding inventory shortages.

How to Access the Low Stock Report

Go to the Reports section in your Sortly account.
Click the caret ( ˅ ) next to Inventory Summary.
Select Low Stock from the drop-down list.

You’ll now see all items flagged as low stock based on their Min Level settings.

Customizing and Exporting the Report

Apply Filters

Click the Filter icon to refine your data.
You can filter by location, item group, tags, and more.

Edit Columns

Click the Edit Columns icon to adjust which fields appear in the report.
Rearrange, add, or remove columns as needed.

Export Your Report

Click the Export button.
Choose your preferred file format: CSV (default) or Excel.
Select the fields you'd like to include in the export:
- ✅ Checked = included in export
- ❌ Unchecked = excluded from export

What if I Don’t See the Low Stock Report?

If you don’t see Low Stock listed under Reports, you can manually recreate it.

If you have access to Saved Reports:

Go to Inventory Summary.
Filter by Min Level > At or Below.
Click Apply.
Click Save Report and name it “Low Stock.”

Your custom report will now be accessible under Saved Reports.

If you don’t have access to Saved Reports:

Go to Inventory Summary.
Filter by Min Level > At or Below.
Click Apply.

You’ll need to reapply this filter each time, as the report cannot be saved.

More Reporting Resources