In Sortly, you can generate two types of reports: Inventory-Based and Transaction-Based. Each type offers unique features that help you track, analyze, and manage important information about your items. With these reports, you can monitor your inventory’s location, quantity, value, and history in just a few clicks.
Types of Reports
Activity History – Track all user changes to items, folders, tags, and more.
Inventory Summary – View your inventory’s total quantity, value, and location at a glance.
Low Stock – Identify items that are running low.
Transactions – Monitor all inventory movements, updates, and deletions for complete team oversight.
Item Flow – Track quantity fluctuations with flexible filtering options.
Move Summary – Review inventory moves between folders within a chosen time frame.
User Activity Summary – Monitor team member actions and filter for activity that matters most.
Note: Some advanced reporting features, such as Custom Reports and Report Subscriptions, are available only on Ultra, Premium, and Enterprise plans.
Reports Tab Overview
To access your reports, click on the Reports Tab. You can use:
The left-side panel to navigate report categories.
The tiles on the right for quick access.
If you have Saved Reports (Ultra, Premium, and Enterprise plans), you’ll find them in the left-side drop-down panel or by clicking the Saved Reports tiles.
Report Details
Activity History
Monitor all changes made by users to items, folders, tags, and more.
Overview – Displays dates, activity types, summaries, and associated user data.
Filters & Sorting – Filter by activity type (Moved, Edited, Deleted, Created, Restored, Quantity Changed, Merged) and sort columns in ascending/descending order.
Exporting – Export to CSV or XLSX, preserving your applied filters.
Drill Down – Click a row to open item details or navigate directly to the item page.
Inventory Summary
A real-time snapshot of your entire inventory.
Overview – Shows items, groups, and summaries including quantity, price, tags, notes, and more. Updates instantly with any changes.
Item View – Toggle Summary Mode to view aggregated data or individual items.
Filters & Sorting – Filter by Folder, Quantity, Alerts, Tags, and more. Sort columns as needed.
Exporting – Export in CSV or XLSX with filters intact.
Drill Down – Click an item to view additional details or open the item page.
Inventory Snapshot – Subscribe once to receive an automated, end-of-month snapshot of your full inventory by email. You can also access up to 13 months of historical snapshots directly in Sortly.
⚠️ The Inventory Summary itself always reflects the current state of your inventory and cannot be generated for a specific date or custom date range. For historical, point-in-time views, use Inventory Snapshot.
Low Stock
Track items running low on inventory.
Overview – Displays total quantity and value of low-stock items.
Item View – Only items are shown (summary mode is not available).
Filters & Sorting – Filter by Folder, Quantity, Min Level, Tags, Alerts, Custom Fields, and more.
Exporting – Export in CSV or XLSX with applied filters.
Drill Down – Click a row to view item details.
Transactions
Track all quantity-changing actions such as Create, Clone, Update Quantity, Merge, Restore, Delete, and Move.
Overview – Shows item data at the exact moment of the transaction (historical snapshot).
Item View – Displays only items with quantity changes.
Filters & Sorting – Includes a Date Filter and filters for Folders, Tags, Transaction Type, User, etc.
Exporting – Export filtered results to CSV or XLSX.
Drill Down – Click a row to access item details.
✏️ You can edit a transaction note by opening the item in the Transactions Report → Edit Details → update Transaction Reason and Transaction Note.
Item Flow
Built on Transaction data, this report aggregates quantity changes by item and folder over a selected date range.
Overview – Displays total increases/decreases, total change, and number of transactions.
Item View – Only includes items with quantity changes.
Filters & Sorting – Filter by Folder, Item Name, Sortly ID (SID), Barcode, and Date Range.
Exporting – Export filtered results to CSV or XLSX.
Drill Down – View detailed changes, charts, and links to item details or the Transaction report.
Move Summary
Summarizes how inventory moves between locations over time.
Overview – Shows origins, destinations, moved item totals, quantities, and values.
Item View – Collapses moves from one origin to multiple destinations.
Filters & Sorting – Filter by Origin, Destination, and Date Range.
Exporting – Export filtered results to CSV or XLSX.
Drill Down – See which items moved, review charts, and link to the Transaction report.
User Activity Summary
Available to Owners and Admins for tracking team activity.
Overview – Displays quick statistics such as total user actions.
Filters & Sorting – Filter by User and Date Range.
Exporting – Export filtered results to CSV or XLSX.