Reports Overview
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.
In this article
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
- Jobs Report, see how your inventory moves through jobs, including item usage and time in the field
💡 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
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
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
Snapshot
Subscribe once to receive an automated, end-of-month snapshot of your full inventory by email. 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
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
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, then
Edit Details, then 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
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
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
Filter by User and Date Range
Exporting
Export filtered results to CSV or XLSX
Jobs Report Beta
See how many items were used, returned, and how long they were in the field for each job. Part of Jobs, currently in Beta.
The Jobs Report has two views: Jobs View and Items View.
Jobs View
Overview
Shows every job created in your selected date range, its status (Completed, In Progress, or Not Started), who created it, how long it's lasted, and how many items (and their value) are still in it
Filters
Filter by status or who created the job. Search by job name
Sorting
Sort by any column
Drill Down
Click a job to see its items and how many were added, returned, and are still out. Click an item for its full history, or jump straight to the Transactions report
Items View
Overview
Shows every item used in a job during your selected date range, and how many jobs, active and total, it's currently part of
Filters
Filter by Sortly ID. Search by item name
Sorting
Sort by any column
Drill Down
Click an item to see every job it's been part of, with how many units were added, returned, and still out in each one
Frequently Asked Questions
Can I generate an Inventory Summary for a past date?
No, the Inventory Summary always reflects your current inventory. For a point-in-time view, use Inventory Snapshot instead.
How far back do inventory snapshots go?
You can access up to 13 months of historical monthly snapshots directly in Sortly.
Who can view the User Activity Summary report?
This report is available to Owners and Admins only.
Do I need a specific plan to use Saved Reports or Report Subscriptions?
Yes, Saved Reports, Custom Reports, and Report Subscriptions are available on Ultra, Premium, and Enterprise plans.
Can I export any report?
Yes, every report can be exported to CSV or XLSX, and your applied filters carry over to the export.
What is the Jobs Report?
The Jobs Report shows how your inventory moves through your jobs, so you can see item usage and how long items were in the field. It's part of the Jobs feature, which is currently in Beta.