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Inventory Summary Report

The Inventory Summary report shows what you have in stock right now, including quantities, costs, and total value. This article shows you how to open the report, tailor it to the details you care about, and export a copy to share or keep.

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Open the Inventory Summary Report

You can open the Inventory Summary report from either the left side menu or the Inventory Summary card.

1
Select Reports in the left menu.
2
Select Inventory Summary in the Reports menu, or select the Inventory Summary card on the All reports page.
The Reports menu and the All reports page with Inventory Summary highlighted in both places

At the top of the report, you'll see the total quantity and total value of your current inventory. The table below lists each item with details such as its Quantity, Min Level, Cost, and Value.

💡 You can change the order of the columns, and which ones appear in the table, by selecting Edit at the top right of the table.
The Inventory Summary report showing total quantity, total value, and the item table

Filter the Report

Use filters to narrow your report down to just the information you need. You can filter by details such as min level, date-based alerts, custom fields, and more.

The Filters panel on the Inventory Summary report

Export the Report

Export the report when you need a copy to share or keep.

1
Open the Inventory Summary report.
2
Select Export in the top right corner of the report. The Export window opens.
3
Choose what to include in your file:
  • Export settings: whether to export as an .xlsx (Excel) file or include the total value.
  • Fields to export: the item information that appears in your file, such as name, Sortly ID, unit, price, quantity, min level, value, tags, notes, photos, barcodes, and your custom fields. Use Select All or Unselect All to change every field at once.
  • Remember these selections: turn this on to keep your choices for next time.
4
Select Export.
💡 You can save a filtered report to reuse later. Check out the article Save a Report to learn more.

Frequently Asked Questions

What do Total Quantity and Total Value at the top show?
They give you a quick snapshot of your current inventory. Total Quantity is broken down by unit, like units, boxes, and feet, and Total Value shows what your inventory is worth.
How do I change which columns show in the table?
Easy! Just select Edit at the top right of the table. From there, you can choose which columns appear and put them in the order you like.
Can I group items with the same SID?
Yes, just turn the Group Items toggle to on.
Can I choose what is included in my export?
Absolutely! In the Export window, you can turn fields on or off so your file only has the information you need. Use Select All or Unselect All to change every field at once.
Will my export remember my field choices?
It can! Turn on Remember these selections in the Export window, and Sortly will keep your choices for next time.