Report Builder Overview
The Recurrency Report Builder leverages powerful features to optimize your inventory management experience. You can leverage this feature by following the steps below:
Accessing Inventory Explorer: Navigate to the Inventory Mission Control tab and click to "Explore" one of the Status graphs on the left-hand side of your screen.
Customizing Column Display: Upon accessing the Inventory Status Explorer, you'll view the default columns - but Recurrency gives you the ability to customize what information you are seeing. Look for the multi-select dropdown labeled "Columns" on the dashboard interface. Click on the dropdown to reveal additional column options for display.
Selecting Columns: Review the list of available columns and choose the ones you wish to add to the dashboard view by clicking on them. You can select multiple columns based on your preferences and analytical needs.
Saving Column Preferences: Once you've selected your desired columns, the page will automatically update to reflect your choices the next time you access Recurrency.
Utilizing Additional Insights: Take advantage of new fields such as unique customer counts and unique hits to gain deeper inventory insights. Explore historical aggregation options to analyze inventory trends over different timeframes.
💡 Note that this feature will continue being upgraded, with new fields being added over time.
Understanding Inventory Summary Totals and Filters
The totals shown in your Inventory Summary reflect the combined value of all inventory currently visible in your view. These totals will change as you apply or remove filters, since items can contribute value to multiple stock status categories (e.g., Normal, Understock, Overstock).
For example, if an item’s net stock is greater than its maximum stock, the item is considered Overstocked. However, only the quantity up to the maximum stock is counted as Normal Stock value, while the excess contributes to Overstock value.
For example, if an item has 10 units on hand but a max of 8, it’s technically overstocked — but 8 of those units are still counted as “normal stock value,” and only 2 are “overstock value.”
When you filter by “Overstock” only, for example, that item (and its normal portion) is excluded — resulting in a lower total than the unfiltered view.
This can look confusing, but it’s intentional: totals are calculated based on the rows included in your filtered view rather than static status definitions. The logic ensures inventory value reflects both how much stock exists and how it’s distributed across status thresholds.