The Stock Trends Report allows you to easily track the status of your inventory items, including the quantity and value of products that are:
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Products that are currently in stock
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Products that are lost
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Products that are sold
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Products that have been refunded
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Products that have been purchased
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Products that are only for Business Use
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Products that have been unsold during the date range you set
You can also use various filters to narrow the report, export it to Excel or PDF, and print a copy for your records.
Prerequisites: This feature is available for all Vagaro businesses.
To run the report:
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Go to → → → . The report will automatically run this month's data with no filters.
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Set a Date Range for your report:
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Near the top of the screen, select the Date Range field.
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Select a preset date range, like Last 30 Days or This Year, or select Custom to set a more specific date range. Select Apply to save.
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To filter the report, select the Filter
button and select the following filters as needed:
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Brand: Filter the report for one brand.
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Product Type: Filter the report for one product type. The options available depend on the brand selected.
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Business Location (multi-location only): Run the report for another location.
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Product: Filter the report for one product. The options available depend on the brand or product selected.
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Select Run Report.
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Optionally, select the Action
button to print a copy of your report or export it to PDF or Excel.
To run the report:
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Go to → → .
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Set a date range for your report:
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Select the box under Date Range to open the date picker.
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On the right of the date picker, you can select a preset date range, like Last 30 Days or This Year, or manually select a date range in the FROM and TO calendars.
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Select Submit.
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Select your report filters as needed:
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Brand: Filter the report for one brand.
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Product Type: Filter the report for one product type. The options available depend on the brand selected.
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Select Advanced Filters to filter further:
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Business Location (multi-location only): Run the report for another location.
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Product: Filter the report for one product. The options available depend on the brand or product selected.
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Select Run Report.
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Optionally, you switch between the Grid View and Chart View in the upper-right corner.
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Grid View: Display your data in a graph.
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Chart View: Display your data in a table.
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Below Chart View, select the Month list to segment the report by Day, Week, Month, or Year.
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Below Grid View, select the Quantity list to switch between Value and Quantity.
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Value: The total monetary value by status.
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Quantity: The total units per status.
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Optionally, select Export to export the report to an Excel spreadsheet or PDF. Select Print to get a paper copy.
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Select Export to export the report to an Excel spreadsheet or PDF.
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Select Print to get a paper copy.
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