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Report FAQs

Reports: frequently asked questions

We’ve put together a list of frequently asked reporting questions that the inFlow community has reached out to us about when working with popular reports.

Sales reports

Sales by Product Summary report

Does this report include deactivated items?

No – the Sales by Product Summary report doesn’t include deactivated items. This will affect the Cost of Goods Sold calculation in this report, as your deactivated products aren’t included. 

Workaround: generate a Sales by Product Details report to include deactivated items.

  1. In the filter fields on the left side of the report, click on the Products field and then “Select products…”
  2. In the Product Selection screen, click into the Show field, select “Show All,” and hit Refresh
  3. Move ALL the products in the left panel to the right panel, and hit Select, then Generate Report

Sales by Product Details report

What does Sales Cost mean?

Sales Cost is the cost per unit of your product. 

How does inFlow generate the data for the Location column?

The location column displays the location that was recorded on the sales order, not necessarily where the product was when it was sold. 

Sales Order Profit report

How does inFlow calculate the Cost column?

Cost is the product cost value + non-customer costs on the sales order.

How does inFlow calculate the Cost of Goods Sold column?

Unlike the cost of goods sold, it does not include non-customer costs. Please see here for a breakdown of how inFlow calculates the Cost of Goods Sold (COGS).

If you don’t have any non-customer costs on the sales order, you’ll find that the COGS and Cost values will match in the report.

Inventory reports

Inventory summary report

How does inFlow calculate Total Sales Value?

Total Sales Value is calculated based on your quantity owned, not quantity on hand (like in the Inventory Details report). 

Inventory details report

What does the Quantity field mean?

In this report, the Quantity field shows your on-hand quantity.

How does inFlow calculate Total Sales Value?

In this report, the Total Sales Value is calculated based on quantity on hand (as opposed to the Inventory Summary report, which calculates it based on quantity owned). 

Historical inventory report

How does inFlow calculate the Quantity Owned field?

This report calculates the quantity owned at the end of the day of the selected target date. Quantity owned is determined by the shipping date if shipping is enabled, or by the invoice date if shipping is disabled.

In other words, the Historical Inventory Summary report records that a product is removed from inventory on the date it is shipped or invoiced.

Inventory movement summary

How does inFlow calculate the Quantity On Hand field?

This report calculates your quantity on hand at the end of the day of the selected target date. Quantity On Hand is determined by the pick date on a sales order. 

In other words, the Inventory Movement Summary report records that a product is removed from inventory on the date it was picked.

Inventory Movement Details

How does inFlow calculate the Quantity field? 

This report calculates your quantity on hand based on the order date.

In other words, the Inventory Movement Details report records that a product is removed from inventory on the order date.

This report will not account for inventory that is not in a location (in transit, etc). 


Total inventory cost log

How does inFlow keep track of my total inventory value?

This report provides a transactional log of events that resulted in an increase or decrease in the database’s total inventory value.

While this report can help determine the cause of an inventory value change, this is not a direct QBO / Xero inventory adjustment breakdown report.

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1 Comment

  1. Rene Noergaad

    Any way to make a sales quote report ?

    Reply

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