Use Inventory Reports in Katana to analyze stock levels, track movements, and understand valuation over time. These reports help you:
Monitor current stock levels.
Track all incoming and outgoing stock movements.
Evaluate the value of inventory at different points in time.
By using inventory reporting, you can optimize stock management, reduce holding costs, and align inventory levels with business needs.
Viewing inventory reports in Katana
Katana provides a quick way to view stock movements for each product or material using Inventory intel.
Steps to access Inventory intel:
Go to the Stock screen.
Make sure you are viewing a single location (reports will not load if "All locations" is selected).
Click on the In stock quantity of a product or material.
The Inventory intel report will open, showing:
Related documents: sales orders, manufacturing orders, purchase orders, and stock adjustments.
Changes in In stock quantity.
Updated stock balances after each movement.
This gives you a detailed audit trail of how stock has changed over time.
Advanced reporting with Easy Insight
For more advanced reporting and visual dashboards, Katana integrates with Easy Insight — a cloud analytics platform.
With Easy Insight, you can:
Use pre-built inventory report templates.
Edit existing reports to match your workflow.
Create custom dashboards for deeper insights into inventory trends and performance.
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