These reports can be found on the "All Reports" page under the "Products" tab.
📦 Product Inventories
Formerly called "Product Report"
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📋 What
The Product Inventories report provides a detailed snapshot of all active (or inactive) products across one or more locations. It helps staff monitor stock levels, compare local vs. global pricing, and identify which products may need to be reordered. This report is ideal for inventory management, especially in retail or concessions.
🔑 Key features
Filter by:
Location(s)
Product Categories and Subcategories
Product Status (Active or All)
Maximum Quantity to find low-stock items
Optional display toggles:
Show Date Last Used
Show Product Details
Show Taxes
Each row includes:
Product Name and ID
GL Code
Location
Global Price and Location-Specific Price
Quantity On Hand
Date Last Used (if enabled)
UPC Code, Category, and Subcategory
Cost, and for apparel, Gender and Size
Exportable to CSV or PDF for inventory audits or stock checklists
✅ When to use it
Use this report when checking product availability, preparing for reordering, or auditing inventory levels across one or more facilities. It’s especially useful before major events, seasonal transitions, or internal restocks.
💡 Pro Tips
Use the Quantity filter to instantly spot products that are low or out of stock. If you're managing multiple locations, compare Global vs. Location Price to catch inconsistencies or special pricing. For clothing and gear, apparel-specific fields like Gender and Size can help when reviewing merchandise offerings or placing vendor orders.
🛍️ Product Sales
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📋 What
The Product Sales report displays a list of product transactions over a specific time period. You can search by either individual product or GL code to isolate specific sales activity. This report helps you track who sold what, when, and to whom, across different locations and employees.
🔑 Key features
Search by Product or GL Code
Filter by:
Location
Employee
Start/End Date & Time
Optional checkboxes to include:
Team & Employee Credits
Customer Contact Information
Product Cost
Results show:
Invoice # (clickable)
Date
Customer Name (clickable)
Employee
Product
Quantity, Price, Discount, and Total
Totals displayed at the bottom
Exportable as CSV or PDF
✅ When to use it
Use this report when you need to analyze product-level sales or reconcile GL revenue. It's useful for verifying how many units were sold, who sold them, and how much was earned. Great for financial reconciliation, product audits, and employee sales tracking.
💡 Pro Tips
Searching by GL code helps group similar product types together for broader financial views. Check "Include Product Cost" to assess margins. Export the report to CSV for further analysis by invoice, staff member, or product category.
🧾 Purchase Orders
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📣 Want to learn how to set up and manage registration add-ons?
Check out our Help Center article to learn more about creating upsell products and how they appear in the Purchase Order Report:
📋 What
The Purchase Order Report displays a list of product purchases tied to add-on or upsell items (such as meals, rentals, or merchandise) within a selected date range. It shows which orders have been fulfilled and which still need attention. This report is most commonly used to prepare and deliver products associated with camp or class registrations.
🔑 Key features
Filter by:
Date Type: Choose between Delivery On or Purchased On
Date Range: Start and End Dates required
Location
Program(s) (multi-select)
Season, Level, and Roster (multi-select)
Displays per order:
Order ID and clickable Invoice #
Product Name
Customer Name
Associated Roster
Delivery Date and Purchase Date
Delivery Status (e.g., 0/1 Delivered)
Checkbox to mark item as Fulfilled
Sortable Columns
Export to CSV or PDF for tracking and handoffs
✅ When to use it
Use this report to prepare for product fulfillment—like meals or gear tied to events. It's ideal for staff organizing deliveries during camps, classes, or rentals who need a clear view of what was ordered, when it's due, and whether it's been fulfilled.
💡 Pro Tips
Access this report directly from a roster page when managing orders for a specific camp or session—this will pre-filter the results for you. Use the "Delivery On" date filter to sort by the expected handout day. Export to CSV and filter by "Delivered" status to print a fulfillment list or reconcile post-event.
