Stock reports in WorkGuru provide real-time visibility into your inventory levels and how materials are moving through your business. They are used to track current quantities on hand, identify slow-moving or obsolete items, and ensure you have enough supplies to fulfill active projects without over-investing in excess stock. By analyzing stock usage and movement history, you can prevent project delays caused by shortages, accurately calculate the cost of goods sold, and maintain an organized audit trail of where your materials are being allocated.
- Production Job Output Lines by Date Pivot Report
- Stock Movements by Date Pivot Report
- Stock Demand by Date Pivot Report
- Stock Demand by Date and Transaction Pivot Report
- COGS Lines by Date Pivot Report
- Stock Used in Period Pivot Report
- Stock Levels at Date Pivot Report
- Stock Tabular Report
- Serial and Batch Products Sold in Period Pivot Report
- Serial and Batch Availability Pivot Report
- Product and Line Item Comparison Pivot Report
Production Job Output Lines by Date Pivot Report
This report brings together output lines from production jobs that started and were completed (or due for completion) within your selected period. This is your production performance tracker.
| Field | Notes / Expected Values | Description |
|---|---|---|
| DATE | DD/MM/YYYY | if in progress - show due date if completed - show completed date |
| DAY | numerical value | if in progress - show due date day if completed - show completed date day |
| DAYOFWEEK | text | if in progress - show due date day name if completed - show completed date day name |
| DESCRIPTION | text | line item description |
| DUEDATE | DD/MM/YYYY | production job due date |
| JOBDESCRIPTION | text | production job description |
| JOBNAME | text | production job name |
| QTR | month-month abbreviated | if in progress - show due date quarter if completed - show completed date quarter |
| STARTDATE | DD/MM/YYYY | production job start date |
| YEAR | numerical value | if in progress - show due date year if completed - show completed date year |
| FORECASTOUTPUT (sum) | numerical value | forecast output quantity |
| ACTUALOUTPUT (sum) | numerical value | actual output quantity |
| MONTH | text | if in progress - show due date month if completed - show completed date month |
| STATUS | text | production job status |
| JOBNO | numerical value | production job number |
| SKU | text | line item SKU |
| NAME | text | line item name |
Stock Movements by Date Pivot Report
This report shows all stock movements within the selected period based on effective date.
It’s your stock ledger view.
| Field | Notes / Expected Values | Description |
|---|---|---|
| DATE | DD/MM/YYYY | stock movement date / time |
| DAY | numerical value | stock movement date day |
| DAYOFWEEK | text | stock movement date day name |
| DESCRIPTION | text | stock movement description |
| ISACTIVE | TRUE, FALSE | Stock product active status |
| QTR | month-month abbreviated | stock movement quarter |
| QUANTITY | numerical value | stock movement quantity |
| SKU | text | stock product SKU |
| SOURCEDOCUMENTNUMBER | text | stock movement related transaction number (e.g. project number) |
| SUPPLIER | text | stock movement associated supplier |
| TRACKINGTYPE | Nonstock, FIFO, Batch, Serial | stock product tracking type |
| UNITCOST | dollar value | stock movement unit cost |
| USER | text | stock movement initiating user |
| WAREHOUSE | text | stock movement related warehouse |
| YEAR | numerical value | stock movement year |
| VALUE (sum) | dollar value | stock movement value |
| DIRECTION | IN, OUT | stock movement direction IN = increased stock OUT = decreased stock |
| MONTH | text | stock movement month |
| SOURCEMODULE | Purchase, StockUsage, StockUsageReversal, StockSale, StockAdjustment, ProductionJob. CreditNote, etc | stock movement related module |
| PRODUCT | text | stock movement product |
Stock Demand by Date Pivot Report
This report looks forward. It displays stock demand and potential shortages for projects and stock sales before the selected date. If something’s running low, this report will tell you.
| Field | Notes / Expected Values | Description |
|---|---|---|
| COSTPRICE | dollar value | product cost price |
| DESCRIPTION | text | product description |
| SUPPLIERCODE | text | product supplier code |
| SUPPLIERNAME | text | product primary supplier name |
| SURPLUS | numerical value | stock surplus assuming no shortfall exists (parent product and UOM separate) |
| TOTALQTYINCOMING | numerical value | total stock quantity incoming from purchases (parent product and UOM combined) |
| TOTALQTYUSED | numerical value | total stock quantity used (parent product and UOM combined) |
| TOTALREQUIRED | numerical value | total stock quantity forecast required (parent product and UOM combined) |
| TOTALREQUIREDQTY | numerical value | total stock quantity required (parent product and UOM combined) |
| TOTALSHORTFALL | numerical value | total stock shortfall (parent product and UOM combined) |
| TOTALSURPLUS | numerical value | total stock surplus (parent product and UOM combined) |
| REQUIREDQUANTITY (sum) | numerical value | total stock quantity forecast required (SKU based, if filtering UOM - only show UOM) |
| STOCKONHAND (sum) | numerical value | total stock on hand (display both Parent and UOM separate, UOM value based off of required parent value) |
| QUANTITYINCOMING (sum) | numerical value | stock incoming quantity (SKU based, if filtering UOM - only show UOM) |
| QUANTITYRECEIVED (sum) | numerical value | stock quantity received (parent product and UOM separate) |
| PRODUCTIONQTY (sum) | numerical value | stock production output in progress (parent product and UOM separate) |
| QUANTITYUSED (sum) | numerical value | stock quantity used (SKU based, if filtering UOM - only show UOM) |
| SHORTFALL (sum) | numerical value | total stock shortfall (SKU based, if filtering UOM - only show UOM) |
| SKU | text | stock product SKU |
| NAME | text | stock product name |
Stock Demand by Date and Transaction Pivot Report
This is the same demand logic — but broken down by transaction.
So instead of just seeing totals, this is your investigation report. If something’s short, this tells you why.
| Field | Notes / Expected Values | Description |
|---|---|---|
| COSTPRICE | dollar value | stock product unit cost price |
| DESCRIPTION | text | stock line item description |
| QUANTITYPURCHASED | numerical value | stock quantity purchased / received |
| SOURCEDESCRIPTION | text | stock related transaction description |
| SUPPLIERCODE | text | stock product details supplier code |
| SUPPLIERNAME | text | stock product details supplier name |
| REQUIREDQUANTITY (sum) | numerical value | stock required quantity |
| STOCKONHAND (sum) | numerical value | stock on hand quantity (display both Parent and UOM separate, UOM value based off of required parent value) |
| QUANTITYINCOMINGTOSTOCK (sum) | numerical value | stock incoming quantity (display both Parent and UOM separate, UOM value based off of required parent value) |
| QUANTITYINCOMINGTOSOURCE (sum) | numerical value | stock incoming quantity to source transaction (SKU based, if filtering UOM - only show UOM) |
| QUANTITYUSED (sum) | numerical value | stock quantity used (SKU based, if filtering UOM - only show UOM) |
| SHORTFALL (sum) | numerical value | stock on hand shortfall (SKU based, if filtering UOM - only show UOM) |
| SURPLUS (sum) | numerical value | stock on hand surplus (SKU based, if filtering UOM - only show UOM) |
| LINETYPE | Project, Production Job, Stock Sale, etc | stock demand source transaction type |
| SOURCENUMBER | numerical value | stock demand source transaction number (e.g. project number) |
| SOURCENAME | text | stock demand source transaction name (e.g. project name) |
| SKU | text | stock demand stock product SKU |
| NAME | text | stock demand stock product name |
COGS Lines by Date Pivot Report
This report brings together all COGS-related stock movements for the selected period.
COGS = Cost of Goods Sold. This is your financial reality check wrapped up in a report.
| Field | Notes / Expected Values | Description |
|---|---|---|
| DATE | DD/MM/YYYY | COGS movement date (stock movement date) |
| DAY | numerical value | COGS movement date day |
| DAYOFWEEK | text | COGS movement date day name |
| DESCRIPTION | text | COGS related stock movement description |
| ISACTIVE | TRUE, FALSE | COGS related stock product active status |
| MONTH | text | COGS movement date month |
| QTR | month-month abbreviated | COGS movement date quarter |
| REPORTINGCATEGORY1 | text | COGS movement related reporting category 1 (if enabled and imported from Xero) |
| REPORTINGCATEGORY2 | text | COGS movement related reporting category 2 (if enabled and imported from Xero) |
| SUPPLIER | text | COGS movement related product primary supplier |
| TRACKINGTYPE | Nonstock, FIFO, Batch, Serial | COGS movement related product tracking type |
| USER | text | COGS movement related product usage user |
| YEAR | numerical value | COGS movement date year |
| QUANTITY (sum) | numerical value | COGS related movement quantity |
| UNITCOST (sum) | dollar value | COGS movement unit cost |
| VALUE (sum) | dollar value | COGS movement value |
| DIRECTION | IN, OUT | COGS related movement direction IN = increased stock OUT = decreased stock |
| SOURCEMODULE | Purchase, StockUsage, StockUsageReversal, StockSale, StockAdjustment, ProductionJob. CreditNote, etc | COGS related movement module |
| SOURCEDOCUMENTNUMBER | numerical value | COG related movement transaction number (e.g. Stock Sale number) |
| SKU | text | COGS related movement SKU |
| PRODUCT | text | COGS related movement product name |
| WAREHOUSE | text | COGS related warehouse |
Stock Used in Period Pivot Report
This report summarises stock usage against Projects and dispatched stock sales within the selected period.
| Field | Notes / Expected Values | Description |
|---|---|---|
| DATE | DD/MM/YYYY | stock usage / dispatch date |
| DAY | numerical value | stock usage / dispatch date day |
| DAYOFWEEK | text | stock usage / dispatch date day name |
| DESCRIPTION | text | stock usage line item description |
| MONTH | text | stock usage / dispatch date month |
| QTR | month-month abbreviated | stock usage / dispatch quarter |
| SOURCEDOCBILLINGCLIENT | text | stock usage related transaction billing client (e.g. project billing client) |
| SOURCEDOCCLIENT | text | stock usage related transaction client (e.g. project client) |
| SOURCEDOCDESCIPTION | text | stock usage related transaction description (e.g. project description) |
| SOURCEDOCUMENTNAME | text | stock usage related transaction name (e.g. project name) |
| WAREHOUSE | text | stock usage related source warehouse |
| YEAR | numerical value | stock usage / dispatch date year |
| QUANTITYUSED (sum) | numerical value | stock usage quantity |
| FORECASTCOST (sum) | dollar value | forecast stock usage cost |
| ACTUALCOST (sum) | dollar value | actual stock usage cost |
| FORECASTSALEVALUE (sum) | dollar value | forecast line item value |
| SOURCEMODULE | Purchase, StockUsage, StockUsageReversal, StockSale, StockAdjustment, ProductionJob. CreditNote, etc | stock usage related module |
| SOURCEDOCUMENTNUMBER | numerical value | stock usage related transaction number (e.g. project number) |
| SKU | text | stock usage SKU |
| NAME | text | stock usage related product name |
Stock Levels at Date Pivot Report
This report shows your stock levels at a specific date.
It’s your snapshot report, telling you what you had on hand at that exact point in time.
| Field | Notes / Expected Values | Description |
|---|---|---|
| ADDRESS1 | text | related stock warehouse address line 1 |
| ADDRESS2 | text | related stock warehouse address line 2 |
| BRAND | text | stock related product brand |
| CATEGORY | text | stock related product category |
| COUNTRY | text | stock related warehouse location country |
| INCOMINGQTY | numerical value | incoming stock quantities |
| ISACTIVE | TRUE, FALSE | stock related product active status |
| LOCATION | text | stock related location in warehouse |
| MAX | numerical value | maximum set stock level filtered to warehouse |
| MIN | numerical value | minimum set stock level filtered to warehouse |
| NAME | text | stock related product name |
| POSTCODE | text | stock related warehouse postcode |
| SHOWONKIOSK | TRUE, FALSE | is configured to display on Kiosk |
| SKU | text | stock SKU |
| STATE | text | stock related warehouse state |
| SUBURB | text | stock related warehouse suburb |
| SUPPLIER | text | stock related product primary supplier |
| QUANTITY (sum) | numerical value | stock levels in warehouse |
| VALUE (sum) | dollar value | stock value in warehouse |
| WAREHOUSE | text | warehouse name |
| PRODUCT | text | stock related product SKU and name |
Stock Tabular Report
This one’s a bit different, there are no pivot fields here.
It’s a straight tabular stock view that can be thought of as your stock browser rather than a summarised report.
Serial and Batch Products Sold in Period Pivot Report
This report shows serialized or batched stock sold within the selected period.
It gives traceability for what went out the door.
| Field | Notes / Expected Values | Description |
|---|---|---|
| DAY | numerical value | stock movement date day (e.g. usage date, dispatch date, etc) |
| DAYOFWEEK | text | stock movement date day name (e.g. usage date, dispatch date, etc) |
| MONTH | text | stock movement date month (e.g. usage date, dispatch date, etc) |
| PHASE | text | product related phase (if applicable) |
| PROJECT | project number, or N/A for stock sales | product related project number |
| QTR | month-month abbreviated | stock movement date quarter (e.g. usage date, dispatch date, etc) |
| STOCKSALE | stock sale number, or N/A for projects | product related stock sale number |
| TRACKINGTYPE | Batch, Serial | product tracking type |
| TYPE | Used from Stock, Dispatched Stock Sale, Purchased for Project | transaction type that triggered the movement |
| YEAR | numerical value | stock movement date year (e.g. usage date, dispatch date, etc) |
| QUANTITY (sum) | numerical value | quantity sold / used (default quantity of 1 for serial tracked products) |
| PRODUCT | text | product SKU and name |
| CLIENT | text | related transaction client name |
| ORDER | Project number, Stock Sale Number, N/A, etc | related product transaction number |
| SERIAL | text | serial / batch number |
| DATE | DD/MM/YYYY | stock movement date (e.g. usage date, dispatch date, etc) |
Serial and Batch Availability Pivot Report
This report shows the availability of serialized or batched products at a selected point in time.
So instead of what was sold, this shows what is currently available.
| Field | Notes / Expected Values | Description |
|---|---|---|
| CATEGORY | text | product details category |
| DESCRIPTION | text | product details description |
| TOTALCOST | dollar value | stock total cost |
| TRACKINGTYPE | Batch, Serial | product details |
| QUANTITY (sum) | numerical value | current product stock quantity |
| WAREHOUSE | text | current product stock location |
| SKU | text | product SKU |
| NAME | text | product name |
| SERIALORBATCH | text | Serial / Batch number |
Product and Line Item Comparison Pivot Report
This one’s a bit of a diagnostic tool.
It compares the line item data to the underlying product data.
It helps you spot mismatched pricing, product links, account code inconsistencies and more.
| Field | Notes / Expected Values | Description |
|---|---|---|
| LINEITEMACCOUNTCODE | text | transaction line item account code |
| LINEITEMCOSTRATE | dollar value | transaction line item unit cost |
| LINEITEMDESCRIPTION | text | transaction line item description |
| LINEITEMSELLRATE | dollar value | transaction line item unit sell rate |
| MATCHINGNAME | TRUE / FALSE | TRUE if the line item name matches the underlying product name FALSE if the line item name does not match the underlying product name |
| MATCHINGSKU | text | TRUE if the line item SKU matches the underlying product name FALSE if the line item SKU does not match the underlying product name |
| PRODUCTACCOUNTCODE | text | product details account code |
| PRODUCTCOSTRATE | dollar value | product details unit cost rate |
| PRODUCTDESCRIPTION | text | product details description |
| PRODUCTSELLRATE | dollar value | product details sell rate |
| MATCHINGSCORE (sum) | percentage | 0-100% - the higher % = higher matching rate across fields |
| LINEITEMSOURCETYPE | Project, Production Job, Quote, Stock Sale | line item transaction source type |
| LINEITEMSOURCENUMBER | numerical value | line item transaction source number (e.g. project number) |
| LINEITEMSKU | text | surface level line item SKU |
| PRODUCTSKU | text | underlying line item product details SKU |
| LINEITEMNAME | text | surface level line item name |
| PRODUCTNAME | text | surface level line item name |
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