Inventory reports

Inventory Reports gathers everything an administrator or supervisor needs to decide what to reorder in one page: current stock levels, how fast PACEs are being used, which items are running low, which assigned PACEs have no matching stock record, and what is happening in the library. Find it under Programs & Resources > Inventory > Inventory Reports. Administrators can always open this page. A supervisor can too, once an administrator has granted them at least view access to inventory. Only administrator and supervisor accounts can reach the inventory area at all; other roles do not have inventory access.

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Report summary at a glance

At the top of the page, a filterable summary shows items tracked (split between PACE and library), how many items are low on stock, how many PACEs are at risk of running out within two weeks, and how many library books are overdue. A filter narrows the whole summary to PACE items only or library items only. Below it, a chart breaks stock on hand down by category so you can see at a glance where the bulk of your stock sits.

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Stock on Hand

The Stock on Hand report lists every tracked item, PACE or library, with its current quantity. An item is flagged low when its quantity on hand is at or below its reorder threshold, and that threshold is greater than zero. Setting a reorder threshold of 0 turns off the low flag for that item, so items you do not want to track for reordering (uncommon items, one-offs) will not clutter the report. You can filter the table by item type, location, and category, sort it by name or quantity on hand, and refresh it without leaving the page. Download CSV exports the rows currently shown, respecting your filters.

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Low-stock widget and alerts

A low-stock panel sits on the reports page and lists every item currently at or below its reorder threshold. Items at or below zero are marked in the destructive colour; items above zero but at or below threshold use the warning colour. When nothing is low, the panel shows “All stock above threshold.” When a shipment or a positive adjustment brings a previously low item back above its threshold, a complementary restock-recovery notice fires for the same audience.

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PACE burn-rate and stock-out forecast

The burn-rate forecast estimates, for each PACE item, how many days of stock remain and when it will run out. For each item it calculates the average daily usage from issue movements over a lookback window you choose (7, 30, or 90 days, defaulting to 30), then divides remaining stock by that rate to project days remaining and a stock-out date. Rows with fewer than 14 days remaining are highlighted so they stand out against the rest of the list. An item with no issue activity in the selected window shows “No usage data” instead of a forecast, since there is no usage rate to project from. Use the Download CSV button on this report to download the name, PACE number, average daily usage, days remaining, and projected stock-out date for the selected lookback window.

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Untracked PACEs nudge

When a PACE is assigned to a student but no inventory item exists for that PACE number and subject, there is nothing to reduce, so the assignment does not affect stock. The untracked-PACEs nudge is a dismissible callout on the reports page that names the first untracked PACE and how many others exist. Dismissing it is remembered per browser.

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Library overview

The library section of the reports page shows the ten most-borrowed library items and every overdue, still-out, non-lost checkout, sorted with the most overdue first, along with days overdue for each. This report reads from the same records used for PACE stock, filtered to the ones marked as library items, while day-to-day checkout and return actions live in the library feature.

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Movement ledger

Every change to stock, whether a shipment, an assignment issuing a PACE, a return, a loss, or a manual adjustment, is recorded as an entry in the movement ledger rather than as a direct edit to the quantity. The ledger view at Programs & Resources > Inventory > Inventory Movements shows each movement’s item name, signed delta (green for increases, red for decreases), the name of the staff member who performed it, any notes, and the timestamp. You can filter the ledger by item, by reason (purchase, issue, return, loss, or adjustment), and by date range. Click Export CSV to download the rows matching your current filters, including who performed each one, useful for reconciling a shipment or preparing figures for a meeting or audit.