Table of Contents

Inventory Standard Reports

The Inventory app ships with the pre-built Power BI reports below. Start with the Summary page, then drill into the specialized reports.

Reports in this module

Report What it covers
Summary (this page) The central cockpit for monitoring overall inventory health based on Dynamics 365 Business Central data.
By Location A location-centric view on inventory, to balance stock across warehouses and sites.
By Item An item-centric view on inventory, to manage stock health item by item.

Summary

The central cockpit for monitoring overall inventory health based on Dynamics 365 Business Central data.

One management-level screen to see where inventory stands right now: on-hand quantity and value, stock and movement trends, cost-price development and inventory-value adjustments - all with year-over-year context.

At a glance

Generated from the report definition (Summary / Summary).

  • Key visuals: 3× line chart, lineStackedColumnComboChart

What this report helps you do

  • Understand overall inventory health quickly for the selected period, location and item scope
  • Identify long-term trends in issued and receipt quantities via the movement chart
  • Track on-hand / stock development in both quantity and valuation
  • Monitor cost-price development and inventory-value adjustments
  • Decide where to investigate further - by location or by item on the dedicated pages

Filters & slicers

Filter What it does
Client Selects the D365 BC company / tenant; compare entities in multi-tenant scenarios.
Period (relative) Sets a relative time frame (e.g. Last 5 Years) via the date slicer.
Period (year / month) Focuses the analysis on specific calendar years and months.
Location Restrict all KPIs and visuals to selected inventory locations.
Item Focus on specific items or item categories.
Unit Choose the unit of measure used for quantity-based KPIs.

Using these filters consistently ensures that all KPIs, trends and breakdowns reflect the exact scope you want to analyse (e.g. stock of a specific item group at a defined location in the last fiscal year).

Visuals on this page

KPI Summary Tiles

Gain a quick, management-level view of inventory health.

  • OnHand CostAmount Posted reveals the total posted value of on-hand inventory.
  • OnHand Quantity shows the total quantity currently on hand.
  • # Items OnHand counts the distinct items in stock.
  • Reach (Days) indicates how many days current stock is expected to last.
  • Turnover Rate (per Yr) measures how often inventory turns over per year.

Inventory Movements

A combined column/line chart comparing monthly receipt quantity (Quantity Receipt) and issue quantity (Quantity Issue) against the on-hand quantity (Quantity).

  • Identify long-term trends and seasonality in inbound and outbound flows
  • See whether receipts keep pace with issues over time

On-Hand / Stock Development

A line chart tracking on-hand quantity (OnHand Quantity) and posted inventory value (OnHand CostAmount Posted) over time on a dual axis.

  • Follow how physical stock and its valuation evolve together
  • Spot build-ups or depletions of stock and value

Cost Price Development

A line chart comparing the on-hand cost price (OnHand CostPrice) with the transactional cost price (CostPrice) over time.

  • Detect rising or falling cost prices that affect inventory value
  • Understand how average on-hand cost price lags current cost price

Adjustments

A line chart showing inventory-value adjustments (CostAmount Adjustment) over time.

  • Track the magnitude and timing of inventory-value corrections
  • Flag periods with unusually large adjustments for review

Typical use cases

  • Executive Inventory Overview — Use the KPI cards and trend charts to assess whether stock levels, value and reach are on track for the selected scope.
  • Movement & Trend Monitoring — Monitor the receipts-vs-issues chart and stock development to detect long-term shifts and seasonality in inventory flows.
  • Inventory Valuation Review — Use the cost-price and adjustment charts to understand how valuation and cost effects move the inventory value.
  • OnHand CostAmount Posted
  • OnHand Quantity
  • # Items OnHand
  • Reach (Days)
  • Turnover Rate (per Yr)

See the full KPI & measure catalog for definitions and formats.

Edit this page