How to View Daily Stock and Inventory Reports

Learn how to access, filter, and analyze daily stock availability using different inventory report views, including Overview, Patterns, and Classic tables.

By Reservety

This guide shows you how to access, filter, and interpret your daily stock reports.

By completing these steps, you will be able to track item availability, analyze utilization trends, and confidently manage your rental schedules.

This guide is intended for rental store administrators and inventory managers who need to monitor product availability during their daily scheduling workflows.

Navigating to Daily Stocks

1
Log in to your admin dashboard.
2
Click Availability in the main navigation sidebar.
Step #2: Click Availability in the main navigation sidebar.
3
Select Daily Stocks.
Step #3: Select Daily Stocks.

Filtering the Inventory Report

Before viewing your stock, specify the reporting period, category, or warehouse you want to analyze.

4
Select the reporting period start date from the top filter bar.
Step #4: Select the reporting period start date from the top filter bar.
5
Select the reporting period end date.
Step #5: Select the reporting period end date.
6
Click Apply to generate your availability grid.
Step #6: Click Apply to generate your availability grid.

Once applied, the daily stock schedule appears, indicating availability using numbers and color codes. Green cells indicate available inventory, while other colors represent different unavailable states.

Daily Inventory Report Views

The daily inventory report offers four different views tailored to specific needs:

Report View

Best For

Description

Overview

Quick inventory snapshots

A grid showing daily unit availability per product. Below the grid, it lists currently rented products and their dates.

Patterns

Optimizing operations

Analyzes utilization trends throughout the week, displaying average percentages by hour and day.

Product Details

Troubleshooting schedules

Focuses on a single product, providing a utilization graph and a list of associated bookings.

Classic Table

Specific date exports

Displays all rentals occurring on selected days alongside the number of rented vs. available units.

Using the Patterns View

7
Click the Patterns tab to analyze utilization trends and average percentages.
Step #7: Click the Patterns tab to analyze utilization trends and average percentages.

Using the Product Details View

8
Click the Product detail tab.
Step #8: Click the Product detail tab.
9
Click on a specific product name to reveal its utilization graph and exact booking history.
Step #9: Click on a specific product name to reveal its utilization graph and exact booking history.

Using the Classic Table View

If you prefer to see exact rental lists for specific date ranges, use the Classic Table view.

10
Click the Classic table tab.
Step #10: Click the Classic table tab.
11
Click Choose Start Date and select a starting date from the calendar picker.
Step #11: Click Choose Start Date and select a starting date from the calendar picker.
12
Click Choose End Date and select an end date from the calendar picker.
Step #12: Click Choose End Date and select an end date from the calendar picker.
13
Review the list of items rented, the quantities rented, and the remaining available units for that period.
Step #13: Review the list of items rented, the quantities rented, and the remaining available units for that period.

Q: What do the different colors mean on the Overview grid?

A: Green cells indicate available inventory for that specific date. Other colors represent different states, such as rented or unavailable items.

Q: How can I identify my busiest times to adjust pricing?

A: Use the Patterns tab. It displays your average utilization percentages by hour and by day, allowing you to easily identify busy periods and optimize your pricing and staffing accordingly.

Term

Definition

Overview Report

A quick-snapshot grid where rows represent products and columns represent dates, showing daily available unit counts.

Patterns Report

An analytical view that displays average item utilization percentages by hour and day to expose rental trends.

Product Details Report

A dedicated view for a single product featuring a detailed utilization graph and full booking history.

Classic Table

A traditional list view showing all active rentals and available inventory quantities for a specified start and end date.