How to Generate and Customize Inventory Reports

This guide explains how you can generate, customize, and export inventory reports in Zoho Inventory.

1. Open your web browser.
2. Go to Zoho Inventory.
3. Log in using your Zoho credentials.
4. Select your organization if prompted.

1. On the left-hand navigation menu, click Reports.
2. The Reports page opens showing multiple report categories.

1. Under Inventory Reports, click Inventory Summary.
2. The report displays item-wise stock data.

1. Click Filter or Customize at the top of the report.
2. Select filtering options such as: Date Range and Item Name
3. Click Apply.

1. Click Customize Columns.
2. Select or deselect columns such as: SKU, Purchase Rate, Sales Rate, Stock Value, etc.
3. Save the customization.

1. Click Export at the top of the report 
2. Choose the export format: PDF, Excel (XLS), or CSV. 
3. Download or share the report.