Inventory

How to choose a reporting period in Inventory reports

Use the reporting period filter to analyse stock movement, losses, sales, and value for a selected period.

The reporting period controls the time window used by the Inventory reports page. Changing the period recalculates stock movement, losses, sales, damage, low-stock activity, dead stock, and removal reasons for that selected period.

How to use it

  • Open Inventory.
  • Tap Inventory reports.
  • Find the Reporting period section.
  • Choose the period you want to analyse.
  • Tap Apply.
  • Use Reset if you want to return to the default reporting view.

What changes when you apply a period

  • Stock loss figures update for that period.
  • Damage, expiry, and returns figures update for that period.
  • Fastest-moving items update for that period.
  • Most sold items by KSh update for that period.
  • Manual corrections update for that period.
  • Removal reasons update for that period.
  • Dead stock and low-stock sections update based on the chosen reporting window.

When to use Last 7 days

  • Use Last 7 days for quick weekly checking.
  • This is useful for daily shops, kiosks, food businesses, and mini-marts where stock moves frequently.
  • It helps you see recent stock problems quickly.

When to use Last 30 days

  • Use Last 30 days for a broader monthly view.
  • This helps you identify slower trends.
  • It is useful before placing bigger supplier orders.
  • It is useful when reviewing stock value and slow-moving stock at month end.

Good habit

  • Review Inventory reports at least once a week if your business sells physical goods every day.
  • For busy shops, check low stock and fast-moving items daily.

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