Instinct Stockroom includes built-in Analytics to help Practice Admins monitor inventory value, product usage costs, stockout trends, and supplier performance. Analytics are accessible only to Practice Admins.
Report categories
Analytics are organized into four report categories. Each includes a Summary view with charts and graphs and a Details view with sortable, exportable data.
Inventory Valuation: Tracks the total value of your inventory across locations. Value is calculated as (QoH ÷ unit ratio) × buying cost. Broken down by inventory tag, priority, and location.
Cost of Goods Sold: Tracks the cost of products depleted through treatments, invoices, and other activity. Broken down by priority, location, and inventory tag over time.
Inventory Stockout: Tracks how often products run out of stock. A stockout is recorded when a product is used and its QoH falls below its minimum QoH by the end of the day.
Suppliers: Tracks product costs and quantities received by supplier over time.
Filter reports
All reports can be filtered to narrow results. Common filters include:
Location
Date range — preset options (today, last 7 days, last 30 days, etc.) or custom date ranges
Inventory tags
Product
Priority
Hover over any chart or graph to see a detailed tooltip with values and breakdowns.
Export and print reports
Any chart, graph, or data table can be exported using the 3-dot menu in its top-right corner.
Charts and graphs: Export as PNG, CSV, XLSX, or JSON
Tables: Export as CSV, XLSX, or JSON
Full tab export: Export the entire tab as a PDF for easy sharing and printing
Still need help?
Contact support via live chat or email [email protected].
