Who can see this report
Reporting is only available to users with the Admin role in the company. If you do not see the Reporting link in the menu, ask your administrator.
What this report shows
The Usage vs Restock tab on the Reporting page compares how much of each product your agency consumed in a month against how much you received. It answers a simple question: are you keeping up with demand? The report covers the last six months, broken down month by month.
Reading the report
Each row shows one product for one month, with these columns:
- Month
- Item — the product name
- Units Used — total units that left your inventory that month
- Units Restocked — total units that entered your inventory that month
- Variance — restocked minus used. A green up-arrow means you added more than you used; a red down-arrow means you used more than you added.
Worked example
Looking at March data for 4x4 Gauze Pads:
- Usage: 120 packs
- Restock: 80 packs
You used 40 more packs than you replaced. If this continues, you will run out. You need to increase your next order or set up a standing order with your supplier.
Spotting trends
Look at several months side by side. If usage spikes every summer (maybe due to more outdoor events and higher call volume), you can plan ahead and stock up in May. If usage drops in winter for certain items, you can order less and avoid waste.
Tips
- Review this report monthly. It takes five minutes and can prevent stockouts.
- Share the report with your purchasing department or the person who places orders. Data-driven ordering is more accurate than guessing.
- If a product consistently shows usage far above restock, consider raising the PAR level so the dashboard alerts you sooner.