Articles on: Reports

Download inventories by client

In this article, we'll go over how to keep track of how much of each product your clients have.

From the web portal, you'll need to click on Reports and goals, then select Download Inventories by client:

This screen will show you your client's inventories and how much they have of each of your products:

You can click “Show” in each column to check the current stock of each product in the client’s possession. You can also download the current or historical inventory file, which you can filter by product family or by individual product.

Another way to find the client's inventory is by clicking on Loaded inventories on the client's details:

Or when looking at the product's details, you can click on Client inventories to view how much of each product your clients have:

You can download this information as an Excel file to further analyze it.

Send us a message in the chat if you have any questions!

Updated on: 11/19/2025

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