Accessing Reports
Reports are available to all users with the Manager role. To access them, select Reports from the main navigation. The reports page lists all available reports along with quick-access links to the most commonly used views.Field workers do not have access to the Reports section. If a team member needs reporting access, update their role to Manager in User Permissions.
Available Reports
Job Costing Breakdown
The Job Costing Breakdown report shows you exactly what each job cost to complete — broken down by materials used, unit costs, and gross margin. This report answers the question your estimators need answered: did this job come in at or under budget? Key data in this report:- Materials used per job — every item pulled from inventory for that job, with quantities and unit costs
- Total material cost — the sum of all materials used
- Labor cost (where logged) — field hours attributed to the job
- Gross margin — revenue minus costs, calculated per job
- Date range filters — review costing by week, month, quarter, or custom period
User Activity Report
The User Activity Report gives you a full log of every action taken by every user in your account — who logged materials, who checked out equipment, who updated a job status, and when. It’s your accountability layer. Use this report to:- Verify that field workers are logging material usage accurately
- Investigate discrepancies between what was pulled from inventory and what appears on a job record
- Review activity during a specific date range for performance or HR purposes
Material List
The Material List report gives you a complete snapshot of all materials in your inventory — quantities on hand, location, and usage history. It’s useful for:- Conducting physical stock counts and reconciliation
- Planning procurement before upcoming jobs
- Sharing current stock levels with suppliers or project managers
Inventory Trends Dashboard
The Inventory Trends section of your dashboard shows you how your inventory levels change over time. Rather than a point-in-time snapshot, trends give you a picture of consumption patterns across weeks and months. From the dashboard, you can see:- Which materials are being consumed fastest
- Which items are accumulating without being used (tying up capital)
- How usage spikes around busy seasons or large project phases
Profit Recovery Calculator
The Profit Recovery Calculator is a standalone tool available at inventory-hq.com/calculator. It estimates how much revenue your business is likely losing to the most common margin-killers in roofing and trades contracting.Commission Overpayment
Estimates how much you’re overpaying in sales commissions due to inaccurate job costing — a common problem when material usage isn’t tracked precisely.
Material Shrinkage
Calculates the value of materials that are purchased but never make it onto a job record — lost to theft, waste, or untracked usage.
Equipment & Asset Loss
Shows the cumulative cost of equipment that goes missing or unaccounted for when there’s no tracking system in place.
ROI Multiplier
Combines the above factors to show your projected return on investment from implementing InventoryHQ — the dollar value of profit you recover versus the cost of the platform.