The Serials Tracking report shows where your serialized items are as of a chosen date — which units are out on orders and which are available.
Where to Find It
Reports → Product & Inventory Reports → Serials Tracking
What This Report Shows
Serial number, title, and SKU
Product name and variant, with location
Order number, client name, and client address
Order and event dates, and any project
Filters You Can Apply
Date — a single date (not a range). The report shows where each serialized item is as of this day.
Date type — base that day on the event date or the order start date
Order type and order status
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Keep these built-in behaviors in mind:
It is a single-day view, not a date range. Results reflect where items are on the one date you pick.
Only active serialized items are included, and deleted orders are excluded.
If you don't choose an order status, the report defaults to items that are created or rented out on that date.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Serials Tracking report, contact us at [email protected].