What You'll Learn
How to access the Product Usage Report
How to filter for stock/materials usage
What data the report shows
How to use the report effectively
Overview
The Product Usage Report has replaced the legacy Used Stock Report. This report tracks products that have been marked as "performed" on service tasks over a specified time period.
Important: This report only includes products that technicians or office staff have marked as "performed" on tasks. Products added directly to invoices without being performed on a task will not appear in this report.
How to Access the Product Usage Report
On the Uptick Web Platform:
Click Insights and Reports in the navigation bar
Navigate to Sales and Quoting section
Select Product Usage Report
Filtering for Stock/Materials:
To view only stock items (materials):
Open the Product Usage Report
Use the Product Type filter
Select Material from the dropdown
This will show you only the materials/stock used during your selected time period.
Understanding the Report
What Data Does It Show?
The Product Usage Report displays:
Product name and details
Quantity used during the selected period
Technician who used the product (when grouped by technician)
Cost information for the products used
Date range based on when tasks were performed
How to Use the Report:
Group and Sort Your Data:
Drag column headers to create groupings (e.g., drag "Name" then "Technician" to see which technicians used which products)
Click column headers to sort in ascending or descending order
Filter by Date Range:
Use the Performed After and Performed Before filters to specify your reporting period
The date filters are based on when the task was marked as "performed"
Export Your Data:
Click the Download button to export the report as a CSV file
Use the exported data for inventory tracking, accounting reconciliation, or bulk ordering decisions
Key Differences from the Legacy Report
The Product Usage Report offers improvements over the old Used Stock Report:
More filtering options - Filter by product type, technician, date range, and more
Better grouping - Drag and drop columns to create custom groupings
Integrated with Insights - Part of the comprehensive Insights and Reporting suite
Real-time data - Updates automatically as tasks are performed
Common Use Cases
Track Stock Consumption
Filter by "Material" product type to see all stock items used in a specific period. This helps with:
Inventory reconciliation
Reordering decisions
Cost tracking
Monitor Technician Usage
Group by technician to see which products each team member is using. Useful for:
Van stock management
Performance tracking
Training needs identification
Accounting Integration
Export the report to reconcile stock usage with your accounting system (Xero, MYOB, QuickBooks, etc.).
Important Notes
What's Included:
Products marked as "performed" on service tasks
Both stocked and non-stocked products (filter by Material type for stock only)
Products used from warehouse inventory
Products added to tasks by technicians or office staff
What's NOT Included:
Products added directly to invoices without being on a performed task
Products from purchase orders that haven't been used on tasks yet
Draft or incomplete tasks (must be marked as "performed")
Need More Help?
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Still have questions? Contact Uptick Support through the help icon in your platform.