Overview
The Inventory Adjustment Report is an interactive, centralized Looker dashboard designed to help operations teams and administrators track the lifecycle of product movement over time. Rather than just showing your current inventory balance, this report surfaces historical data on exactly how inventory enters and leaves your organization.
By capturing every manual edit, system import, and event usage, the report serves as a critical asset for identifying transaction trends, performing cyclical audits, and maintaining comprehensive inventory control compliance.
What the Report Tracks
The report breaks down inventory modifications into two core categories:
Inventory Additions: Tracks new stock arriving in your system, including raw Excel/CSV item bulk imports and individual manual creation actions by team members.
Inventory Removals: Tracks stock leaving active visibility, primarily through manual user deactivations or automated item usage inside an Event/Case.
Available Data Columns
For every historical inventory change tracked, the report populates a granular breakdown containing:
Adjustment Type: The specific catalyst for the modification (e.g., Import, Manual Creation, Event Usage, Manual Deactivation).
Date: The exact timestamp of when the inventory change took place.
Actor: The name and system profile of the specific user who submitted or triggered the modification.
Container Info: Associated parent tracking details, identifying if an item was localized inside a kit, tray, or standalone deployment.
Accessing the Report
Role Permissions
To protect confidential asset data, visibility for this dashboard is strictly role-scoped. The report is accessible to users with the following organization roles:
Admin
Operations
Regional Manager
Distributor
Navigation Path
Log into your ConnectSx Console web application.
Select the Reports section from the primary navigation menu.
Locate the Inventory section on the main reporting dashboard.
Click on the Inventory Adjustment Report card to automatically load the Looker interface.
Key Strategies for Analysis & Reconciliations
Because report data updates daily, using the built-in filtering tools efficiently will dramatically streamline your standard audit procedures:
1. Isolate Trends with Date Range Filters
Utilize the date range constraint at the top of the dashboard to zero in on specific timeline milestones (such as month-end close or a specific quarterly surgical surge). Analyzing spikes in additions versus removals helps calibrate asset procurement forecasts.
2. Streamline Discrepancy Audits
When physical stock levels do not align with warehouse records, cross-reference your findings against the report by targeting the specific item description or container context. Look closely at the Actor column to determine who originally initiated the electronic modification, allowing you to quickly trace the root cause of systemic discrepancies.
3. Track Deactivation Rationale
Review all manual deactivations systematically. By looking at the adjustment attributes alongside specific dates, compliance managers can ensure that expired, damaged, or returned items are being appropriately decommissioned inside the system rather than sliding into unmonitored statuses.