April 4, 2025
Inventory management is crucial to the success of any business, especially for companies dealing with large quantities of products across multiple locations. To stay competitive, businesses need to track their inventory accurately, optimize supply chain operations, and make data-driven decisions. Fishbowl Inventory, a leading inventory management software, empowers businesses with the tools they need to efficiently track inventory and generate reports that provide real-time insights into their operations.
ConverSight enhances Fishbowl’s powerful inventory tracking system by layering AI-driven analytics and intelligent reporting, providing businesses with deeper insights, real-time visibility, and enhanced decision-making capabilities. This collaboration provides businesses with deeper insights, real-time visibility, and enhanced decision-making capabilities. By integrating ConverSight’s intelligent reporting tools with Fishbowl’s inventory management platform, businesses can streamline operations, reduce inefficiencies, and leverage data-driven insights for smarter inventory control. This partnership is essential for companies aiming to optimize workflows, improve forecasting accuracy, and drive overall supply chain efficiency.
In this blog post, we will dive into the world of Fishbowl Inventory Reports and explore how businesses can leverage custom reports to enhance their inventory management.
One of the standout features of Fishbowl Inventory is its ability to generate custom reports. ConverSight turns Fishbowl’s static reports into AI-powered intelligence, automatically surfacing insights, identifying trends, and proactively addressing inventory challenges before they impact operations. With ConverSight, businesses don’t just generate reports—they gain actionable intelligence, predictive forecasting, and real-time automation that helps optimize inventory like never before.
Rather than simply generating static reports, businesses can use ConverSight’s intelligent reporting tools to automate real-time alerts, uncover inefficiencies, and receive predictive insights into inventory trends. This integration transforms custom reporting into a proactive decision-making tool, rather than just a historical analysis.
Custom reports are critical for businesses that require more than just the standard pre-built reports offered by inventory management software. The ability to create custom reports enables you to:
When combined with ConverSight’s AI-powered analytics, Fishbowl Inventory’s custom reporting capabilities become even more powerful, enabling businesses to gain deeper operational insights and automate critical decision-making processes. With the right reports in place, businesses can track performance more effectively and adjust strategies in real-time to stay ahead of the competition.
With ConverSight’s AI-driven reporting, businesses can not only generate these reports but also receive automated insights and recommendations based on historical data and trends, enabling smarter forecasting and planning. Fishbowl Inventory supports a wide range of custom reports that businesses can create, including:
By building custom reports based on these categories, businesses can get a granular look into their operations, which helps improve productivity, reduce waste, and optimize workflows.
Before diving into how to build and customize reports in Fishbowl, it’s important to understand how the software works. Fishbowl Inventory is an inventory management system designed for small to mid-sized businesses to track inventory, manage orders, and optimize warehouse operations.
While Fishbowl provides essential tracking tools, ConverSight transforms these reports into AI-powered insights—helping businesses forecast demand, automate reporting, and make data-driven decisions faster.
Inventory Tracking: Fishbowl provides real-time inventory tracking, helping businesses maintain an accurate count of products on hand, in transit, and in production. With barcoding and RFID technology, Fishbowl ensures accurate and efficient tracking. ConverSight enhances this by analyzing historical trends, detecting inefficiencies, and predicting future demand, ensuring businesses always have the right inventory levels without overstocking or running out.
Fishbowl Inventory is highly customizable, which means businesses can tailor the system to suit their specific operational needs. From inventory tracking to custom reporting, Fishbowl is designed to give users full control over their inventory and supply chain processes.
By integrating ConverSight’s advanced AI-driven analytics, Fishbowl’s reporting functionality becomes even more intelligent, helping businesses identify patterns, automate data analysis, and make strategic inventory decisions with confidence.
Whether you’re an operations manager, warehouse supervisor, or financial analyst, Fishbowl makes it easy to create custom reports that deliver the insights you need. Here’s how Fishbowl produces custom reports:
1. Database-Driven Reports: Fishbowl’s custom reports are database-driven, meaning they pull data directly from the system’s database in real-time. This ensures that the data is always up-to-date and accurate when generating reports. Fishbowl uses advanced database queries to retrieve relevant data, which is then processed into a format that can be easily analyzed and visualized.
2. Drag-and-Drop Report Builder: Fishbowl Inventory includes a drag-and-drop report builder that allows users to create reports without requiring programming knowledge. The interface is intuitive, with fields for different data points (e.g., product name, SKU, quantity, price, etc.) that users can select and arrange as needed. This flexibility enables users to build complex reports in just a few clicks.
3. Pre-Built Templates: For those who want to get started quickly, Fishbowl offers a selection of pre-built report templates. These templates cover common reporting needs such as inventory status, sales analysis, and order tracking. Users can start with a template and then further customize it based on specific requirements.
4. Custom Filters and Grouping: Custom reports in Fishbowl allow users to filter and group data based on different criteria, such as location, product category, time period, or vendor. This filtering and grouping functionality allows users to create focused reports that highlight the most relevant data for their needs.
5. Export Options: Once a custom report is generated, Fishbowl allows users to export the report in a variety of formats, such as PDF, Excel, or CSV. This makes it easy to share reports with team members, stakeholders, or external partners.
6. Scheduling and Automation: Fishbowl also includes scheduling options, allowing businesses to automate report generation. For example, you can set up the system to automatically generate a sales report at the end of each day or a monthly inventory report at the beginning of each month. This automated process saves time and ensures that key stakeholders always have the latest data.
Building a report in Fishbowl Inventory is straightforward, even for users with no technical background. Here’s a step-by-step guide on how to create a report:
1. Log into Fishbowl Inventory: Begin by logging into your Fishbowl Inventory account and navigating to the Reports section from the main dashboard.
2. Select a Report Template or Start from Scratch: Fishbowl gives you the option to either select a pre-built template or start from scratch. If you choose to start fresh, you’ll be directed to the Report Builder interface.
3. Choose Data Sources: The next step is to choose the data sources for your report. Fishbowl pulls data from various sources, including sales, inventory, purchase orders, and production. Depending on your report’s focus, you’ll select the relevant data sets.
4. Drag and Drop Fields: In the drag-and-drop builder, you can choose which data fields to include in your report. These fields can be things like product name, quantity on hand, sales revenue, and more. Arrange these fields into the appropriate columns and rows for your report.
5. Apply Filters and Grouping: Next, apply filters to narrow down the data you want to include in your report. For example, if you only want to see inventory data for a particular warehouse or time period, apply filters to limit the data accordingly. Additionally, you can group data by categories such as product type, vendor, or region.
6. Preview the Report: Once your fields are in place and filters are applied, preview the report to ensure everything looks correct. Fishbowl allows you to make adjustments at any point during the process.
7. Save and Export: Finally, save your custom report and give it a name for easy reference. You can then export the report in your preferred format (PDF, Excel, or CSV) or schedule it for automatic generation at a later time.
By following these steps, you can build a custom report that suits your specific business needs and operational goals.
Customizing a report in Fishbowl Inventory involves modifying existing reports or fine-tuning your newly created reports. With ConverSight’s AI-powered automation, businesses can set up intelligent alerts and dynamically updated dashboards that eliminate the need for manual customizations while still ensuring the right data surfaces when needed.
Here’s how to customize a report:
1. Modify Report Layout: You can adjust the layout of your report by moving fields around, changing column widths, and formatting text. This helps you present data in a more readable and aesthetically pleasing way.
2. Add Calculated Fields: Fishbowl allows you to add calculated fields to your reports. For example, you can create formulas that calculate profit margins, inventory turnover rates, or total sales. These calculated fields can be added directly to the report, making it more informative.
3. Change Data Filters: If you want to refine the data in your report further, you can modify the filters. For instance, you can filter by product category, date range, or location to make the report more specific to your needs.
4. Personalize Grouping and Sorting: Customize the grouping and sorting of your data by rearranging the order of categories or applying different sorting criteria. For example, you might want to group products by sales volume or sort vendors by total purchase value.
5. Apply Conditional Formatting:Fishbowl also allows you to apply conditional formatting to highlight specific data points. For instance, you can apply a red color to inventory items that are below reorder levels or highlight products with the highest profit margins in green.
6. Save Customized Reports: Once your report is fully customized, don’t forget to save the changes for future use. You can also save multiple versions of reports for different needs, such as weekly sales reports, monthly inventory reviews, and quarterly financial summaries.
By customizing reports in Fishbowl, businesses can ensure they are always analyzing the most relevant and accurate data to support their decisions.
Fishbowl Inventory offers powerful reporting capabilities that help businesses track inventory, optimize supply chain management, and make data-driven decisions. Through custom reports, businesses can tailor their reporting to meet specific needs, such as tracking inventory turnover, sales performance, or purchasing trends.
By understanding how Fishbowl works, how to build and customize reports, and the importance of accurate, real-time data, businesses can unlock the full potential of their inventory management system. With the combined power of Fishbowl Inventory and ConverSight, businesses can transform raw data into strategic insights that drive efficiency, reduce costs, and optimize inventory management with AI-powered intelligence.
Want to see how ConverSight’s AI-driven analytics can enhance your Fishbowl reporting experience? Request a demo today and take control of your inventory with smarter, automated insights.
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