How to Run an Inventory Valuation Report
Learn how to run an Inventory Valuation report in Ardent Seller — step by step. This tutorial walks you through picking a date range, filtering by location, reading the categorized totals, and exporting to CSV. Perfect for makers, bakers, and small business sellers who need clean numbers at tax time or for end-of-month closeouts.
Transcript
Full narration from the video, broken down by section.
Welcome
Knowing exactly what your inventory is worth — right now, or at the end of last quarter — keeps your books honest and your taxes painless. Ardent Seller gives you that number in a couple of clicks, broken down by category and location. Let's pull one together.
Open the Inventory Valuation Report
In the sidebar, open the Measure section — that's where every report lives. Scroll down a bit and click Inventory Valuation. Give it a moment to pull your numbers together, and the report shows up with the current month already selected and every location included by default.
Pick a Date Range
Across the top you'll find the filters. The first one is the period — the defaults cover this month, last month, this quarter, last quarter, this year, and last year. If you need something more specific, like a single week, choose Custom Range and pick your start and end dates. For this walk-through, let's take a look at Last Quarter.
Filter by Location
Next to the period, you've got the Locations filter. Click it and you'll see every location on your account — the workshop, the farmers market booth, the storage unit. Uncheck anything you want to leave out — you'll notice the count update right away — or use Select All and Clear at the top to jump between the two. We'll keep all locations checked so the numbers cover the whole business, then close the popover back up.
Read the Report
Now look at the body of the report. Items are grouped by category — raw materials, packaging, finished goods, equipment, and so on. Each row shows the beginning quantity and value, the ending quantity and value, and how much that item moved over the period. Every category has a subtotal, and at the very bottom you'll find the overall totals — your beginning value, your ending value, and the net change. That last number tells you at a glance whether your inventory grew or shrank this period.
Export the Report
When you're ready to share the report — say, with your accountant — scroll back up and click the actions menu on the right. You've got three options: export to CSV for spreadsheets, download a formatted PDF, or print it directly. Let's grab the CSV. It downloads instantly with every line item ready to drop into Excel or Google Sheets.
Wrap Up
And that's your inventory valuation — cleanly broken out by category, location, and period, with a one-click export when you need it. If this helped, give it a like and subscribe for more Ardent Seller tutorials. Head over to ardentseller.app to try it free.