📝 Overview
The Inventory by Item Category report allows you to find inventory items added to patient ledgers, organized by category rather than individual items. This is the report to use when you want to review activity at the category level — the grouping — rather than searching for specific inventory items one at a time.
Note: If you need to search for individual or multi-selected inventory or service items, use the Sales Report by Service / Inventory Item instead. The Inventory by Item Category report is specifically for reviewing categories as a whole.
Accessing the Inventory by Item Category Report
Navigate to your Live Location, Reporting, All Reports (Beta), Sales Report - Inventory Item by Category.
Running the Report - Settings and Filters
Report Format — Choose to export results as a PDF or CSV.
Set Charged Date Range — Specify the desired start and end charge date for the report.
Sort Options — Choose how the results are organized (e.g. date, by item name, category, etc.) and ascending/descending.
Select Item Category — Pick the inventory category you want to review. The categories populate from your system’s inventory settings. See section below for more details.
Filter by Billing Provider (Optional) — If desired, filter the results by billing provider.
Understanding the Report Results
The report displays all inventory items added to patient ledgers during the selected date range that belong to the chosen category (for example, Supplement).
For each item, you will see:
Total number of transactions — how many times the item was added to a ledger.
Total billed amount — the total dollar amount billed for that item.
Patient detail — the patients who had that service or item charged to their ledger within the date range and category.
Note: This report reflects billed amounts only. It does not account for collections. If you need collection data, you will need to use a different report.
Understanding the Inventory Categories
If inventory items are appearing under the wrong category in the report, you may need to update the item's category assignment at the system level. The categories displayed in this report are driven by how your inventory is configured at the system level.
To review or manage your inventory categories, navigate to your System Dashboard, System Settings, Inventory, click on the item you would like to change, edit the category.
How this report fits with other reports?
ChiroHD's All Reports (Beta) includes three inventory-related sales reports. Each one serves a different purpose — here's how to tell them apart so you can pull the right data the first time. Which Sales Report Should I Use?
Covers services and inventory items with aggregate totals only — no line-by-line detail, just the numbers.
Organized by item name with no filtering options.
Best for a quick snapshot of total sales across a date range.
Covers services and inventory items with patient-level transactions, organized by item name.
Filter by specific item name or by provider to zero in on exactly what you need.
Best when you need to find every transaction tied to a specific product or service by name.
Inventory Item by Category - this report
Covers inventory items only, with patient-level transactions organized by inventory category.
Filter by category or provider, and sort by category for a clean category-level view.
Best when you want to see all inventory charge activity grouped by product category — like all supplement sales or DME charges at once.
NOTE: None of these reports account for inline write-offs or tax. If your analysis requires those figures, cross-reference the write-off report or tax data separately.
Common Use Cases
Supplement sales tracking — Filter to the Supplements category to see every patient who purchased a supplement product in a period, with dates and amounts
DME revenue review — Filter to DME to track durable medical equipment sales by patient and date
Category-level product revenue — Run without a filter and sort by Category to get a full breakdown of inventory revenue by product type for the period
Provider-specific inventory sales — Filter by billing provider and category to see inventory charges attributed to a specific provider
Tax reporting preparation — Use this report alongside the Tax Information Report to see which patients were charged for taxable inventory items and cross-reference with the tax amounts applied
Inventory performance review — Compare category totals across multiple periods to identify which product categories are growing or declining
Troubleshooting and FAQ
What is the difference between this report and the Sales Report? The Sales Report shows aggregate totals for all services and inventory items combined — one number per line item across all patients. This report breaks inventory transactions down to the patient level and organizes them by category. Use the Sales Report for quick totals; use this report when you need to see who purchased what and when, organized by product type.
What is the difference between this report and By Service / Inventory Item? By Service / Inventory Item lets you filter to a specific product by name and shows transactions for both services and inventory items. This report filters and sorts by inventory category only, and covers inventory items exclusively. Use By Service / Inventory Item when you know the specific product you are looking for; use this report when you want to see all products within a category.
Why doesn't this report show the tax on inventory items? Sales tax on inventory items is tracked separately in the Tax Information Report. This report shows the base charge amount only. For a complete view of what was charged and what tax was applied, run both reports and combine the data.
What if an inventory item is assigned to the wrong category? The report will show that item under whatever category it was assigned in your inventory settings. If items are appearing in the wrong category bucket, the category assignment needs to be corrected in inventory settings. The report itself cannot override how categories are assigned.
Can I filter to multiple inventory categories at once? Yes — the Inventory Category filter accepts multiple selections. Select as many categories as you need and the report will return transactions for all of them.
Why are some inventory items not appearing? A few possible reasons:
The item may not have been charged within the date range selected — try widening the date range
The item may be assigned to a category you have filtered out — try removing the category filter and running without it
The item may have been added as a service rather than an inventory item — in that case it would appear in the Services by Category report instead
✅ Key takeaways
Use this report to review inventory activity by category, not by individual item.
Categories are defined in System Settings → Inventory. Incorrect categorizations must be corrected at the system level.
Navigate to Reporting → All Reports (Beta) → Inventory by Category to access this report.
Results show transaction count and total billed amount — collections are not included.
You can filter by date range, category, and billing provider, and export as PDF or CSV.
📌 Conclusion
The Inventory by Item Category report is a quick way to get a high-level view of how a category of inventory is being used across patient ledgers in a given date range. For more granular, item-level analysis, pair it with the Sales Report by Service/Inventory Item.