Stock Reports

IMPORTANT NOTE

Cadmium's Report Builder is available to a limited number of accounts. If it has been enabled for your account, you will be contacted by with more information.

Stock reports are prebuilt, ready-to-use templates that include commonly used fields to help you get started with the Report Builder. Stock reports can be duplicated and customized by adding or removing fields as well as organizing the data in a way that works best for your team.

Stock Reports serve as both a way to learn about the Report Builder and as a launchpad for building reports that align with your goals

NOTE

Stock reports cannot be edited or deleted directly, but they can be duplicated. Once duplicated, you have full control to rename the report, adjust the layout, and modify the content to fit your needs.

Follow these steps to access and use a stock report:

Launch the Report Builder by selecting the Reports Beta button in the Reports module within the application.

Scorecard Dashboard with Report and Reports Beta highlighted

The Report Builder includes three tabs:
- All Reports
- Stock
- Custom

Reports Builder Dashboard with tabs highlighted - all reports, stock and custom

Navigate to the Stock tab to view all preloaded reports created by Cadmium. These reports are clearly labeled with Cadmium as the owner.
Review the available stock reports. If one matches your needs, duplicate it to start customizing it for your team.

Report Builder Stock Tab with Sock, Owner and Duplicate highlighted

Last modified Jun 24, 2025