Inventory report template

Overview

Use the Inventory template to run reports on purchasing and inventory transactions.

Things to know

• If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

• You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

Create an Inventory report

Follow the steps to create a custom report based on the Inventory template and select the columns to include in your report. 

The template has the following columns selected by default:

• Transaction type: Specifies if the transaction is a Purchase Order, Receipt, Return, Adjustment, Transfer or Bill.

• Inventory Location: The location assigned to the transaction (i.e. Warehouse 1, Truck 2)

• Transaction Status: Current status of the transaction (statuses differ based on transaction type)

You can customize the report by selecting fields from these sections: 

• Transaction Date: Key transaction dates (ie created, received, picked, etc.)

• Quantity: Quantities on the transaction or to be replenished

• Transaction Total: Key value totals (i.e. shipping, total, tax, etc.)

Run a report

1. Click the From - To field to set date filters. You can:

2. Consider using additional filters to narrow your results:

• Business Unit: Restrict results to a specific department

• Date Type: Use with the date filter to specify the date as: Created, Sent, Received, Billed, Returned or Picked.

• Transaction Type: Restrict results to a specific type of transaction (i.e. Receipts, Bills, etc)

3. When you’re done selecting filters for the report, click Run Report.

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