Inventory line item report template

Overview

Use the Inventory Line Item template to run reports on items stocked in your warehouses and on trucks.

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 line item report

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

The template has the following columns selected by default:

• Item Name: The name of the material or equipment on the transaction

• Inventory Location: The location tied to the inventory transaction  

• Item Description: The description of the item pulled from the Pricebook

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

• Inventory Basics:  Key information tied to inventory transactions (ie. customer, job number, etc)

• Transaction Total: Key value totals (ie shipping, total, tax, etc)

• Transaction data: Costs of last purchase order and bill

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

• Quantity: Key quantities (ie consumed, on hand, returned, minimums 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 (ie. Receipts, Bills, etc)

• Inventory Location: restrict results to a specific warehouse or truck

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

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