Saturday, October 13, 2018

Create a Report that Displays All Active Items with Quantity On Hand Data per Location as of a Specific Date

To create a customized report that displays all active items with quantity on hand Data per location as of a specific date, user may perform the following:


1.) Navigate to Reports>New Report>click on Quantity on Hand link.


2.) Set Metric to Quantity on Hand.


3.) Select the format of the report - set it to Matrix.


4.) Select how you want to subtotal the report: 

 a.) Component is Inventory Item
 b.) Field is Name (Grouped)


5.) Select how you want to summarize the data across columns:
 a.) Column - set it to Location


6.) Click on More Customization button.


7.) Click on Filters link.


8.) Navigate to Quantity on Hand folder> Item folder>select Inactive - set it to False.


9.) Click on More Options.


10.) Check Show Zeros box.


11.) Enter the name of the report>click Save.

 

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