Sunday, June 23, 2019

Report to monitor inventory value per location and month

The item/inventory values report per location along with month date range can be created as follows:

--Navigate to Reports > New Report

--Click on Quantity On Hand

--Report Title = define a report name

---Select the field you want to report on. : Metric = Item: Current On Hand Value

---Select the format of the report: Select Summary   

---Select how to show subtotal the report: Component = Location

--Run Report

--Click on Customize

--Click on Quantity On Hand folder

---Click on Accounting Period folder and select Name

*The columns can be rearranged as desired.

-Save and Run the report


The report includes location and current inventory values along with accounting period. The Class field can be added and grouped it with Location and more fields as required.

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