Inventory Item Summary report (New)

The Inventory Item Summary report lists all of your inventory items (tracked, untracked, active, inactive), over a set period of time. Run the report to see the opening and closing balances for your items, plus any purchases, sales, adjustments and profit over this period.

Access and run the Inventory Item Summary report

Refine your report's settings

Sort and reorder report columns

We have improved the Inventory Items Summary report. The new report includes all of your inventory items.
You can still run the previous version of the Inventory Items Summary report

Image of the Inventory Item Summary report.

Your user role will determine if you can see this report, and whether you can save and publish it or just view it.
Reports and budget role comparison

Access and run the Inventory Item Summary report

  1. Go to Reports, then click All Reports.
  2. Under Inventory, click Inventory Item Summary (New).
  3. Select a date, then click Update to view your report.

Refine your report's settings

Click Report Settings to refine your report.

Image of the Report Settings link.

Show or hide decimals

Numbers will show to 2 decimal places by default.

To show only round numbers, click to clear the Show decimals checkbox.

Group data and select columns to display on the report

Select an option from Group By to group and subtotal information on the report. Select None for no groups.

Select checkboxes for columns you wish to show on the report. Clear a checkbox to hide a column.

Apply filters

Click Add a filter and select a column to filter by, then enter or select details.

As you add more filters, the report displays results based on all your filters combined.

When you update the report, the filters show at the top in a text block you can edit or delete.

Edit, move or delete text blocks

Click Update to run and view

After you've made your choices, click Update to close Report Settings and view your report.

Image of the Inventory Item Summary report's display options.

Sort and reorder columns

Once you've run your report and refined your results, you can:

  • Sort the report in ascending or descending order of the data in any column by clicking on the column heading.
  • Reorder the columns by dragging and dropping them into a different order.

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Inventory Item Details report

Inventory Item List report

Publishing a report and setting up print styles