Daily Inventory Summary Report

Generate Report – Daily Inventory Summary Report

The Daily Inventory Summary Report is a valuable tool for tracking your inventory's daily activity. It provides a detailed summary of products sold, purchased, and their associated costs and prices over a specified date range.

Below is a step-by-step guide to generating and utilizing this report effectively.

1. Access the Report Section

Navigate to the Reports section of your dashboard.
Select Generate Report from the list of available reports.

2. Define the Report Parameters:

Category: Ensure that Sales is selected as the category.
Report: Choose Daily Inventory Summary Report from the report options.
Report Description: This report summarizes daily inventory activity between specified start and end dates. It includes details like the total quantity of products sold and purchased each day, along with their corresponding costs and prices.

3. Set Date and Time Range

In the Start Date and End Date fields, specify the date range for the report.
Optionally, set specific times using the Start Time and End Time fields.
You may also use present options such as Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, or Last Year for convenience.

4. Generate the Report

After completing all selections, click the Submit button.
The system will process your request and display the report data based on your selected criteria.

5. Export or Print the Report

Adjust visible columns if needed by clicking the Columns button. Customize the displayed columns to focus on specific metrics. Available column options include:
Date
Quantity
Sale Quantity
Purchase Quantity
Total Cost
Total Price
Choose one of the following options for further analysis:
Export: Download the report in Excel format.
Print: Print the report directly from the system.