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Inventory Summary For Date Report

Generate Report - Inventory Summary For Date Report

The Inventory Summary for Date Report offers a detailed overview of your inventory levels over a specified time period. This report is invaluable for tracking historical inventory data, understanding trends, and ensuring efficient inventory management.

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 Products is selected as the category.
  • Report: Choose Inventory Summary for Date Report from the report options.
  • Report Description: This report offers a comprehensive overview of inventory levels over time, allowing users to access past inventory data effortlessly. Unlike traditional real-time tracking systems, this report captures inventory snapshots at regular intervals, ensuring historical inventory records are readily available for analysis.

3. Set Date and Time Range

  • In the End Date field, 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 This Month, Last Month, This Year, or Last Year for convenience.
  • For a complete dataset, click All.

4. Generate the Report

  • After completing all selections, click the Submit button.

Report Content

Once the report is generated, you will see the following data columns:

Total Inventory: The cumulative quantity of inventory items during the specified period. Total Cost: The overall cost of the inventory items. Total Price: The total price value of the inventory items.

Export and Print Options:

  • Use the Export button to download the report in Excel format.
  • Click the Print button for a hard copy of the report.
  • Adjust visible columns to tailor the report display using the Columns button.