Inventory reports
Everything you see on video can be printed as a report, since, after each transaction, all values are updated.
You can print the table data from the File menu → Print command. Data can also be exported in PDF, Excel, XML, HTML, TXT and JsonCsv formats.
Reports are run from the Reports menu → Item cards command. You can obtain:
- Journal of a selected item or items.
- Complete journal of all items.
- Journal of items of a particular inventory location, in case there are multiple locations.
Inventory report
Note
To obtain the total of the articles for each location and the final balance of the articles, you need to group by article and by location.
If you want to manage separate quantities by locations, enter the initial quantities as entry transactions, with the corresponding location and don't use the column Quantity Begin in the Items table.
General
Filter
By entering the name of the item, a list of all items with the same name appears. The items of interest can be selected from the list or, by activating All, the journal with the values of all the items will be displayed.
Grouping by
Item
If this option is chosen, the tabs of all items or only those selected are displayed.
Location
If this option is chosen, the item cards related to the selected inventory location are displayed.
Display only totals
When this option is activated, the item cards are displayed with totals only.
Period
All
All item movements are included.
Period selected
It means the specified period, indicating the start and end date.
In this case, the items relating to the selected period are displayed.
Customization
Name
Enter text to define the name of the custom report.
Description
Enter a text for the description of the custom report.
Options
If one or more options are activated, the custom report will be displayed as follows:
Show this window every time
The custom report is displayed in the dialog box and can be edited.
Show in menu
The customized report is displayed in the Items cards menu.
Show in 'Favorites' menu
The customized report is displayed in the Favorites menu.
Read only
The custom report is in read-only mode.
Printout examples
Journal per Item
Journal per Items
Journal per Location
Journal per Locations
