Modify an Inventory & Services Transaction Report

Before you can perform this task 

Select the Inventory and Services Inventory and Services Transaction report you want to modify:

Inventory & Service Transaction Summary

  1. In the Home window, open the Report Centre. Select Inventory & Services and then Transaction Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. In the Select From section, select the type of items you want to report on.
  4. In the Report quantities in section, select the unit of measure you want to use in the report.
  5. (Optional) Select Include inactive items.
  6. Select the item information you want to appear in the report. Click Select All to report on everything in the list.
  7. (Optional) Select Show Locations and click Select Locations. (Premium)
  8. Select the transactions you want to include in the report
  9. (Optional) If you allow inventory levels to go below zero, select Include Variance to show the difference between average and actual cost.
  10. (Optional) Select Balance Forward to display the quantity and value of the inventory on hand prior to the start date of the report.

This box can only be selected if you are reporting on all transactions. Balance forward also includes Variance

  1. Select the Start and Finish dates for the report.
  2. (Optional) Customize:
  3. (Optional) Save the report as a template in My Reports.
  4. Click OK to display the report.

Inventory & Services Transaction Detail

  1. In the Home window, open the Report Centre. Select Inventory & Services and then Transaction Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. In the Select From section, select the type of items you want to report on.
  4. In the Report quantities in section, select the unit of measure you want to use in the report.
  5. (Optional) Select Include inactive items.
  6. Select the item information you want to appear in the report. Click Select All to report on everything in the list.
  7. (Optional) Select Show Locations and click Select Locations. (Premium)
  8. Select the transactions you want to include in the report
  9. (Optional) If you allow inventory levels to go below zero, select Include Variance to show the difference between average and actual cost.
  10. (Optional) Select Balance Forward to display the quantity and value of the inventory on hand prior to the start date of the report.

This box can only be selected if you are reporting on all transactions. Balance forward also includes Variance

  1. Select the Start and Finish dates for the report.
  2. (Optional) Customize:
  3. (Optional) Save the report as a template in My Reports.
  4. Click OK to display the report.

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