# Run a Report

The five controls every stock report carries, and which of them changes the answer.

Every stock report opens with the same toolbar, and every one of the twelve carries it. Learn it once and the rest need no explaining.

## The toolbar

> **Note:**
>
> **There is no filter, whatever the toolbar says**
>
> **FILTERS** at the left of the row is a label for the area, not a control you can open. On the stock reports the area is empty, and **Group** is the nearest thing to narrowing the answer. Nothing here filters by warehouse, by item or by contact.

## Run one

- **Find the report**

  The chips filter by category and the search box filters by name. **Favourites** is the first chip, and it holds whatever you have starred.

  ![The Reports List screen headed Reports List with 69 reports across 13 categories, a Search reports box at the right, and a row of category chips beginning All and Favourites, followed by Business Overview, Sales, Accountant, Budgets, Receivables, Payments Received, Payables, Purchases, Inventory and Inventory Valuation.](https://www.sorviai.com/help/inventory/reports/reports-list.png)
- **Set the date range**

  The button holding the current dates, over at the toolbar's right, opens **Date range**: twelve presets from **This Month** to **Last 36 Months**, and a **Custom range** taking a start and an end date. It opens on your financial year, and it is the setting behind most surprises.
- **Group the rows, if the report offers it**

  **Group by** lists the report's own fields. On Transfer Order Details that means order number, date, transferred date, status, from and to warehouse, category and item. Grouping does not remove rows, it arranges them.
- **Choose your columns**

  **Columns** opens **Customise columns**, a searchable tick list ending in **Apply** and **Cancel**. Stock Summary starts on item name, opening stock, quantity in, quantity out and SKU, with a dozen more available including purchase rate, category and brand.
- **Select Run Report**

  Nothing is changed by running one, on any period, however often.

> **Warning:**
>
> **A valuation ignores the range you set**
>
> Set Inventory Valuation Summary to a month with no movement in it and the figures do not move: it is what you hold now, and there is only one answer to that. Stock Summary on the same month says **No data available for the selected date range**. Both are behaving correctly, and mistaking one for the other is the commonest reason two reports look inconsistent.

> **Tip:**
>
> **Set Inventory Adjustment Summary to a month, once a month**
>
> It is the write-off number, and it is the one figure in the module that says whether a process is broken rather than whether a count is right.