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Introduction - Reports

Sixty-nine reports in thirteen categories, read from documents you have already posted.

Last reviewed

Nothing in here can change a figure. Every number is derived from records that already exist, which makes a report safe to run at any time, on any period, as often as you like.

The Reports List screen, headed Reports List with 48 reports across 9 categories beneath it and a Search reports box at the right. A row of category chips reads All, Favourites, Sales 7, Receivables 6, Customer Payments 4, Payables 9, Purchases 8, Inventory 7, Inventory Valuation 2, Warehouse 3 and Activity 2. Below, a Sales section shows its seven cards, among them Profit by Item, Return History, Sales by Customer and Sales by Item.
Sixty-nine reports, thirteen categories. A greyed card is a report that is not built yet.

The catalogue is the whole suite's, not just Inventory's

The same thirteen categories appear here as in Finance, because a report reads records and the records are shared. That means Accountant, Budgets and Business Overview sit in this list too, alongside the stock reports you came for.

The three categories that are Inventory's own

Inventoryten reports
What you hold and what moved it: Stock Summary, Inventory Summary, Committed Stock Details, the two Inventory Adjustment reports, Packing History and Shipment Details.
Inventory Valuationthree reports
What the holding is worth: Inventory Valuation Summary and FIFO Cost Lot Tracking.
Warehousethree reports
Stock by location and the transfers between depots: Warehouse Details, Transfer Order Summary and Transfer Order Details.

Three more carry stock questions without being stock categories: Purchases has Purchases by Item and Receive History, Sales has Sales by Item and Sales Return History, and Activity holds the Activity Logs and the Exception Report.

Reports never write

There is nothing you can change from a report, which is what makes it the thing to trust when a dashboard widget and a screen disagree. Run the report and check its date range first.

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