Sample Reports - Inventory

In this article

Inventory Edition only

Example Report: allocated material over a timeframe

A report of material that's been allocated to jobs during a specified period of time -- useful for determining usage of specific products or colors over time.

  1. Begin with the base Report
    1. Select Report::New... menu
    2. For Report Type, select 'Allocated Material'
    3. For Report the:, choose 'Total Allocated Product Quantity'
    4. For Display field: 
      • to see products, choose 'Allocated Product'
      • to see individual colors, choose 'Allocated Product Variant'
    5. Choose 'Table' as the Display Type
    6. Click OK 

  2. Add a filter to only show material used on jobs:
    1. Click the Options... button
    2. Click Add Filter...
    3. On the left, choose Activity
    4. From the drop-down list on the right, choose Activity Status
    5. Check the box for Complete
    6. Click OK, then OK again.
  3. To limit the date range, add another filter:
    1. Click the Options... button
    2. Click Add Filter...
    3. On the left, choose Activity
    4. From the drop-down list on the right, choose Activity Date
    5. Now, choose the time frame you'd like to see.
    6. Click OK, then OK again.

Example Report: Material Purchased during timeframe

A report of material that's been purchased during a time period -- useful for determining how much of each color or product is being bought.

  1. Select Report::New... menu
  2. For Report Type, select 'Purchase Order'
  3. For Report the:, select 'Total PO Line Total Units'
  4. For Display field, choose:
    • to see products, select 'Product'
    • to see individual colors, select 'Product Variant'
  5. Choose 'Table' as the Display Type
  6. Click OK

To only include certain products, add a filter:

  1. Click Options... button
  2. Click Add Filter... button
  3. For Filter Type, choose 'PO Field'
  4. From the drop-down list on the right, choose 'Product'
  5. Check the box for the desired product(s)
  6. Click OK, then OK again.

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