To access the report, select Reports > Inventory Tracking Report from the main menu.
The Inventory Tracking Report will be displayed.
This report will show the total change in quantity for each inventory item that was used within a certain time period. Each inventory item will show the total change as well as each individual change that was made for the set time frame.
Note: When grouping by the name column, you can see the total cost related to that inventory item during that specific time frame.
Filtering: The filtering is going to be the same as the Work Order pages. You can filter on each specific column by selecting the three black dots. You can then check the filters you would like to apply and click Filter. Once you are done, you can click the Clear All Filters option to reset the page.
Note: More columns can be added for additional filtering options. You can add columns by selecting the columns button ( ) at the top right of the page. Next, select a column you want to appear in and click the right arrow (in red).
If you want to remove a column, select the options you want to remove on the right-hand-side and choose the left arrow (in green)
Select Save to Update the Report.
The columns Part and Stock #'s have been added as columns that can be added to your report manually. You can also search for these specifically within the inventory search bar.
If you would like to see a video regarding this report, please click here:
Viewing the Details
There is now a "Source" column that will display where the request was initiated from, whether it was a Work Order or Inventory Request, and the link is clickable to view the details further.
In addition to this, the report can be filtered down by the source. So if you only need to see items associated with Inventory Requests or even Work Orders, that can be done by using the Filter here: