Inventory Reports

How to View Inventory Reports

  1. From the Dashboard select Reports. Reports::Inventory01
  2. Select Inventory in the upper-right corner. Reports::Inventory02
  3. Select from any of the following report types:
    • Onhand: All Inventory Lots currently on hand.
    • Created: All Lots organized by the date items were created. Searchable by Product Type and Created Date.
    • Adjusted: All Lots organized by the date items were adjusted. Searchable by Product Type, Variety, and Modified Date..
    • Converted: All Lots organized by the date items were converted. Searchable by Product Type, Variety,and Created Date.
    • Processed: All Lots organized by the date items were processed. Searchable by Created Date.
    • Destroyed: All Lots organized by the date items were destroyed. Searchable by Product Type, Variety, and Modified Date..
    • Samples: All Lots organized by the date items were created. Searchable by Created Date.
    • Audit: All Lots organized by items that have a negative unit count. For data cleanup purposes.
  4. Select a License (if applicable.) Reports::Inventory03
  5. Select a Product Type (if applicable.) Reports::Inventory04
  6. Select a Variety (if applicable.) Reports::Inventory05
  7. Pick a Date Range. Reports::Inventory06
  8. Select Go. Reports::Inventory07
  9. To download a CSV file of the dataset select Download (down-arrow button.) Reports::Inventory08