To create a report that lists down items with quantity of hand on a monthly format, follow the steps below:
- Navigate to Reports > Inventory/Items > Inventory Valuation
- Click on Customize button
- On the Report Builder do the following:
- Hit Edit Columns link
- Expand Quantity On Hand folder select Location folder > select Name
- Move the Location column to the left - this should be your first column
- Remove other columns like Item Type, Description, Inv. Value/%of Inv. Value
- Hit Edit Columns link
- Expand Quantity on Hand folder > Select Quantity on Hand
- On Report Preview > highlight the added column Quantity on Hand
- Disable Add % of Total Column checkbox
- Set Alternate Period Range dropdwon to Relative to today's date
- Set Alternate Period Range to (Custom)
- Select Jan 20XX
- Set Column Label to January
NOTE : Do the same procedure until you have selected needed months to be shown on the report.
- Set Report Name then hit Save
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