How to run a stock on hand report
Stock on hand reports show you the stock levels of your material items. They show a breakdown and total cost value of current stock on hand.
Step 1
Head to Reports under the Reporting tab.
Step 2
Under Stock Reports, you'll find the Stock on Hand Report.
Click the play icon under Run Report at the end of the row.
Step 3
This screen will pop up.
You can filter down your report by material category, location, and managed or unmanaged items.
If you want to see a report of stock levels at a previous date, you can also back-date it.
Lastly, choose what file format you want the report exported in (PDF, Word, Excel, or CSV), then click run.
Step 4
The report will generate and automatically download to your device.
Click on the download to view your stock on hand report.
Posted: Sat 03 Dec 2022
