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How to create a stock counts report

in Reports Tags: Counts ReportsReports

To see stock counts made during desk openings and closings, you can create a Stock Counts report.

1. Navigate to Reports in the main menu. Under Desk Reports, click Stock Counts.

2. Before you generate your report, specify a date range by clicking the date field. You can choose from This Month, Last Month, Last 6 Months or a Custom Range of dates. This Month includes the current calendar month to date, not the last 30 days.

3. Click Apply.

4. If needed, filter results by users, desks, or specific products, and flags such as closing, openings, discrepancies or no discrepancies.

5. Click Generate Report. This will bring up all stock counts that meet your search criteria.

At this point you can manage the fields of your report, print it or export it to an Excel .csv file.

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