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How to create a stock transfers report

in Reports Tags: ReportsTransfers Reports

To see logged stock transfers you can create a Transfers report.

First, navigate to Reports in the main menu.

1. Under Products Reports, click Stock Transfers.

2. Specify a date range by clicking the date field (1). 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. Select your optional search criteria:

– Users (2): Only transfers originating with these users will be included.
– Desks (3): Only transfers originating at these desks will be included.
– Locations (4): Only transfers originating at these locations will be included.
– Products (5): Only transfers including these products will be included.

4. Click Generate Report (6). This will bring up all transfers in the range you specified.

You can now manage the fields of your report, print it or export it to an Excel .csv file. You can also click any line to view the relevant booking’s details.

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