An inventory period summary report provides variance details between two inventory dates. The details include initial counts / ending counts, initial values / ending values, and the changes for each.
To export an inventory period summary:
Desktop steps
Desktop steps
1. First, ensure you are on the "Insights" page.
2. Click "Inventory" in the left-hand navigation.
3. At the top, choose the desired date range, selecting only days when inventory was recorded.
4. Your "Category Group Summary" table will display the data based on your date range. If you wish to export this data, click "Export".
Mobile steps
Mobile steps
1. First, ensure you are on the "Insights" page.
2. Tap the down arrow next to "Task Insights".
3. Tap "Inventory".
4. At the top, choose the desired date range, selecting only days when inventory was recorded.
5. Your "Category Group Summary" table will display the data based on your date range. If you wish to export this data, tap "Export".
