An inventory period summary report displays the differences between two inventory dates, including initial and ending counts, initial and ending values, and the variances for each.
To export an inventory period summary:
Desktop steps
Desktop steps
1. Click to the "Insights" page.
2. Click "Inventory" in the left-hand navigation.
3. Ensure you have the "Category Group Summary" report chosen, then select 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. Ensure you have the "Category Group Summary" report chosen, then select the desired date range, selecting only days when inventory was recorded.
5. Tap "View Details" to display the Category Group Summary report. If you wish to export this data, tap "Export" at the top.