Generate physical inventory reports

This topic describes how to generate the Physical Inventory reports.

You must generate at least one physical inventory count file (and save it with a unique reference number) before you can generate a report.

1. Click Reports.

2. Click Active Reports.

3. Expand Physical Inventory Count.

4. Select one of the following reports:

• Physical Inventory Report (Detailed)

• Physical Inventory Report (Summary)

1. Use the Filter dialog to look up the physical inventory list based on the reference number:

   1. From the Field drop-down, select Ref#.

   2. From the Operator field, select either = or LIKE.

   3. In the Value field, enter the reference number of the physical inventory list you want to use.

   4. Click Add.

   5. Click OK.

1. (Optional) Click Layout and add or remove columns based on how you intend to use the report results. For example:

If you want to...	Include these columns...
Print the report so team members can write down inventory count quantities by hand	Ref# Department Category Bin Location Item (this displays the item lookup code) Item Description Qty Counted to Date Tip: Do not include Expected Qty. This can lead to confusion amount team members, who may think their count is complete once they have counted the expected number of items.
Export the physical inventory count file to CSV so that it can be imported into a hand-held device for the inventory count	Item Qty Counted to Date Count Date
Print or create a PDF of the final physical inventory count result and calculations	Ref# Department Category Item Item Description Cost Calculated Qty Qty Counted to Date Expected Qty Delta Qty Count Date

1. (Optional) Export the report to Microsoft Excel.

2. (Optional) Print the report.