> For the complete documentation index, see [llms.txt](https://docs.rmhpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/generating-physical-inventory-reports.md). # Generate physical inventory reports {% hint style="info" %} You must generate at least one physical inventory count file (and save it with a unique reference number) before you can generate a report. {% endhint %} 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)** 5. 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**.
6. (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
7. (Optional) Export the report to Microsoft Excel. 8. (Optional) Print the report.
--- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/generating-physical-inventory-reports.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.