Use the Invoices > Inventory Count tab to create reports based on inventory count data including last count/expected count, last count value/expected value, last count date/time, and more.
Create an Inventory Count Report
Date Range
Begin by selecting the type of inventory items you'd like to use to generate the report. You can select regular and serialized inventory items, or report on the inventory count for regular or serialized inventory alone.
Then, select the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Load Data.
Today: From 12:00 AM to the current time
Yesterday: Previous day from 12:00 AM to 11:59 PM
This Week: From Monday through Sunday of the current week
Last Week: Previous week
Last 7 Days: Previous seven days, including today
This Month: From the first of the current month to the current day
Last Month: Entire month before the current month
Last 30 Days: Previous 30 days, including today
Custom: Use the calendar to select start and end dates
Columns
Select the columns to include in your report by clicking Columns. The inventory count report includes these columns by default:
Item Name: Line item name
Item Description: Line item description
SKU/ID#: Item #/SKU
Unit Cost: Unit cost
Unit Price: Unit price
Hub: Location of item
Last Count: Actual quantity of inventory item
Last Count Expected Quantity: Expected quantity of inventory item
Last Count Variance: Difference in expected quantity and actual quantity
Last Count Value: Total dollar amount of inventory counted
Last Count Expected Value: Expected total dollar amount of inventory
Last Count Value Variance: Difference in expected value and actual value
Last Count Date/Time: Date and time of the last inventory count
Changed By: User who changed the inventory count
Serial Number: Serial number
UPC: UPC/barcode
Filters
Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:
Item Name: filter by contents
Item Description: filter by contents
SKU/ID#: filter by contents
Hub: select hub
Last Count Date/Time: filter by date
Changed By: filter by contents
Serial Number: filter by contents
When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.
Operator | Retrieves Data | Example | Data Retrieved |
Equals | Equal to a specified value | Created By - Equals Tom Gause | For all records created by Tom Gause only |
Not Equal | Different from a specified value | Tag - Not Equal to HVAC | For all records except those using the HVAC tag |
Less Than | Lower than a specified value | #ID - Less than 1144 | For all records below #1144 |
Less Than or Equal To | Lower than or equal to a specified value | Job Date/Time - Less than or equal to 12/13/2023 | For jobs scheduled before or on 12/13/2023 |
Greater Than | Greater than a specified value | Job Duration - Greater than 60 minutes | For jobs in the In Progress status type for over 60 minutes |
Greater Than or Equal To | Greater than or equal to a specified value | Job Date/Time - Greater than or equal to 1/1/2024 | For jobs scheduled on or after 1/1/2024 |
In Range | Including and between two specified values | #ID - Between 1225 and 1236 | For all estimate records with #IDs between 1225 and 1236 |
Starts With | Begins with a specified value | Title - Annual | For all job records beginning with Annual |
Ends With | Ends with a specified value | Location - TX | For all job locations ending with TX |
Blank | No values are in the field | Subtitle | For all job records with blank subtitles |
Not Blank | Values in the field | Notes | For all job records with values in the notes field |
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.