Grouping by Rows
The basic Inventory report groups data by Item, then by Warehouse. Thus, the report first summarizes data for items, then the summarized data is broken down for a warehouse/warehouses which store each item. To see warehouse details, you have to drill down from the item level to the warehouse level. The suggested groupings form a two-level hierarchy presented in the form of a tree structure with links between levels being of the parent-child type.
The default grouping settings are defined in the rows section of the basic Inventory report. To define the groupings, the fields have been added by which data in the report has to be grouped by rows. However, you can change the pre-defined settings and choose how to group data by yourself.
To do that
1. On the page for configuring report parameters, click the Customize button.
2. In the rows section, view and customize the default groupings as follows:
- To add fields for grouping, click the Select an option box, and then select a field by which you want to group data from the list of options.
The list displays fields from the selected report type which you can use to group data y rows.
- To remove fields, click the cross icon next to the field you wish to remove.
Fields for Grouping
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Field
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Used for grouping by
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Item
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Active inventory items for which you seek to display inventory data.
Inventory items are considered active if
- They have opening balance as of a start date of the report
- They have been used for inventory transactions during a specified report date range
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Warehouse
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Warehouses that store active inventory items.
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Warehouse sector
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Warehouse compartments that store active inventory items.
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Item type
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Types of an inventory item, whether it is a good or a fixed asset.
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State
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State of active inventory items, whether these are in-stock, expected or reserved inventory items.
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Status
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Status of active inventory items, whether they were ordered, delivered or received with or without payment documents (invoice/ purchase invoice)
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Purchase invoice
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Purchase invoices received for active inventory items within the specified report date range.
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Account
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Inventory accounts to which active inventory items were attributed.
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Grouping by Columns
In the basic Inventory report, no default grouping by columns is specified. However, you can define your own groupings, if necessary.
To do that, you use the columns section of the report, where you can choose how to group data by yourself as in case of the groupings by rows. You do that as follows:
1. On the page for configuring report parameters, click the Customize button.
2. Use the columns section to view and customize the default groupings.
As with groupings by rows, in the columns section, you add fields by which you want to group data. The set of fields available for grouping data by columns is the same as for grouping data by rows.