Reporting Explained: Summary By Period
Business Need: A user would like to see a summary of all activity for items between two dates.
How it Works: This report will show all movement between two selected dates. This report can filter to as broad as by store, or as granular as by item. Data includes sales, manual adjustments, transfers, purchases, physicals, etc. This report is dynamic and may change if backdating documents or adjustments are entered into the system.
Generating the Report:
Go to the Standard Reports section in Yellow Dog:
- Select Standard Reports
- Open the folder for Inventory
- Select the Summary by Period Folder
- Select your date range and filters
Reading the Report:
- Shows the filters used to produce the report’s data, including the date selected for the report.
- Change columns, sorting, and grouping: This allows users to add or remove data columns to this report as well as organize and group the data.
- Store Name: Shows the store that the items are assigned to.
- Level: Shows the level that this item is assigned to.
- Vendor: Shows the default vendor that this item has set.
- SKU: Shows the Yellow Dog SKU for this item.
- Item: Shows the description of that item.
- Starting Cost: Shows the starting cost for the item’s on hand at the start of the selected date range. (Starting Quantity x Calculated Cost as of start of date range)
- Manual Adjustment Cost: Shows the cost for any manual adjustments made during this selected period. (Manual Adjustments Quantity x Applied Cost or Calculated Cost at time of adjustment)
- Received Cost: Shows the cost for any quantities that were received during the selected period. (Received Quantity x invoice or receipt vendor price plus invoice expenses)
- Return to Vendors Cost: Shows the cost for any items included in a Returned to Vendor during the selected period. (Returned to Vendor Quantity x Item Retail at the time of return)
- Transfers Accepted Cost: Shows the cost for any quantity included on an accepted transfer during the selected period. (Transfers accepted Quantity x this store’s Calclualted Cost at the time of issue)
- Transfers Issued Cost: Shows the cost for any quantity included on an issued transfer during the selected period. (Transfers issued Quantity x this store’s Calclualted Cost at the time of issue)
- Sales Cost. Shows the cost for any quantity that was sold during the selected period. (Sales Quantity x Calculated Cost at the time of sale)
- Returns Cost: Shows the cost for any quantity that was returned during the selected period. (Returns Quantity x Calculated Cost at the time of the return)
- Physical Inventory Variance Cost: Shows the cost for any variances found for the item on a physical during the selected period. (Physical Inventory Quantity x Calculated Cost at Physical's Effective Date)
- Ending Cost: Cost for the item at the end of the selected period. (Ending Quantity x Calculated Cost as of end of date range)
- Print/Save/Export: Are available on every report. Export options: Excel, CSV, PDF.
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