Admin or power user · Yellow Dog Inventory 2026
WHY IT'S IMPORTANT
The Inventory Summary by Period Report provides an overview of inventory activity for a selected date and time range. It shows the starting inventory cost, all inventory movements during the period, and the ending inventory cost.
WHERE
Reports > Standard Reports > Inventory > Summary by Period
HOW IT WORKS
The report calculates inventory activity using the on-hand quantity and calculated cost at the start of the selected date/time range. It then summarizes all activity that occurs between the start date/time and end date/time.
You can run the report:
• By Store
• By Item
• Summarized by Department, Category, or Subcategory
The report includes cost impacts from the following inventory activities:
• Invoiced costs
• Issued and accepted transfer costs
• Manual adjustments
• Returns to vendor
• Physical inventory variance
STEP BY STEP
Generate the Report
1. Go to Reports > Standard Reports.
2. Select Inventory.
3. Click Summary by Period.
4. Apply the required filters.
5. Run the report.
Filters
Required
• Date/Time range
By default, the report includes all stores, levels, and vendors.
Optional settings include:
• Combine Stores
• Include Items with No Activity
• Include No Count Items
KEY COLUMNS
|
Note: Concessions clients can add columns to this report for Picklist Quantity, Retail and Cost values for both the issuing stand and accepting stand for restocks and stand-to-stand transfers. |
|
COLUMN |
DESCRIPTION |
|
Starting Cost |
Inventory cost at the beginning of the selected date range. |
|
Received Cost |
Cost of items received during the period. |
|
Transfer Accepted Cost |
Cost of inventory accepted from another store. |
|
Transfer Issued Cost |
Cost of inventory transferred out to another store. |
|
Sales Cost |
Cost of items sold during the period. |
|
Returns Cost |
Cost of items returned during the period. |
|
Manual Adjustment Cost |
Cost impact of manual inventory adjustments. |
|
Return to Vendor Cost |
Cost of items returned to a vendor. |
|
Physical Inventory Variance Cost |
Cost impact of differences found during a physical inventory count. |
|
Ending Cost |
Inventory cost at the end of the selected date range. |
How the Numbers Are Calculated
• Starting Cost: Starting quantity × calculated cost at the start of the range
• Received Cost: Received quantity × vendor invoice or receipt price (+ invoice expenses when applicable)
• Transfer Accepted Cost: Accepted transfer quantity × issuing store calculated cost at time of issuance
• Transfer Issued Cost: Issued transfer quantity × issuing store calculated cost at time of acceptance
• Sales Cost: Sales quantity × calculated cost at the time of the transaction
• Returns Cost: Return quantity × calculated cost at the time of the return transaction
• Manual Adjustment Cost: Adjustment quantity × applied cost (positive adjustments) or calculated cost at time of adjustment (negative adjustments)
• Return to Vendor Cost: Return-to-vendor quantity × vendor price on the document
• Physical Inventory Variance Cost: Variance quantity × calculated cost as of the physical inventory effective date and time
• Ending Cost: Ending quantity × calculated cost at the end of the range
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Last reviewed: August 2026 · Applies to: Yellow Dog Inventory 2026