Reporting Explained: Summary By Period
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
Steps
-
Go to Reports > Standard Reports.
-
Select Inventory.
-
Click Summary by Period.
-
Apply the required filters.
-
Run the report.
Filters
Required
-
Date/Time range
Optional
By default, the report includes all stores, levels, and vendors.
Optional settings include:
-
Combine Stores
-
Include Items with No Activity
-
Include No Count Items
|
Column |
Description |
Calculation |
|
Starting Cost |
Inventory cost at the beginning of the selected date range. |
Starting quantity × calculated cost at the start of the range |
|
Received Cost |
Cost of items received during the period. |
Received quantity × vendor invoice or receipt price (+ invoice expenses when applicable) |
|
Transfer Accepted Cost |
Cost of inventory accepted from another store. |
Accepted transfer quantity × issuing store calculated cost at time of issuance |
|
Transfer Issued Cost |
Cost of inventory transferred out to another store. |
Issued transfer quantity × issuing store calculated cost at time of acceptance |
|
Sales Cost |
Cost of items sold during the period. |
Sales quantity × calculated cost at the time of the transaction |
|
Returns Cost |
Cost of items returned during the period. |
Return quantity × calculated cost at the time of the return transaction |
|
Manual Adjustment Cost |
Cost impact of manual inventory adjustments. |
Adjustment quantity × applied cost (positive adjustments) or calculated cost at time of adjustment (negative adjustments) |
|
Return to Vendor Cost |
Cost of items returned to a vendor. |
Return-to-vendor quantity × vendor price on the document |
|
Physical Inventory Variance Cost |
Cost impact of differences found during a physical inventory count. |
Variance quantity × calculated cost as of the physical inventory effective date and time |
|
Ending Cost |
Inventory cost at the end of the selected date range. |
Ending quantity × calculated cost at the end of the range |
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