Inventory status by item report in Reckon One

Learn how to run and customise the Inventory status by item report in Reckon One, so you can see the current stock position for each item.

Before using the report

This report is only available if you have turned on inventory in your book.

About the Inventory status by item report

The Inventory status by item report shows the current stock position of inventory items in Reckon One, so you can manage inventory levels effectively. For each item, the report shows the quantity on hand, reorder point, and whether the item is low in stock. The report also allows you to drill down to see transaction details when needed.

Run the report

1. In the Reporting menu, select Reports.
2. Click on the Inventory status by item report (found in the Inventory category).
3. Select your Reporting period, that is, the date range you wish to see data for.
4. In Items, choose All to show data for all items and Selected to filter for (i.e. choose) specific items.
5. (Optional) To customise the report further (including sorting, filtering, and choosing data to show), click Show more options.
6. Click Refresh to update the report with your selections.

Customise your report

You can customise the information shown in your report, and sort and filter data:

1. In the Reporting menu, select Reports.
2. Click on the Inventory status by item report (found in the Inventory category).
3. Click Show more options.
4. Once you've made your customisations, click Refresh to update the report.

Filter by item status

You can filter by item status:

1. In Status, select:
   1. Active to include active items
   2. Inactive to include inactive items.
   Select both if you wish to show active and inactive items.

Show or hide columns

To show or hide columns in the report:

1. In Columns, select checkboxes against the columns you want to show.

Choose report orientation

1. In Orientation, choose whether you wish the report to show in portrait or landscape (your selection will also apply when exporting the report).

Read more

• Learn more about reports in Reckon One