Steps to download the month end Inventory Report for ownership and upper management
To access your Monthly Inventory report and customize your view, follow these steps:
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Click on the "Analyze" icon situated on the left side of the screen.
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Within the "Reports" section, click on the "Monthly Inventory" link located under the "Inventory" category.
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Use the dropdown arrows to select the desired:
- Year
- Month
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Click the red "APPLY" button to generate the report.
Now, you have two options for viewing the report:
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Using the "SUMMARY VIEW" icon on the left side of the screen, you can create a summary of the report, displaying only the movement of units.
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Alternatively, with the "EXPANDED VIEW" icon on the left side, you can expand the report to include details on the Unit Cost of Goods and the movement of units.
For convenience, you can also download the report to Excel by clicking on the "Export Table" option.
Please note that when you download the report, regardless of your chosen view, ImpulsePoint will download it in an Expanded View format.