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Tenille04's avatar
Tenille04
User
4 years ago
Solved

Inventory Report & Excel Format

Hi all. Two-part query here from a MYOB novice (but experienced in Excel):   1) I'm looking for a 12 month inventory report to show purchase/sale quantities so I can ringfence Top 100 for further a...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Tenille04 

     

    I would be looking at running the Item Register [Detial] report may be better suited to your needs. This would show individual transactions on a per-line basis and while also providing you with an overall quantity changed. Alternative reports would be the Sales [Item Summary] or Sales [Item Detail], a similar situation with the purchase reports as well.

     

    In terms of exporting that report out, the export of the report will look similar to the way it does on-screen with the item number and name appearing a separate line. If you are needing to update that item information into a separate column it would be a manual process once the data has been exported.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi Tenille04 

 

I would be looking at running the Item Register [Detial] report may be better suited to your needs. This would show individual transactions on a per-line basis and while also providing you with an overall quantity changed. Alternative reports would be the Sales [Item Summary] or Sales [Item Detail], a similar situation with the purchase reports as well.

 

In terms of exporting that report out, the export of the report will look similar to the way it does on-screen with the item number and name appearing a separate line. If you are needing to update that item information into a separate column it would be a manual process once the data has been exported.

  • Tenille04's avatar
    Tenille04
    User
    4 years ago

    Many thanks Steven - appreciate you taking the time & am now working through some Excel jiggery-pokery to get a final workable output. :)