Inventory Report & Excel Format

Tenille04

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 analysis & review. I'm currently using Item Transactions & have selected Show All on the available fields so I can determine which fields are useful. Is there a different report that would be better suited to my task?

 

2) Whether I select Export Excel or Export TSV option, when I open the file in Excel the format puts the part number & description above the transactions followed by a total debit/credit line. I would like to exclude the total line & need the part number & description in a separate column beside each transactions so I can filter & pivot more readily. There must be a way....surely??

 

In the pic, white fields show how it is, yes columns & data is what I'd like...

Steven_M

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.