Report Turnover by Item Custom List Filter

Question

Our inventory items are set up to include a custom list filter. I'd like to see turnover by that Custom List. Can that be done? I don't want a report on every single item transaction, just a summary dollar value by period. Thanks in advance for any assistance on that.

Genreve_S · Answer

Hi @Sisley,

Great to hear Doreen’s suggestion is heading in the right direction for you.

At this stage, AccountRight’s item and sales reports can use Custom Lists (like your Item Type) as filters and columns, and you can sort by them, but the totals are still per item; there isn’t a built-in report that summarises turnover purely by each Custom List value. The workflow you’re using now (for example, Sales [Item Summary] > filter by Custom List > export to Excel and then subtotal/group by the Custom List column) is the best way to get total turnover by Item Type.

There’s a bit more detail on how custom item lists work in reports here:
Custom item lists – MYOB AccountRight.

If this would save you a lot of time, you can also add it as a feature request (or vote for a similar idea) on our AccountRight Ideas Exchange so our product team can see the demand:
MYOB AccountRight Ideas Exchange.

Regards,

Genreve

Sisley · Answer

Thank you. That's a pretty good solution. I can see that it can be done via Sales [Item Summary] as well. It does still leave me having to Export to Excel, then Sort by the Custom List Name (in this instance "Item Type"), and then create Auto-Sums for each Custom List.

Can I not get a simpler summary report of total turnover values per the Custom List instead of having to go through sorting the list of all Items? It just seems like a lot of manual sorting / filtering to get some totals for the different categories. I hope to hear from you again. @Doreen_P. Cheers

Doreen_P · Answer

Hi @Sisley,

Love that you’ve already got your inventory using a custom list and are chasing a tidy turnover view instead of wading through every single line. In AccountRight, run the Sales Item Detail report for the date range you want, then click:

* Insert/Modify
* Select Show/Hide, and add the columns for Name, Amount and the Custom List you’re using so they show on the report.

Once that’s set and you rerun the report, you’ll see the dollar values lined up against each custom list value, giving you the summary turnover by list you’re after without a massive transaction-by-transaction scroll.

Cheers,

Doreen