Forum Discussion

Tenille04's avatar
Tenille04
Member
5 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
    5 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
5 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
Member
5 years ago

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

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.