Report Turnover by Item Custom List Filter
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 ...
Forum Discussion
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
