Creating a custom report

[Meshal63]

Hello, I am wanting to create a report that will include the Asset Account for Item Inventory in the List Items.  Is this possible?  Some of our items have been allocated to a Trade Account instead of the Inventory account.

Thank you.

[Steven_M]

Hi @Meshal63 

The Asset Account for Item Inventory can be seen for an item through the Profile of the item i.e. Inventory>>Items List>>Select the Item.

In terms of reporting, I'm not aware of a report that shows that information. However, the way I would obtain that information for all items (in bulk) would be using the File>>Import/Export Data. This process allows you to select the item information to export out including what accounts are linked. You can then open the exported data in Excel or Notepad for review. More information on exporting out data can be seen on Help Article: Exporting data