Inventory Summary Report

The Inventory Summary Report shows a summary of the selected stock category during the specified date range.

You can save the report’s output to a CSV file, or email it.

Running the Inventory Summary Report

1. Click Reports in the sidebar.
2. Click Inventory.

3. Specify the filters and options for the report.
4. Click Generate or Email.

Filters and Options

• From — The first date to include in the report. This defaults to the first day of the current month.
• To — The last date to include in the report. This defaults to the last day of the current month.
• Owner — The stock item’s owner.
• Winery — This filter is only available if you’re in a multi-winery setup. The winery to include in the report. If blank, the report includes all wineries in your setup.
• Category — The stock category to include in the report.

You must select at least one category.