Purpose
In the Reports page, the Monthly Opening Inventory Detailed function allows users to download a snapshot of the inventory at the beginning of each month.
What can you do with it?
With the Monthly Opening Inventory Detailed, you can access a comprehensive report of your opening inventory for any given month. This function enables easy downloading of a detailed snapshot, providing a crucial overview of inventory levels and helping inform strategic business decisions.
How is it done?
Access the Reports Page: Navigate to the Reports page in the Elevated Signals system.
Select Reporting Options:
Data Select of Reporting Categories: Choose the specific categories you'd like to include in your report. This helps tailor the results to your needs.
Show Empty Inventory:
Checkbox: Determine whether to display empty inventory entries by checking or unchecking this box. Including these can help identify gaps.
Specify the Starting Date:
Date Select: Set the beginning date for the report. This will define the scope of data being analyzed.
Define Measurement Units:
SI Mass Unit: Choose your preferred unit for mass to ensure consistency.
SI Volume Unit: Select the unit for volume measurement to match your company standards.
Choose Desired Columns:
Data Select of Columns: Decide which columns should appear in your report, customizing it to focus on the most critical information for your analysis.
Download the Report: Once all options are selected according to your needs, download your custom report to review, share, or archive.
Important Considerations
Ensure all fields are selected appropriately to avoid missing out on essential data in your report.
Verify that dates and units of measurement align with your organization's reporting standards for consistency and accuracy.
Best Practices
Regularly review and update selected columns and data categories to ensure they meet evolving business requirements.
Validate report downloads promptly to confirm data integrity and completeness.
Customize the reports to focus on critical metrics that drive business decisions, ensuring more relevant and actionable insights.