Report Inventory Valuation Summary: Difference between revisions

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{{BackToReports}} [[File:Report-Inventory Valuation Summary.png|right|border|800px|link={{filepath:Report-Inventory Valuation Summary.png}}]] This report generates a summary of the quantity and value of all parts currently on hand. Cost values are based on today's costs. Use this report to compare inventory asset value between Fishbowl and the accounting system when running a Standard or Average costing method in Fishbowl.
{{BackToReports}} [[File:Report-Inventory Valuation Summary.png|right|border|400px|link={{filepath:Report-Inventory Valuation Summary.png}}]] This report generates a summary of the quantity and value of all parts currently on hand. Cost values are based on today's costs. Use this report to compare inventory asset value between Fishbowl and the accounting system when running a Standard or Average costing method in Fishbowl.
The {{Button|Modify Report}} allows the following report filters to be customized:<br>
The {{Button|Modify Report}} allows the following report filters to be customized:<br>
{{Spacer}}'''OPTIONAL TAB'''
{{Spacer}}'''OPTIONAL TAB'''

Revision as of 20:42, 12 March 2025

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Report-Inventory Valuation Summary.png

This report generates a summary of the quantity and value of all parts currently on hand. Cost values are based on today's costs. Use this report to compare inventory asset value between Fishbowl and the accounting system when running a Standard or Average costing method in Fishbowl.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

OPTIONAL TAB
  • Costing Method - Choose the costing method to run the report for.
  • Group By - Choose how the report is grouped. Choose by Location Group or by Part.
  • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
  • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
  • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
  • Asset Account - Enter a specific asset account to view information for. Leave this field blank to run for all asset accounts.
  • Show Location Details - Choose to add/remove the location grouping by checking/unchecking this checkbox.
  • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
PRINTER TAB - Allows a default printer to be specified for the report in each location group.