inFlow Inventory has a variety of reports that you can use to gather, print out, and share information about sales trends, payment, inventory levels, or other aspects of your business.

A list of reports.

Creating a Report

To create a report:

1. Click on the Report List link in the View Box of the Reports Module.
2. Click on the tab (Sales, Purchasing, or Inventory) to see a group of reports.
3. Click on the specific report to view to bring up the customization screen for that report.
4. Set the customization options for this report (see below)
5. Click the Generate Report button to generate the report.

Printing or Exporting a Report

Once you have created a report, you can choose to print it or export it to another format like PDF.

To print a report, click the Print button after you have created a report.

To export a report:

1. Click the Save button after you have created a report.
2. Select the format to export to from the Save as Type options.
3. Set the file name to export to
4. Click Save to complete the export.

Customizing Individual Reports

You can customize various aspects of a report to gather the exact information you'd like.

Report Title

The Report Title is shown near the top of the printed reports. In each report, a default report title is supplied, but you can change this by editing the text in the Report Title field.

Description

The Report Description is a caption shown underneath the Report Title in the printed reports. By default, the Report Description is set based on the filters you set for this report, but you can also customize the description yourself.

Group By

In many reports, you have different options as to how to group the lines together. For example, you may want to group your products in your report by category, or simply show them all as a group. To select the grouping options, choose from the options in the Group By field.

Sorting

You may choose how to sort the lines in your reports. In the event of a tie, you can set secondary or tertiary sorting methods as well.

To choose a sorting method, set your choice of column to sort by in the First Sort By column. To do subsequent sorting in the event of a tie after the primary sort, you can set other columns in the Then Sort By columns.

Showing and Hiding Columns

You may wish to show or hide some columns from the report. Most reports have some columns that are optional. For example, you may not be interested in the Costing information on some reports, so choose not to display those columns.

To show or hide some columns, check or uncheck the options next to Show to choose whether or not to show the corresponding columns.

Filter By