# Summary

<figure><img src="/files/q9jdvf1hol2Atfuhqx8c" alt=""><figcaption></figcaption></figure>

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## Overview

<figure><img src="/files/lucKmeutcTaHQ98j5lqg" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To customize your view, set the **date** **range** and apply **filters** to see exactly what you need.
{% endhint %}

## Summary by Date

You can check a summary of your inventory transactions for **specific dates**.

<figure><img src="/files/Cp0qjonpFS9048Vhbape" alt=""><figcaption></figcaption></figure>

The **"balance"** refers to the inventory quantity at 00:00:00 (midnight) of the specified date.

{% hint style="warning" %}
Only items with <mark style="color:blue;">`Stock In`</mark>, <mark style="color:blue;">`Stock Out`</mark>, or <mark style="color:blue;">`Adjust Stock`</mark> transactions are shown in **Summary**.
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://www.boxhero.io/docs/other-features/summary.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
