Summary

The Summary report shows how your inventory moved over a period — the total quantity stocked in, out, adjusted, and moved for each item, alongside its on-hand count at the end of the period.

Find it under Reports > Summary. It has two separate tabs:

• Overview
• By Date

Use the toolbar at the top to focus the report:

• Date range — Use the ‹ and › arrows or click the dates to set the period.
• Search — Find items by name, barcode, or attribute.
• Filters — Click Add Filter to narrow by location or other criteria.
• Export — Click Export to Excel to download the current view.

• Check stock transactions and ending quantities for monthly reports.
• Compare against your accounting or ERP records to confirm that every stock movement was entered correctly.
• See how much was stocked in or out at each location or with each partner over a period.
• Filter by tags you've added to transaction memos (e.g., #marketing, #sample) to review related activity.

The Overview tab totals each item's transactions across the whole selected period:

• In — Total quantity stocked in.
• Out — Total quantity stocked out.
• Move — Net quantity moved in or out. This is most useful with a Location filter applied.
• Adjust — Net change from Adjust Stock transactions.
• On hand — The item's on-hand quantity at the end of the selected period (the last day, 23:59:59).

The By Date tab breaks the same figures out day by day, with a column for each date in the range. Every item shows its In, Out, Move, Adjust, and On hand values per day.

On hand is the item's quantity at the end of each date, after that day's transactions.