> For the complete documentation index, see [llms.txt](https://www.boxhero.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.boxhero.io/docs/other-features/summary.md).

# Summary

See how your inventory moved over any period — total Stock In, Out, Move, and Adjust per item, plus current on-hand. Filter by date or location, or export to Excel.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-e7a15d5887512c9421df2a0d00b492a2d81723a2%2F%E1%84%8B%E1%85%B5%E1%86%B8%E1%84%8E%E1%85%AE%E1%86%AF%E1%84%80%E1%85%A9%20%E1%84%8B%E1%85%AD%E1%84%8B%E1%85%A3%E1%86%A8%20(2).png?alt=media" alt=""><figcaption></figcaption></figure>

***

## 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 current on-hand count.

Find it under <mark style="color:$primary;">`Reports`</mark> > <mark style="color:$primary;">`Summary`</mark>. It has two separate tabs:

* **Overview**
* **By Date**

Use the toolbar at the top to focus the report:

* **Date range** — Use the <mark style="color:$primary;">`‹`</mark> and <mark style="color:$primary;">`›`</mark> arrows or click the dates to set the period.
* **Search** — Find items by name, barcode, or attribute.
* **Filters** — Click <mark style="color:$primary;">`Add Filter`</mark> to narrow by location or other criteria.
* **Export** — Click <mark style="color:$primary;">`Export to Excel`</mark> to download the current view.

***

## Overview

The <mark style="color:$primary;">`Overview`</mark> 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](/docs/key-features/tx.md#adjust-stock) transactions.
* **On hand** — The item's current on-hand quantity.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2F6LEV2p3xOKyIf91hVLMc%2Freports-summary-overview.jpg?alt=media&amp;token=64e88409-ee68-48c9-a68f-2fe2daee2379" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** The bottom row totals each transaction column for all items in view.\
On hand has no total, since it's a snapshot rather than a sum.
{% endhint %}

***

## By Date

The <mark style="color:$primary;">`By Date`</mark> 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.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2FHbgpOOaMnb15i92HinOE%2Freports-summary-by%20date.jpg?alt=media&amp;token=3a23dc1e-74e0-4aa0-b6ed-a3e72b391651" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**On hand** is the item's quantity at the end of each date, after that day's transactions.
{% endhint %}

{% hint style="warning" %}
An item appears in the **Summary** only if it had a stock transaction ( <mark style="color:$primary;">`Stock In`</mark>, <mark style="color:$primary;">`Stock Out`</mark>, <mark style="color:$primary;">`Move Stock Out`</mark>, or <mark style="color:$primary;">`Adjust Stock`</mark> transaction within the selected period.
{% endhint %}