When creating a new dashboard report for Inventory - Products, it appears to report current data. How can I create an inventory report with the total quantity and total amount as of a specific date (i.e. 12/31)?
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Hi,
If you’re using the Inventory template from the Install Templates Tab, you will not be able to generate the report as previously described. However, you can right-click on the field “Total Qty” and select Field History to see the Total Qty on a specific date.
You can either, record your daily total in a separate sheet by creating an action button in the inventory sheet to convert records in another sheet. Or, you can use a different sheet design for your inventory. Then, generate the Dashboard Report and apply the shared view by filtering by date.
Best Regards,
Tania