Inventory reporting

Navigate to Reports > Find a Report > Invoice Item > Invoice Item Setup.

1. Select the appropriate sort order for your needs.
2. Add range filters as needed, such as by type (I) and status (active) with AND statements.

Notes:

• The item type is based on selection when setting up invoice items.
• Search ‘item list’ on the Report Search window for a list of available reports.

Navigate to Reports > Find a Report > Inventory > Evaluation Report.

1. Select the appropriate sort order for your needs.
2. Add range filters as needed, such as class or subclass. Range options are based on the sort selection.
3. Select Include inactive items, if needed.
4. Click Preview, Print Now (to designated printer) or Print (and select different printer).

Notes:

• General Report printer assignments determine the designated printer used with Print Now.
• Items with Maintain QOH selected populate the report. To add or remove items form the report, update the Maintain QOH selection under the items’ Inventory tab: Lists > Invoice Item.

Navigate to Reports > Find a Report > Inventory > Counts Report.

1. Select the appropriate sort order for your needs.
2. Add range filters as needed, such as class or subclass. Range options are based on sort selection.
3. Select Include inactive items, if needed.
4. Click Preview, Print Now (to designated printer) or Print (and select different printer).

Notes:

• General Report printer assignments determine the designated printer used with Print Now.
• This is a ‘live’ report for any item set to maintain QOH. The quantity updates with any inventory transaction that modifies the quantity. Examples: Posting inventory receipts, invoicing products, performing quantity adjustments.
• Items with Maintain QOH selected populate the report. To add or remove items form the report, update the Maintain QOH selection under the items’ Inventory tab: Lists > Invoice Item.
• Search ‘count’ in the Report Search window for a list of available reports.

Navigate to Reports > Find a report > Inventory > Audit report.

1. Enter a Date range and add AND. A date range is required for the audit report.
2. Enter the Item ID in the next range row.
3. Click Preview, Print Now (to designated printer) or Print (and select different printer).

Note: This report does not include inventory transactions for stock transfers (Multi-location inventory (MLI) only)

Navigate to Reports > Find a report > Inventory > Cost or Cost Totals reports.

1. Select the appropriate sort order for your needs .
2. Add range filters as needed, such as a range of items or classes. Range options are based on sort selection.
3. Click Preview, Print Now (to designated printer) or Print (and select different printer).

Notes:

1. General Report printer assignments determine the designated printer used with Print Now.
2. Cost Totals version of the report displays the value per classification only, with item level detail.
3. Both Cost and Cost Totals reports are ‘live’ reports. They update with any inventory transaction that modifies quantity or cost. Examples: Posting inventory receipts, invoicing products, performing quantity or cost adjustments.
4. Search ‘on hand’ in the Report Search window for a list of available reports.

Navigate to Reports > Find a Report > End of Day or Month > Inventory on Hand by Class, Item or Inventory on Hand Totals.

1. Select a closed period. This report is not available from Current.
2. Click Preview or Print.
3. Add range filters if needed and click OK.

Notes:

• Both Class, Item and Totals reports provide historical on hand cost/QOH in Cornerstone versions 9.3 and higher.
• This report is not available for Current daily period or for combined daily or monthly periods.
• Search ‘on hand’ in the Report Search window for a list of available reports.

Navigate to Reports > Find a Report > Invoice Item > Controlled Substance Report.

1. Select the appropriate sort order for your needs .
2. Add range filters as needed, such as Invoice Date.

Notes:

• This report displays data for any items on posted invoices that are indicated as controlled substances. This also includes linked items when the associated billing item is invoiced.
• This report does not fully replace paper logs which also need to include incoming inventory.

Report option 1

Navigate to Reports > Find a report > Inventory > Items Profit Analysis Report.

1. Select the appropriate sort order for your needs.
2. Add range filters as needed, such as a range of items or classes. Range options are based on sort selection..
3. Click Preview, Print Now (to designated printer) or Print (and select different printer).

Report option 2

Navigate to Reports > Find a Report > End of Month > Cost of Goods Sold reports.

1. Select an appropriate period. Use Ctrl + Shift to select consecutive multiple periods.
2. Click Preview or Print.
3. Add range filters if needed and click OK.

Notes:

• Either report displays only data for items maintaining quantity on hand that are directly invoiced. It does not include linked items when the associated billing item is invoiced.
• The Item Profit Analysis report only reports as ‘current’.
  • The report updates month to date (MTD) and year to date (YTD) numbers after each end of date (EOD) close.
  • MTD resets to zero after running the end of month (EOM) and the report resets to zero after running the end of year (EOY).
• Use the Cost of goods sold (COGS) report for current or historical information.
• The Item Profit Analysis reports in gross dollars and the Cost of Goods Sold reports in net dollars.
• The cost value from either report comes from the item’s average cost at the time the invoice was posted.

Navigate to Reports > Find a report > Inventory > Reorder Report and Want List reports.

1. Select the appropriate sort order for your needs.
2. Add range filters as needed, such as class or vendor. Range options are based on sort selection.
3. Select Include inactive items if needed.

Notes:

• Reorder information is based on each item’s reorder point settings and the current quantity on hand (QOH).
• Want List item status is based on your inventory default setting. Based on the setting, one of the following will occur when a want list item is ordered:
  • Items are deleted from the Want List, Purchasing worklist and the the Want List report. This is the recommended setting.
  • Items are changed to a status of completed and display in the windows and on the report..