Creating New Inventory Analysis Reports

You use analysis reports to analyze the dynamics of your inventory according to key performance indicators that you select, for example inventory turnover. You can also use the report to analyze your inventory costs, in terms of direct and indirect costs, as well as the value and quantities of your different types of inventory (raw materials, finished goods and WIP).

 

Creating a report means defining a combination of analysis lines, for example a list of item groups, and analysis columns, for example inventory turnover for the current year compared to last year. Before you create new reports, you must set up templates for the lines and columns . You can set up as many line and column templates as you like, and then combine them to create new analysis reports.

To Create New Inventory Analysis Reports:

  1. Open the Inventory Analysis Report window.

  2. In the Analysis Report Name field, click the AssistButton to see the Analysis Report Names window.

  3. Click the first empty line, and in the Name field, enter the name you want to give your new analysis report. In the Description field, enter a description.

  4. Still in the same window, in the Analysis Line Template Name field, click the AssistButton and then in the Inventory - Analysis Line Templates window, select the relevant analysis line template and click OK to copy it to the field.

  5. In the Analysis Column Template Name field, click the AssistButton and in the Inventory - Analysis Column Templates window, select the relevant analysis column template and then click OK to copy it to the field.

  6. Click OK to view the report that you have created.

Note

Building combinations of line and column templates to create reports and assigning them unique names is optional. If you do this, selecting a report name means that you won't need to select line and column templates in the Inventory Analysis Report window. After you have chosen a report name, you can change line and column templates independently and then later select the report name again to restore the original combination.

Related Topics

Setting Up Analysis Lines

Setting Up Analysis Columns

Printing from the Analysis Report Window

Analysis Reports