Historical Inventory Balance Report

Overview

Historical Inventory Balance Report is being introduced to enhance the existing Inventory Balance Report (IBR) on the console. This report will include a new column labeled Snapshot Date and will allow users to generate reports based on specific snapshot dates within a range. The historical data will be stored for 60 days, and users can filter the report by a Snapshot Date.

Navigate to Reports → Inventory Reports → Historical Inventory Balance Reports

Snapshot Date

The "Snapshot Date" column allows users to pinpoint inventory data for specific dates, while snapshot date filters facilitate navigation through historical records. the system captures daily snapshots of IBR report data to ensure comprehensive historical data coverage over a 60-day duration. Historical IBR data is seamlessly stored and retrieved from Imply, our data analytics project, enhancing data management and accessibility. Access to the Historical Inventory Balance Report is exclusively available to users on the "Ultimate" plan, aligning feature availability with plan tiers. Enhanced filtering options enable users to customize reports based on specific criteria, with robust export, email export, and print options for convenient data sharing and analysis. Additionally, several enhancements optimize user experience, including the removal of options to create store or transfer orders, elimination of navigation to the item analytics UI, and implementation of restrictions prompting users to select dates within a 60-day range from the current date for enhanced data integrity.

Enterprise View: Turned on by default, it displays consolidated inventory data across all the venues

Note: The "Supplier" field name has been changed to "Vendor."

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

See more