Transfer Detail Report

Navigate to Reports → Inventory Reports → Transfer Detail Report

Run this report to view the transfer transaction item details for a selected date range. This report shows the transfers you made during a period or any other chosen filters.

It shows the closed inventory transfers item details for the From/To Period range you choose.

Pre Set day Filter

Choose from the convenient list of predefined rolling time ranges, spanning current day/month, previous day/month, over which to run the report.

Start Date

Choose the first day and time from which to gather report data.

End Date

Choose the last day and time from which to gather report data.

Add or Remove Columns in your Reports

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, but you can’t save the edited report and reopen it later.

1. Open a report.

2. Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.

3. Check the columns you want to add. Uncheck the columns you want to remove.

Filter your Reports

You can filter reports to narrow down the information that is shown by default. For example, you can add a filter to show only transfers for a specific source, destination, category, etc. By filtering the data that is displayed on a report, you can view only the data that is important to you. 

You can also add or remove columns in your reports. Any filters or edits that you apply are saved as defaults.

The following procedure shows how to filter the data on the report. You can modify this procedure to filter the data on the report that you are working with.

1. Open a report.

2. Click Filters.

3. Select a Column

4. From the drop-down list, select the operator Contains, Not Contains, Equals, Not Equals, Starts With & Ends With.

5. In the filter box, type any value that you want to filter by.

   If you want to filter Destination by a value that is "USA 2", and/or "FLY" then select the operator Contains USA 2 Destination AND/OR Contains FLY

   

   You can specify more than one value. If a filter uses the same name operator, data is included in the report if any values match.

Advanced Filters

Advanced filters let users filter the report by Venue, Store, Register, Group, Warehouse, or Event by selecting the appropriate drop-down.

Any combination of filters can be used to return desired results. The user then clicks the filter button and is given a report.

Grouping 

Report values can be grouped based on the suitable sorting method which can be applied by dragging and dropping the columns. This can be selected from the Row Groups under Column filters.

For all inventory item transfers, the Transfer Detail Report shows the:

• Transaction No.
• Commit Date
• Committed By
• UPC
• Item Name
• Category
• QTY Ordered
• Unit Retail
• Extended Retail
• Source
• Destination

Download the report as an excel file

You can download the information in the report as a spreadsheet in excel format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

1. Generate the report as required.
2. Click the icon in the top right
3. The report will be downloaded as an excel file.

Articles in this section

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

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