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How to Create a Simple On-Hand Report
How to Create a Simple On-Hand Report

Use Heartland Retail's Reporting tool to view your on-hand inventory

Brian Curtis avatar
Written by Brian Curtis
Updated over a week ago

It's easy to view your on-hand inventory using Heartland Retail's reporting tool.

To create a new report, go to Reporting >> Analysis.

Start on the Filters tab by selecting Today as your date range.

Next, go to the Groups tab and add Item #, Item Description, and whatever other item info you'd like to see.

Next, go to the Metrics tab and add Current Inventory >> Qty On Hand.

Finally, go to the Options tab and un-check Include Subtotals?. This will make the report display one line per item. If you'd like the report to include your items with 0 on-hand, un-check Exclude rows where all metrics are zero. 0 will display as the dash '-' character.

If you've successfully followed the steps above, you should now have see a list like the one below:

If you change your item groups, you can change the granularity of the report. For instance, if you remove Item # and Item Description, then add a group like Vendor >> Name, you'll see your on-hands by vendor.

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