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Create an Inventory Valuation Report

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An Inventory Valuation Report shows the total value of the parts on hand.

  1. Navigate to Reports > Inventory > Inventory Valuation.

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  1. From the Valuation As Of calendar picker, select the date. When you select this date, the report will show all records until 23:59:59 for the day you have selected. 
  2. From the Warehouse drop-down, select the warehouse.
  3. The toggle displays, by default to ON, you can toggle the Show Part Details to OFF.
  4. From the Valuation based on drop-down, select either: Available Quantity or On Hand Quantity.
  5. Click the Run Report button.

The report populates based on selected criteria.

Now, you can export the report; click the Export clipboard_e98a45741970f55ea8ee7dc3ad80d22c7.png and the report is downloaded as an .XLSX file.

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