How can I generate a specific report?

kitcat1988
kitcat1988 Member Posts: 3 Novice Member Novice Member

I am using Reckon Account Hosted.

I want to generate a monthly report that shows the the item code, item description, stock on hand and how many of the item were sold for the month.

When I use the Sales by Item Summary I can't get it to include the item description.

Any ideas?

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,216 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi kitcat1988

    Does this modified Inventory Valuation Detail report show what you need ?:


    image.png

    (I've removed some columns but you can add/remove columns accordingly 😊)

  • kitcat1988
    kitcat1988 Member Posts: 3 Novice Member Novice Member

    Thanks for your reply.

    I have had a look, I can't get my version to show the quantity sold.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,216 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited December 2022

    Hi kitcat1988

    Are your Items specifically created as "Inventory Items" & do you enter a quantity for each of them on Sales forms ? If so, you should be able to generate this report

    Happy to take a look for you if you want to email me direct 😊

  • kitcat1988
    kitcat1988 Member Posts: 3 Novice Member Novice Member

    Hello, Shaz, Yes, the items are all inventory items and the quantity sold in entered on the sales receipts and invoices.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,216 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    What exactly displays when you try to generate it ?