Inventory Rollforward Report

scottcpa4hvac
New Contributor

Is there a report that exists or that could be created that starts with inventory balance as of a certain date and then shows all of the activity (inflows and outflows) to the balance as of a different date? Happy to do something in excel outside of the system if easier. 

3 REPLIES 3

scottcpa4hvac
New Contributor

Is this only able to be done with a single item or can it be done for all items? I am just trying to tie out cost of goods sold materials for a month, and see how that lines up with inventory at beginning of month vs. end of month. 

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

To get granular info you would have to search each item. But you should be able to run the aggerate inventory stock or the inventory line item report. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Not exactly sure what your trying to achieve but in the inventory tab>items>transactions might help. You can select a date range and download the info.

Screenshot 2023-05-16 133153.png

Randi Thompson
Bill Joplin's Air Conditioning & Heating