REPORT

cbohn
New Contributor

How can I run a report that tells me how many of a certain material I sold last year ? Like I want to know how many vacuum breakers we sold in 2022

1 ACCEPTED SOLUTION

MollyVS
New Contributor III

Hey there @cbohn👋

I would recommend using the invoices dataset to create a custom report looking at invoice items. You can also use the pre-built report titled Invoice Item Detail with Pricebook Information and then add in a grouping for Item number or category. Here's a quick video to show you how to add a grouping and then a count of items: https://www.loom.com/share/9927a657b976469ab5cdd34fd136cc79

There's another report called the Item Consumption Report that shows how much product you've used or have on hand.

 

 

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3 REPLIES 3

cbohn
New Contributor

Thank you so much for responding ! 

 

Colleen 

scottf_GBO
Contributor II

You can also run the "Item Consumption Report"  and that will give you all materials that you sold (versus items/ tasks)

Scott Forbes
Custom Climate Concepts

MollyVS
New Contributor III

Hey there @cbohn👋

I would recommend using the invoices dataset to create a custom report looking at invoice items. You can also use the pre-built report titled Invoice Item Detail with Pricebook Information and then add in a grouping for Item number or category. Here's a quick video to show you how to add a grouping and then a count of items: https://www.loom.com/share/9927a657b976469ab5cdd34fd136cc79

There's another report called the Item Consumption Report that shows how much product you've used or have on hand.