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Using the Stock Report

Tapping Stock Report in the Other Reports screen displays the report. From this screen, you can

  • View the stock coming in and going out of your business.
  • Change the date range of the report.
  • Send the report by email, print it or open it in another app.

 

What does the report show?

The stock report shows the quantity and value of stock coming into and going out of your business. You may find the report useful if you need to perform a stocktake, and space is provided next to the two c/f columns for this purpose. For details about adjusting your stock, please refer to How to... (Stock Screen).

The report shows both the quantity of stock and the valuation under two main columns.

QUANTITY

The Quantity columns show the number of units of stock transferred in the report period:

  • b/f - Quantity brought forward to the start date of the report.
  • + - Quantity purchased during the period.
  • - - Quantity sold or disposed during the period.
  • c/f - Quantity carried forward at the end date of the report.
VALUATION

The Valuation columns show the book value (cost value) of stock transferred in the report period:

  • b/f - Valuation brought forward to the start date of the report.
  • + - Value purchased during the period.
  • - - Value disposed during the period. Note this is the cost value, not the sale value.
  • c/f - Valuation carried forward at the end date of the report.

 

How does EasyBooks pick the initial date range?

The Next P&L Consolidation date from your Business Settings is used as the end date of the report. If this date has not yet passed, the report uses current date instead. If you've consolidated your profit and loss, the day after your last consolidation is used as the start date. Otherwise the date of the earliest transaction is used.

 

How do view a previous year's report

Use the back and forward buttons to change the report date quickly to the previous or next financial period. The report will run for the whole of the financial period selected.

 

Options in the settings Menu:

  • Change Start Date - You can set the start date to any date prior to the currently selected end date.
  • Change End Date - You can set the end date to any date after to the currently selected start date.

 

Options in the action Menu:

This button is used to send or print the report. It uses the standard Apple sharing panel and allows you to send the report by email or AirDrop, print it to an Airprint-compatible printer or send it to another app such as Dropbox. Three file formats of the report are available.

  • As shown (HTML) - The HTML format will open in a web browser.
  • Comma separated (CSV) - The CSV format contains the same information and is more suited to importing into a spreadsheet.
  • Both (ZIP) - The ZIP format contains both the HTML and CSV files compressed into a single zip file.