{"id":26798,"date":"2018-11-01T12:08:56","date_gmt":"2018-11-01T16:08:56","guid":{"rendered":"https:\/\/onpremise.inflowinventory.com\/support\/?p=26798"},"modified":"2018-11-01T12:08:56","modified_gmt":"2018-11-01T16:08:56","slug":"reports-frequently-asked-questions","status":"publish","type":"post","link":"https:\/\/onpremise.inflowinventory.com\/support\/article\/26798\/reports-frequently-asked-questions\/","title":{"rendered":"Reports: frequently asked questions"},"content":{"rendered":"<p>Reporting is tough and we&#8217;ve put together a list of frequently asked reporting questions that community members have gotten in touch with us about when working with popular reports.<\/p>\n<p>Click a report below to jump to it!<\/p>\n<p><strong>Sales Reports<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"#sales-by-product-summary\"><span style=\"font-weight: 400;\">Sales by Product Summary report<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#sales-by-product-details\"><span style=\"font-weight: 400;\">Sales by Product Details report<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#sales-order-profit\"><span style=\"font-weight: 400;\">Sales Order Profit report<\/span><\/a><\/li>\n<\/ul>\n<p><strong>Inventory Reports<\/strong><\/p>\n<ul>\n<li><a href=\"#inventory-details\"><span style=\"font-weight: 400;\">Inventory Details report<\/span><\/a><\/li>\n<li><a href=\"#inventory-summary\"><span style=\"font-weight: 400;\">Inventory Summary report<\/span><\/a><\/li>\n<li><a href=\"#historical-inventory\"><span style=\"font-weight: 400;\">Historical Inventory report<\/span><\/a><\/li>\n<li><a href=\"#inventory-movement-summary\"><span style=\"font-weight: 400;\">Inventory Movement Summary report<\/span><\/a><\/li>\n<li><a href=\"#inventory-movement-details\"><span style=\"font-weight: 400;\">Inventory Movement Details report<\/span><\/a><\/li>\n<\/ul>\n<h2><em><span style=\"font-weight: 400;\">Sales Reports<\/span><\/em><\/h2>\n\n<h3><b>Sales by Product Summary report<\/b><\/h3>\n<p><strong>Does this report include deactivated items?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">No &#8211; the Sales by Product Summary report doesn&#8217;t include deactivated items. T<\/span><span style=\"font-weight: 400;\">his will impact the Cost of Goods Sold calculation in this report since your deactivated products aren&#8217;t counted towards it.\u00a0<\/span><\/p>\n<blockquote><p><span style=\"font-weight: 400;\">Workaround: generate a Sales by Product Details report to include deactivated items.<\/span><\/p>\n<ol>\n<li>In the filter fields on the left side of the report, click into the <em>Products<\/em> field and then &#8220;Select products&#8230;&#8221;<\/li>\n<li>In the Product Selection screen, click into the <em>Show<\/em> field, select &#8220;Show All&#8221; and hit <em>Refresh<\/em><\/li>\n<li>Move ALL the products in the left panel to the right panel, and hit <em>Select<\/em> then\u00a0<em>Generate Report<\/em><\/li>\n<\/ol>\n<\/blockquote>\n\n<h3><b>Sales by Product Details report<\/b><\/h3>\n<p><strong>What does\u00a0<em>Sales Cost<\/em> mean?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\"><em>Sales Cost<\/em>\u00a0is the cost per unit of your product.\u00a0<\/span><\/p>\n<p><strong>How does inFlow generate the data for the\u00a0<em>Location<\/em> column?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">The location column displays the location that was <a href=\"https:\/\/onpremise.inflowinventory.com\/support\/article\/64213050\/how-do-i-set-the-location-inflow-deducts-items-from\/\">recorded on the sales order<\/a>, not necessarily where the product was in when it was sold.\u00a0<\/span><br \/>\n<a id=\"sales-order-profit\"><\/a><\/p>\n<h3><b>Sales Order Profit report<\/b><\/h3>\n<p><strong>How does inFlow calculate the <em>Cost<\/em> column?<\/strong><\/p>\n<p><em>Cost\u00a0<\/em>is the product cost value + non-customer costs on the sales order.<\/p>\n<p><div class=\"article-image\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-18471\" src=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/39913594_1.png\" alt=\"\" width=\"1016\" height=\"734\" srcset=\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/39913594_1.png 1016w, https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/39913594_1-300x217.png 300w, https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2014\/05\/39913594_1-768x555.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/div><\/p>\n<p><strong>How does inFlow calculate the\u00a0<em>Cost of Goods Sold\u00a0<\/em>column?<\/strong><\/p>\n<p>Unlike the\u00a0<em>Cost<\/em> value, the cost of goods sold does not take into account non-customer costs.\u00a0Please see <a href=\"https:\/\/onpremise.inflowinventory.com\/support\/article\/21885\/inflow-calculate-cost-item-cost-goods-sold\/\">here<\/a> for a breakdown of how inFlow calculates the <em>Cost of Goods Sold<\/em>\u00a0(COGS).<\/p>\n<p><span style=\"font-weight: 400;\">If you don&#8217;t have any non-customer costs on the sales order, you&#8217;ll find that the COGS and Cost values will be the same in the report. <\/span><\/p>\n<h2><em><span style=\"font-weight: 400;\">Inventory Reports<\/span><\/em><\/h2>\n\n<h3><b>Inventory Summary report<\/b><\/h3>\n<p><strong>How does inFlow calculate <em>Total Sales Value<\/em>?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Total Sales Value is calculated based on your <a href=\"https:\/\/onpremise.inflowinventory.com\/support\/whats-the-difference-between-quantity-on-handquantity-available-etc\/\">quantity owned<\/a>, <em>not<\/em>\u00a0quantity on hand (like in the Inventory Details report).\u00a0<\/span><br \/>\n<a id=\"inventory-details\"><\/a><\/p>\n<h3><b>Inventory Details Report<\/b><\/h3>\n<p><strong>What does the <em>Quantity\u00a0<\/em>field mean?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">On this report, the <em>Quantity\u00a0<\/em>field is your <a href=\"https:\/\/onpremise.inflowinventory.com\/support\/whats-the-difference-between-quantity-on-handquantity-available-etc\/\">quantity on hand<\/a>.<\/span><\/p>\n<p><strong>How does inFlow calculate\u00a0<em>Total Sales Value<\/em>?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">In this report, the <em>Total Sales Value<\/em> is calculated based on <a href=\"https:\/\/onpremise.inflowinventory.com\/support\/whats-the-difference-between-quantity-on-handquantity-available-etc\/\">quantity on hand<\/a> (this is different from the Inventory Summary report which calculates this value based on quantity owned).\u00a0<\/span><br \/>\n<a id=\"historical-inventory\"><\/a><\/p>\n<h3><b>Historical Inventory report<\/b><\/h3>\n<p><strong>How does inFlow calculate the\u00a0<em>Quantity Owned<\/em> field?<\/strong><\/p>\n<p>This report calculates your <a href=\"https:\/\/onpremise.inflowinventory.com\/support\/whats-the-difference-between-quantity-on-handquantity-available-etc\/\">quantity owned<\/a> at\u00a0<em>end<\/em>\u00a0<em>of day\u00a0<\/em>of the selected target date. <em>Quantity owned<\/em> is determined by shipping date if shipping is turned on, or invoice date if shipping is turned off.<\/p>\n<p>In other words, the Historical Inventory Summary report records that a product is removed from inventory on the shipped or invoiced date.<br \/>\n<a id=\"inventory-movement-summary\"><\/a><\/p>\n<h3><b>Inventory Movement Summary<\/b><\/h3>\n<p><strong>How does inFlow calculate the\u00a0<em>Quantity On Hand\u00a0<\/em>field?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">This report calculates your quantity on hand at\u00a0<em>end<\/em>\u00a0<em>of day\u00a0<\/em>of the selected target date. <em>Quantity On Hand<\/em>\u00a0is determined by the pick date on a sales order.\u00a0<\/span><\/p>\n<p>In other words, the Inventory Movement Summary report records that a product is removed from inventory on the picked date.<br \/>\n<a id=\"inventory-movement-details\"><\/a><\/p>\n<h3><b>Inventory Movement Details<\/b><\/h3>\n<p><strong>How does inFlow calculate the\u00a0<em>Quantity\u00a0<\/em>field?\u00a0<\/strong><\/p>\n<p>This report calculates your <a href=\"https:\/\/onpremise.inflowinventory.com\/support\/whats-the-difference-between-quantity-on-handquantity-available-etc\/\">quantity on hand<\/a>, which is determined by the order date.<\/p>\n<p>In other words, the Inventory Movement Details report records that a product is removed from inventory on the order date.<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">NOTE: This report will not account for inventory that is not in a location (in transit, etc).\u00a0<\/span><\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Reporting is tough and we&#8217;ve put together a list of frequently asked reporting questions that community members have gotten in touch with us about when working with popular reports. Click a report below to jump to it! Sales Reports Sales by Product Summary report Sales by Product Details report Sales Order Profit report Inventory Reports [&hellip;]<\/p>\n","protected":false},"author":34,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_et_pb_use_builder":"","_et_pb_old_content":""},"categories":[20,25],"tags":[556,555,557,540],"_links":{"self":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/26798"}],"collection":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/comments?post=26798"}],"version-history":[{"count":1,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/26798\/revisions"}],"predecessor-version":[{"id":26799,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/26798\/revisions\/26799"}],"wp:attachment":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/media?parent=26798"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/categories?post=26798"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/tags?post=26798"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}