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Download Reports

Last Updated: Jan 20, 2016 01:45PM CST
Clearly Inventory offers a variety of ways to examine your current inventory. We make it quick and easy to download your current stock levels, Inventory activity, restock reports, custom reports, etc....

To Download Reports:

1. Click the "
Reports" tab. 

2. Click the link that corresponds with the report you wish to download ("Current Inventory", "Inventory Activity ",  "Global Restocks " or "Local Restocks ", or  "All Items ").

3. If downloading "
Current Inventory " and "Inventory Activity", click the report button, type the date range you wish in the "Date From" and  "Date To" fields, then click the "Download" button.

4.  If downloading 
"Global Restocks" or "Local Restocks " or "All Items ", click the "More" button, then click the "Download All Records" or "Download Filtered Records" button.

When downloading some reports, the system will export the original view state into an Excel format.  If you move columns these states are not preserved in the export (but they're pretty easy to do in Excel).  So, if you want to sort data, and then export into Excel, we recommend that you first download the report 'as is' and then do these kinds of manipulations within Excel.

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