> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/reports/operation/inventory-by-location-by-date.md). # Inventory By Location (By Date) ### **What is the Inventory By Location (By Date) Report?** The **Inventory By Location (By Date) Report** provides an interactive pivot table view of inventory quantities available at different locations for a specific date. It enables users to analyze the **on-hand** inventory by store, item, and location based on the selected date type, making it easy to review inventory balances as of a particular date. The report helps businesses monitor inventory distribution across locations, compare stock availability between stores, and analyze inventory positions using customizable pivot table views and filters. ### **Running and Customizing Inventory By Location (By Date) Report** To access and work with the Inventory By Location (By Date) Report in XoroERP, follow these steps: 1. Navigate to **Menu → Reports → Operation → Inventory By Location (By Date) Report**.
2. The report opens in an interactive pivot table format where you can customize the layout, apply filters, and analyze inventory by location based on your business requirements.
### **Report Filters** To help users quickly narrow down inventory data, the Inventory By Location (By Date) Report provides several filters at the top of the screen. * **Date:** Displays inventory information for the selected date. * **Store:** Displays inventory records for the selected store. * **Item or Desc:** Search for a specific item using the item number or description. * **Location:** Displays inventory records for the selected warehouse location. * **Date Type:** Determines which inventory date is used for generating the report. For example, users can generate the report based on the **Create Date** or other supported inventory date types. After selecting the required filters, click the **Refresh** icon in the top-right corner of the report to apply the changes.
### **Pivot Table Rows and Columns** The Inventory By Location (By Date) Report presents information using an interactive pivot table. Users can organize the report by arranging different fields into **Rows**, **Columns**, **Values**, or **Report Filters**, enabling them to analyze inventory data from different perspectives. For example, users can group inventory by **Store**, **Item**, **Location**, **Category**, **Lot Number**, or any other available field to generate customized inventory summaries. ### **Inventory By Location (By Date) Report Fields** The Inventory By Location (By Date) Report contains a wide range of fields that can be used for filtering, grouping, and summarizing inventory information.
FieldDescription
StoreDisplays the store where the inventory is maintained.
Store CodeDisplays the code assigned to the store.
ItemDisplays the item number.
DescriptionDisplays the item description.
LocationDisplays the inventory location within the store.
DateDisplays the selected inventory date.
On HandDisplays the quantity currently available at the selected location.
Avg CostDisplays the average cost of the item.
Unit CostDisplays the unit cost of the item.
Base Part NumberDisplays the base part associated with the item.
CategoryDisplays the item category.
Product CategoryDisplays the product category assigned to the item.
Group NameDisplays the item group.
Lot NumberDisplays the lot number associated with the inventory.
Last Received DateDisplays the date on which the item was last received into inventory.
Cubic CapacityDisplays the cubic capacity of the item.
GenderDisplays the gender classification assigned to the item, if applicable.
These fields can be arranged in different sections of the pivot table to generate customized inventory views and summaries. ### **Drill-Down Functionality** The Inventory By Location (By Date) Report allows users to drill down into summarized values for more detailed analysis. **Total Sum of On Hand** Clicking any value in the **Total Sum of On Hand** column opens a **Details** window displaying the individual inventory records that contribute to the selected quantity. The window displays information such as the **Store**, **Item**, **Location**, **Date**, and **On Hand** quantity, allowing users to review the records that make up the summarized inventory value.
### **Toolbar** The toolbar provides several options for managing, exporting, and customizing the report. 1. **File** * **Save My Layout:** Saves the current report layout for future use. * **Restore Layout:** Restores the previously saved report layout. * **Restore Filters:** Removes all applied filters and restores the default filter settings. * **Save as New:** Saves the customized report as a new report component for future use. 2. **Tools** The **Tools** menu provides utilities for managing and interacting with the report layout. * **Expand All:** Expands all grouped rows and columns in the report, displaying every level of the hierarchy for detailed analysis. * **Collapse All:** Collapses all expanded rows and columns, displaying only the highest level of the report hierarchy for a summarized view. * **Fill Group Cells:** Fills blank cells within grouped rows or columns by repeating the corresponding group values, making the report easier to read and export. * **Hide Group Cells:** Hides repeated group values within grouped rows or columns, displaying the group value only once to provide a cleaner and more compact report layout. 3. **Export** Users can export the report in multiple formats (CSV, HTML, PDF) for sharing or further analysis. * **Grid:** Displays the report in an interactive grid layout. * **Charts:** Display graphical representations of the report data for visual analysis. ### **Layout and Formatting Options** The right side of the toolbar provides options for customizing how the report is displayed. #### **Format** The **Format** option allows users to customize the appearance of the report, including number formatting, text alignment, decimal separators, thousand separators, and conditional formatting rules. #### **Options** The **Options** window allows users to customize how the pivot table is displayed. It provides settings for controlling the display of grand totals, subtotals, and the overall layout of the report. The available options include: **Grand Totals:** Controls whether grand totals are displayed in the report. Users can choose to: * Do not show grand totals * Show grand totals * Show grand totals for rows only * Show grand totals for columns only **Subtotals:** Controls the display of subtotals within grouped data. Users can choose to: * Do not show subtotals * Show subtotals * Show subtotal rows only * Show subtotal columns only **Layout:** Allows users to select how the pivot table is presented. The available layouts are: * **Compact Form:** Displays grouped fields in a compact, space-efficient layout. * **Classic Form:** Displays each field in a separate column, providing a traditional pivot table view. * **Flat Form:** Displays all fields in a flat tabular layout without hierarchical grouping. After selecting the desired options, click **Apply** to update the report layout or **Cancel** to discard the changes.
### **Fields** Selecting **Fields** opens the field configuration window where users can fully customize the report layout. Within this window, users can search available fields, add or remove fields from the report, rearrange fields using drag-and-drop, and organize them into the **Report Filters**, **Rows**, **Columns**, and **Values** sections. Users can also expand or collapse field groups for easier navigation. For example, drag **Store** into **Rows** to group inventory by store, **Location** into **Rows** to analyze inventory by warehouse location, **Date** into **Columns** to compare inventory across dates, or **On Hand** into **Values** to summarize available inventory quantities. After making the required changes, click **Apply** to update the report. **Calculated Values:** The **Add calculated value** option allows users to create calculated fields for the report. Users can select predefined calculations or create custom formulas using mathematical operations and supported aggregation functions. These calculated values can then be added to the report like any other value field, enabling customized inventory analysis based on business requirements. {% hint style="info" %} Calculated values can also be defined by using mathematical operations and system-defined functions such as **SUM**, **AVERAGE**, and other supported aggregation functions. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.xorosoft.com/xoroerp-1/reports/operation/inventory-by-location-by-date.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.