Reports Overview

Key features

Monthly Stock Reporting

• Generate monthly stock reports.
• Display opening stock.
• Display issued/released quantities.
• Display new stock.
• Display closing stock.
• Export stock reports from the ITM portal.
• View line-item-level stock information.
• View stock information according to location.

Stock Balance Validation

• Compare the previous month's closing stock with the next month's opening stock.
• Validate stock quantities across reporting periods.
• Identify differences in stock quantities.
• Check missing line items.
• Identify possible duplication or missing stock data.
• Validate stock movement before report release.

New Stock Reporting

• Display newly added stock in the report.
• Track new stock added during a reporting period.
• Verify whether newly added items appear correctly.
• Compare new stock with the overall stock movement.

Issued Stock Reporting

• Display issued quantities.
• Track quantities issued during a month.
• Report items based on issued quantities.
• Compare issued quantities across different reporting periods.

Location Reporting

• Display location information in reports.
• Support internal location information.
• Show exported location information.
• Include internal location in individual item reports where configured.

Purchase Cost Reporting

• Track purchase cost information.
• Discuss inclusion of purchase cost in reports.
• Include purchase cost together with internal location where required.
• Review report structure before adding cost-related parameters.

Report Verification

• Review reports before sending them to management.
• Cross-check monthly reports.
• Compare opening and closing balances.
• Identify differences and highlight them.
• Validate reports across different locations.
• Verify multiple months of reports before release.