The Stock Take History report is a report that allows Admin users to review completed Stock Take results across their Warehouses.
Summary Cards
Total Stock Takes
This is the count of distinct Stock Takes matching the current filters.
Perfect Matches
This card shows items where the counted quantity exactly matched the expected quantity.
With Discrepancies
This shows items where the counted quantity differed from the expected quantity.
Average Recorded Discrepancy
This card shows the average discrepancy across all lines where the counted quantity is different to the expected quantity.
Filters
Count Type
This is a dropdown with options:
All
On Demand
Cycle Count
Spot Check
From Date/ To Date
This is a date range filter on the Stock Take's created date. If no 'from' date is provided, it defaults to 3 months ago.
User
Allows you to search by user and shows any count that, the selected user completed.
Search Bar
This will search across the following data
Reference
Client
Warehouse
Product SKU
Product Name
Visual Indicators
Within the report itself there are some visual indicators to help read the report.
Empty Locations - These will show an 'Empty' badge in the 1st count column.
Skipped Locations - These will show a 'Skipped' Badge.
Discrepancies - These are colour-coded: Green for exact match, Blue for more than expected stock, Red for less than expected stock.
Export the report
When exporting the report or data from the report you have two options.
CSV Export (Full) - This option is the blue Export to CSV button on the top right.
CSV Export (Selected Rows) - This option is a bulk action, you can select the rows you would like to export. Then run the bulk action.