KPI Dashboard & Reporting / Standard Reports / Balance Report [RPT003]

You have the option to run the Balance Report on a Lot level.

Note: If you run the Balance Report on a Lot level it excludes any non-Lot traceable items and only shows you the Lot Traceable items.

If you don’t like reading, you can watch the video.

Try it!

You should already have the Balance Report open.
To run the Report on a Lot level you must first uncheck the View Details check box
Check the Show Report To Lot Level
Select Refresh to refresh your data grid

Balance Report with additional layer of information

You will now only see Lot traceable items in the report
The option also exist to include ship quantities - Include Ship Quantities in the Balance Report

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