Settings and activity
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1 vote
Hi Arthur, is there a particular report you'd find this selection most useful for? It's unlikely we'd add this as a common date range across all reports at once - it'd be good to better understand the reports this would be most helpful for you on. Thanks
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Arthur Kaminski
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37 votes
Hi team, being upfront here - though we appreciate the interest in adding tracking to Inventory reports here this isn't something we have any plans for in the short term.
As shared in my last update, we'd recommend the Receivable or Payable Invoice Detail reports which can be grouped and filtered by Item and Tracking and enable you to get a view of the quantities purchased and sold by category 🙂
An error occurred while saving the comment Arthur Kaminski
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Trying to set up a report which cleanly shows what total quantity of various products were sold the week prior by various individuals. Thought we had it sussed by creating a sale account for each person + using Inventory Item Summary, but it turns out this report does not pay attention to the selected sale account of the transactions, only the transacted item's default sale accounts assigned during set up.
Discovered Tracked Categories and though, hurray, found a solution. Created a Category "Salesperson" with all the individuals as options, but you can't filter the Inventory Item Summary report by Tracked Categories!!
Getting really difficult to use Xero for the direction we're going in (which doesn't seem to be a particularly complicated/demanding one!)
Arthur Kaminski
supported this idea
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3 votes
Thanks for letting us know how this report could be improved for you.
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Arthur Kaminski
supported this idea
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3 votesArthur Kaminski
supported this idea
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Thanks for the response. Receivable Invoice Detail is where this would help us massively. We have a custom report set up which shows our back office staff the quantity of tracked (and untracked) inventory items sold by each technician (who are set up as a Tracking Category). We need to replenish them with parts on a weekly basis. Currently, to see what was sold last week, we have to go in and adjust the date Mon-Fri of the previous week every time we open the report, which will lead to mistakes and can be confusing particular when the week falls between months. "Last Week" would be amazing.