Vital End of Year Reports

There are reports that you should be running weekly, or monthly depending on how frequently you review your business performance. You should run those same reports for the end of year so you can analyze the same performance metrics for the entire year. Running these reports days into the new year might give misleading results.

Below are two inventory reports that you should consider running (and saving) before you make any transactions in the new year:

Use the Reports menu as shown above, then: 

Select the category and subcategories you want in the report, use any other filter boxes you need, and click on the FIND button. 

You will get a report that looks like this:

Inventory Cost Value Report

Use the Reports menu as shown above, then: 

Select the category and subcategories you want in the report, use any other filter boxes you need, and click on the FIND button. 

You will get a report that looks like this:

These reports (with the different parameters selected) will give you a snapshot of your inventory metrics at the end of the year. Along with other End of Year reports, they preserve information that you may need to analyze in greater detail as you start off in the new year.