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Inventory item last count date by location

edited Sep 29, 2023 11:04AM in Ask A Guru 3 comments


I'm trying to build a report by location to show the number of items not counted within the last 3 months and then be able to drill down and see these items.

I have been able to create a report using an item saved search and using the location last count date. However, I'd only like to include the counts that have been approved and not anyanother status. Is there a formula I could use?

The issue I have is, we circulate various stock counts every months, but they don't always get counted and approved. The counts then get deleted and circulated again. I need a way to identify the items that aren't getting counted at each site.

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