Inventory Reports
This Reports guide helps users choose reports, apply filters, export safely, and explain mismatches with source records.
Use this page when you need practical help with Inventory Reports. It keeps the older help topic useful while linking it into the newer public help structure, so users can understand the purpose, complete the workflow, check permissions, avoid common mistakes, and know when to ask for help.
Who Uses This Page
- Managers, finance users, inventory leads, procurement leads, and admins.
- Users exporting evidence for review.
- Support teams investigating mismatches.
Before You Start
- Confirm you are signed into the correct AWRA workspace.
- Confirm your role includes the menu, record, report, or action you need.
- Have the relevant record number, branch, warehouse, customer, vendor, item, payment, or workflow reference ready.
- Check whether the record status allows the action you want to take.
Recommended Workflow
- Open the report and choose the correct report type.
- Apply date, status, branch, warehouse, customer, vendor, item, or payment filters.
- Review on-screen totals before exporting.
- Compare with source records if results look wrong.
- Share exports only with authorized users.
Permissions Note
If you cannot see Inventory Reports, the issue is usually role access, branch or warehouse assignment, module availability, report permission, or record status. Ask your organization admin to review the exact task you need instead of requesting broad access.
Common Mistakes
- Skipping search and creating duplicate records.
- Using the wrong branch, warehouse, date range, status, customer, vendor, item, or payment filter.
- Saving changes before checking required fields and attachments.
- Assuming a missing button is broken before checking role, status, and assignment.
Need help with this topic?
Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.