Reports & Analytics

Filters and options in the Inventory Reconciliation report

Control which products and locations appear in your reconciliation report.

Jul 11, 2026

Filters and Options in the Inventory Reconciliation Report

Use these filters to narrow the reconciliation scope to match your physical count area or audit requirements.

Filter	Options	Notes
Warehouse	Dropdown list of your warehouses	Select one warehouse to reconcile only that location. Leave blank to include all warehouses.
Product Category	Dropdown or checkboxes	Reconcile only specific product categories (e.g., medications, consumables, spare parts).
Reconciliation Date	Date picker	Reconcile as of a specific date. The report shows system quantities as of that date.
Include Zero-Stock Items	Yes / No checkbox	If enabled, shows products with zero system quantity (useful to verify items marked as sold out). Default is off to reduce clutter.
Status	Active / Inactive / All	Include only active products, only discontinued items, or both.

Option	Effect
Group by Warehouse	Organizes rows by warehouse location if reconciling multiple warehouses.
Sort by Variance	Orders rows by variance amount (greatest discrepancies first), useful for prioritizing adjustments.
Show Historical Adjustments	Displays prior adjustment records for each product (if available).

Reconcile by warehouse. If your warehouse is large, split reconciliation by section or warehouse to match your counting process.
Use date filters for cycle counts. If you count different sections on different days, use the date filter to reconcile only the products counted on a specific day.
Filter by category when you discover problems. If you spot spoilage in one product category, filter by that category to identify all affected items.

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