Inventory reports

<page>
<metadata>
<title>Inventory reports</title>
<path>/visma-net-erp/help/inventory/inventory-reports</path>
<kind>section</kind>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Inventory reports


Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point.
</content>
</page><page>
<metadata>
<title>Inventory reports - overview</title>
<path>/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview</path>
<kind>page</kind>
<description>By using the wide variety of reports for the Inventory workspace, you can promptly get detailed information about inventory and warehouses, as well as inventory revaluation data.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Inventory reports - overview

By using the wide variety of reports for the Inventory workspace, you can promptly get detailed information about inventory and warehouses, as well as inventory revaluation data.


By using the wide variety of reports for the Inventory workspace, you can promptly get
detailed information about inventory and warehouses, as well as inventory revaluation
data.

You can also analyse the data by various criteria, and track inventory operations
for different warehouses and locations.
Many of the reports in this workspace have both
summary and detailed versions; you can decide which version best meets your current
needs.

Because the Inventory workspace is tightly integrated lwith other workspaces, such as
Purchases, Inventory, General ledger, and VAT, you can find and analyse
the exact information you need.
By using flexible selection options and data links, you
can easily drill down from a financial report to any supporting details.

> [!NOTE]
> Because the Inventory reports are generated by user request, they run on only accounts and subaccounts that the user is authorised to access, based on the user's roles and membership in restriction groups.

The reports can be generated in multiple formats, including PDF and HTML. Also, you can print the report you generated or send the report by email.

## Inventory reports

The Inventory workspace includes the following reports:

### Balance

+ [Inventory balance (IN61500S)](/visma-net-erp/help/inventory/inventory-reports/inventory-balance-in61500s/): Displays detailed, up-to-date information about the quantities and unit costs of stock items at different warehouses and locations.
+ [Historical inventory balance (IN61600S)](/visma-net-erp/help/inventory/inventory-reports/historical-inventory-balance-in61600s/): For the chosen period, presents detailed information about the beginning and ending quantities of stock items at different warehouses and locations.
+ [Inventory valuation (IN61550S)](/visma-net-erp/help/inventory/inventory-reports/inventory-valuation-in61550s/): Displays information about the quantities on hand and the total cost of inventory by inventory account, with details for different warehouses.
+ [Historical inventory valuation (IN61700S)](/visma-net-erp/help/inventory/inventory-reports/historical-inventory-valuation-in61700s/): For the chosen period, displays information about how the balances of the inventory accounts and the costs of the stock items at different warehouses change during the period.
+ [Goods in transit (IN616500)](/visma-net-erp/help/inventory/inventory-reports/goods-in-transit-in616500/): Shows up-to-date information about the goods in transit, their total quantities, and their total cost.
+ [Lot/serial numbers (IN613000)](/visma-net-erp/help/inventory/inventory-reports/lot-serial-numbers-in613000/): Displays information about stock items with lot or serial numbers: expiration dates, unit costs, quantities available, and expired quantities as calculated for the selected aging date.

  > [!NOTE]
  > This window is only available if the **Lot/serial tracking** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.

### Stocktaking

+ [Stocktaking sheets (IN620500)](/visma-net-erp/help/inventory/inventory-reports/stocktaking-sheets-in620500/): Generates stocktaking sheets for the selected stocktacking.
+ [Stocktaking variance preview (IN621500)](/visma-net-erp/help/inventory/inventory-reports/stocktaking-variance-preview-in621500/): Lists the stock items included into stocktacking, and displays the book quantities and the count results for the items.

### Window

+ [Assembly confirmation (IN30702S)](/visma-net-erp/help/inventory/inventory-reports/assembly-confirmation-in30702s/)
+ [Assembly picklist (IN30701S)](/visma-net-erp/help/inventory/inventory-reports/assembly-picklist-in30701s/)
+ [Stock item labels (IN619200)](/visma-net-erp/help/inventory/inventory-reports/stock-item-labels-in619200/): Generates labels for stock items received according to a particular receipt.
+ [Location labels (IN619000)](/visma-net-erp/help/inventory/inventory-reports/location-labels-in619000/): Generates labels for locations within specific warehouse with stock item or item class specified.

### Audit

+ [Preview standard cost change (IN617500)](/visma-net-erp/help/inventory/inventory-reports/preview-standard-cost-change-in617500/): Gives you estimates of the changes in the total cost of stock items stored at various warehouses before you perform updating of the standard costs of the items.
+ [Historical inventory balance (IN61600S)](/visma-net-erp/help/inventory/inventory-reports/historical-inventory-balance-in61600s/): Displays the list of all open inventory documents to be posted to the specified financial period.
+ [Inventory register (IN61400S)](/visma-net-erp/help/inventory/inventory-reports/inventory-register-in61400s/): Presents up-to-date, detailed information about inventory operations in different warehouses within the selected financial period (or all periods).
+ [Inventory list summary (IN610500)](/visma-net-erp/help/inventory/inventory-reports/inventory-list-summary-in610500/): Displays current summary information about unreleased inventory documents: receipts, issues, adjustments, and transfers.
+ [Inventory list (detailed) (IN61100S)](/visma-net-erp/help/inventory/inventory-reports/inventory-list-detailed-in61100s/): Displays up-to-date summary information about every generated inventory document (receipt, issue, adjustment, or transfer).
+ [Summary of historical inventory valuation (IN61800S)](/visma-net-erp/help/inventory/inventory-reports/summary-of-historical-inventory-valuation-in61800s/)
+ [Unreleased inventory documents (IN656000)](/visma-net-erp/help/inventory/inventory-reports/unreleased-inventory-documents-in656000/)
</content>
</page><page>
<metadata>
<title>Assembly confirmation (IN30702S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/assembly-confirmation-in30702s</path>
<kind>section</kind>
<description>Before you run a report, you have to set a variety of parameters, which you can do in this window.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Assembly confirmation (IN30702S)

Before you run a report, you have to set a variety of parameters, which you can do in this window.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Before you run a report, you have to set a variety of parameters, which you can do in this window.

You can select a template, or manually make selections that affect the information collected.
And, finally, you can specify appropriate settings to print or email the finished report.

## The Report parameters tab

Here, you can select the reference number of the kit assembly document you want to make a confirmation report for.

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
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  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ref. no.</td>
<td class="vismanet-table__cell">The unique reference number of the kit assembly document, which the system automatically assigns according to the numbering sequence specified for kit assembly documents in the <a href="/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/">Inventory preferences (IN101000)</a> window.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

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{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
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### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/assembly-picklist-in30701s/">Assembly picklist (IN30701S)</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Assembly picklist (IN30701S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/assembly-picklist-in30701s</path>
<kind>section</kind>
<description>Before you run a report, you have to set a variety of parameters, which you can do in this window.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Assembly picklist (IN30701S)

Before you run a report, you have to set a variety of parameters, which you can do in this window.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Before you run a report, you have to set a variety of parameters, which you can do in this window.

You can select a template, or manually make selections that affect the information collected.
And, finally, you can specify appropriate settings to print or email the finished report.

## The Report parameters tab

You can use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ref. no.</td>
<td class="vismanet-table__cell">The unique reference number of the kit assembly document, which the system automatically assigns according to the numbering series specified for kit assembly documents in the <a href="/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/">Inventory preferences (IN101000)</a> window.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/assembly-confirmation-in30702s/">Assembly confirmation (IN30702S)</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Items by item class (IN408000)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/items-by-item-class-in408000</path>
<kind>section</kind>
<description>In this window, you can browse the hierarchy of item classes.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Items by item class (IN408000)

In this window, you can browse the hierarchy of item classes.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

> [!NOTE]
> This report is only displayed if the **Inventory** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.

In this window, you can browse the hierarchy of item classes.
You can select a particular item and view the item class to which it belongs.
You can also review the entire list of items that belong to a particular item class: either the items that belong to only the selected item class or the items that belong to the selected item class and to child item classes.
Also, you can move items from one item class to another.

## What to do from this window

## The Item class level tree pane

In this pane, you can view the hierarchy of item classes that are defined in the system, and click any item class to view its items.
The number of nested levels is defined by the configuration of the INITEMCLASS segmented key in the [Segment keys (CS202000)](/visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000/) window.

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Class ID</td>
<td class="vismanet-table__cell">The ID of the item class for which the items belonging to the class are listed in the right pane. You can select an ID manually in this field, or if you click an item class in the tree, the field will be filled in with the item class you have clicked.</td>
</tr>

</table>


## The right pane

By using the elements in this area, you can view in the table the data that is most relevant to your needs for information.

### The top part

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The ID of the item for which you want to view the item class to which it belongs.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Only related to the current item class</td>
<td class="vismanet-table__cell">If this button is selected, the table shows only the items of the item class selected in the <strong>Class ID</strong> field.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Related to the current and child item classes</td>
<td class="vismanet-table__cell">If this button is selected, the table shows the items of the item class selected in the <strong>Class ID</strong> field along with the items of the child item classes of the selected item class.</td>
</tr>

</table>


### The Items in the item class table

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Column</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell"><img src="/media/visma-net-erp/check_box.png" alt="check box"></td>
<td class="vismanet-table__cell">An unlabelled check box that you select to move the selected row to another item class if you click <strong>Cut selected records</strong> in the table toolbar.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The ID of the item.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Description</td>
<td class="vismanet-table__cell">The item description.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item class</td>
<td class="vismanet-table__cell">The ID of the item class to which the item belongs.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Description</td>
<td class="vismanet-table__cell">The item class description.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item status</td>
<td class="vismanet-table__cell">The status of the item.</td>
</tr>

</table>


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/manage-stock-and-non-stock-items/about-the-hierarchy-of-item-classes/">About the hierarchy of item classes</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000/">Segment keys (CS202000)</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Inventory balance (IN61500S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/inventory-balance-in61500s</path>
<kind>section</kind>
<description>The Inventory balance report displays up-to-date information about the stock items stocked at different warehouses.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Inventory balance (IN61500S)

The Inventory balance report displays up-to-date information about the stock items stocked at different warehouses.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The information includes the warehouse ID, unit cost, quantity on hand, unavailable quantity, quantity of expired items, and available quantity. The stock items are listed by item ID.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The ID of the item the report will cover.
Select an ID to view
only data related to this item, or leave the field blank to
view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Warehouse</td>
<td class="vismanet-table__cell"><p>The warehouse for which you want to display data.</p>
<p>Select a warehouse to view only data for this warehouse, or leave the field blank to view a broader range of data.</p>

    <div class="admonition admonition-note" role="note">
    <div class="admonition-title">
        
        Note
        
    </div>
    <div class="admonition-body">
        <p>This field is only displayed if the <strong>Multiple warehouses</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
    </div>
    </div>

</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Location details</td>
<td class="vismanet-table__cell"><p>If you select this check box, the system includes warehouse location details in the report.</p>

    <div class="admonition admonition-note" role="note">
    <div class="admonition-title">
        
        Note
        
    </div>
    <div class="admonition-body">
        <p>This field only appears if the <strong>Multiple warehouse locations</strong> functionality in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window is enabled.</p>
    </div>
    </div>

</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Allocation details</td>
<td class="vismanet-table__cell">A check box that you select to include in the report allocation information for each combination of item ID, subitem, and warehouse ID.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company of the organisation for which you want to display data. Select a company, or leave the field blank to view information for all companies.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell">The branch for which you want to view inventory balance information. Select a branch, or leave the field blank to include information on all branches.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Historical inventory balance (IN61600S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/historical-inventory-balance-in61600s</path>
<kind>section</kind>
<description>This report displays beginning and ending quantities of stock items at the warehouses for the selected period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Historical inventory balance (IN61600S)

This report displays beginning and ending quantities of stock items at the warehouses for the selected period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays beginning and ending quantities of stock items at the warehouses for the selected period.
The report is available in two
formats: summary and detail.
For the summary format, only the quantities of
stock items are shown for each type of operation performed with this stock item within the selected period.

For the detailed format, the report displays the
details of the transactions performed with the stock items during the selected
period.
The data in both report formats is grouped by item ID.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Format</td>
<td class="vismanet-table__cell">The format to be used for the report: <strong>Summary</strong> or <strong>Enter the item ID</strong>.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company the report will cover. Select a company, or leave the field blank to include information on all companies.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell">The branch for which you want to view historical inventory balance information.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The first financial period of the period range the report will cover. By default, the current financial period is used.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The last financial period of the period range the report will cover. By default, the current financial period is used.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The ID of the item the report will cover.
Select an ID to view
only data related to this item, or leave the field blank to
view a broader range of data.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Inventory valuation (IN61550S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/inventory-valuation-in61550s</path>
<kind>section</kind>
<description>This report displays the inventory for a company and total costs, organized by</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Inventory valuation (IN61550S)

This report displays the inventory for a company and total costs, organized by


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

+ inventory account
+ different warehouses

The report is available in two formats:

+ summary
+ detail.

The report in the summary format displays only summary data for each warehouse.

The detailed report displays information about the operations performed for each stock item in each warehouse; it includes the beginning and ending quantities and costs, and the reference numbers of the relevant inventory documents.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The ID of the item the report will cover.
Select an ID to view
only data related to this item, or leave the field blank to
view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Warehouse</td>
<td class="vismanet-table__cell"><p>The warehouse for which you want to display data.</p>
<p>Select a warehouse to view only data for this warehouse, or leave the field blank to view a broader range of data.</p>

    <div class="admonition admonition-note" role="note">
    <div class="admonition-title">
        
        Note
        
    </div>
    <div class="admonition-body">
        <p>This field is only displayed if the <strong>Multiple warehouses</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
    </div>
    </div>

</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Report format</td>
<td class="vismanet-table__cell">The format for the report, which can be <strong>Summary</strong> or <strong>Enter the item ID</strong>.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company of the organisation for which you want to display data. Select a company, or leave the field blank to view information for all companies.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell">The branch of the organisation for which you want to display data. Select a branch, or leave the field blank to view information for all branches.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li><li><a href="/visma-net-erp/help/inventory/manage-costs/about-the-cost-of-inventory/">About the cost of inventory</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Inventory valuation by location  (IN61551S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/inventory-valuation-by-location-in61551s</path>
<kind>section</kind>
<description>This report displays the inventory for a company and total costs, organized by</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Inventory valuation by location  (IN61551S)

This report displays the inventory for a company and total costs, organized by


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

+ inventory account
+ different warehouses
+ locations.

The report is available in two formats:

+ summary
+ detail.

The report in the summary format displays only summary data for each warehouse.

The detailed report displays information about the operations performed for each stock item in each warehouse; it includes the beginning and ending quantities and costs, and the reference numbers of the relevant inventory documents.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The ID of the item the report will cover.
Select an ID to view
only data related to this item, or leave the field blank to
view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Warehouse</td>
<td class="vismanet-table__cell"><p>The warehouse for which you want to display data.</p>
<p>Select a warehouse to view only data for this warehouse, or leave the field blank to view a broader range of data.</p>

    <div class="admonition admonition-note" role="note">
    <div class="admonition-title">
        
        Note
        
    </div>
    <div class="admonition-body">
        <p>This field is only displayed if the <strong>Multiple warehouses</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
    </div>
    </div>

</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company of the organisation for which you want to display data. Select a company, or leave the field blank to view information for all companies.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell">The branch of the organisation for which you want to display data. Select a branch, or leave the field blank to view information for all branches.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

</content>
</page><page>
<metadata>
<title>Historical inventory valuation (IN61700S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/historical-inventory-valuation-in61700s</path>
<kind>section</kind>
<description>This report displays information about how the balances of the inventory accounts and the costs of the stock items at different warehouses have changed in the selected time interval.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Historical inventory valuation (IN61700S)

This report displays information about how the balances of the inventory accounts and the costs of the stock items at different warehouses have changed in the selected time interval.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The report is available in two formats: summary and detail.

In the summary format, the report displays summary data for each inventory account/subaccount resulting from operations with stock items.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Format</td>
<td class="vismanet-table__cell">The format for the report, which can be <strong>Summary</strong> or <strong>Enter item ID.</strong></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The first financial period of the period range the report will cover. By default, the current financial period is used.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The last financial period of the period range the report will cover. By default, the current financial period is used.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The ID of the item the report will cover.
Select an ID to view
only data related to this item, or leave the field blank to
view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company for which the report should include data. Select a company to view only data for this company, or leave the field blank to view data from all companies. The default is the current company.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell">The branch for which the report should include data. Select a branch to view only data for this branch, or leave the field blank to view data from all branches.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li><li><a href="/visma-net-erp/help/inventory/manage-costs/about-the-cost-of-inventory/">About the cost of inventory</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Summary of historical inventory valuation (IN61800S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/summary-of-historical-inventory-valuation-in61800s</path>
<kind>section</kind>
<description>This report shows a summary of the value of all accounts and subaccounts in the inventory.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Summary of historical inventory valuation (IN61800S)

This report shows a summary of the value of all accounts and subaccounts in the inventory.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

It tells you what account the transactions have been made in, as well as the beginning and end cost for the period you select.

You can also choose to view a detailed summary, where the transactions and cost per account will be grouped by item ID.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Format</td>
<td class="vismanet-table__cell">The format for the report, which can be <strong>Summary</strong> or <strong>Details.</strong></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The first financial period of the period range the report will cover. By default, the current financial period is used.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The last financial period of the period range the report will cover. By default, the current financial period is used.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The ID of the item the report will cover.
Select an ID to view
only data related to this item, or leave the field blank to
view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Company</td>
<td class="vismanet-table__cell">The company for which the report should include data. Select a company to view only data for this company, or leave the field blank to view data from all companies. The default is the current company.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Branch</td>
<td class="vismanet-table__cell">The branch for which the report should include data. Select a branch to view only data for this branch, or leave the field blank to view data from all branches.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Goods in transit (IN616500)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/goods-in-transit-in616500</path>
<kind>section</kind>
<description>The Goods in transit report displays information about the quantities of stock items in transit.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Goods in transit (IN616500)

The Goods in transit report displays information about the quantities of stock items in transit.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

> [!NOTE]
> This report is only displayed if the **Multiple warehouses** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.

The Goods in transit report displays information about the quantities of stock items in transit.
These are the items that were transferred to other warehouses in
two steps and were not yet received at the destination warehouse.

The report is available in two formats: summary and detailed.
The summary format shows only the quantities of the stock items in transit.
The detailed format provides detailed information about each transit operation with a reference to the original transfer document.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Format</td>
<td class="vismanet-table__cell">The format for the report, which can be <strong>Summary</strong> or <strong>Detailed.</strong></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Dest. warehouse ID</td>
<td class="vismanet-table__cell">The destination warehouse the report will cover.
Select a destination
warehouse ID to limit the data displayed in the report to only the items in
transit transferred to this destination warehouse; leave the field blank to view
data for all destination warehouses.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The ID of the item the report will cover.
Select an ID to view
only data related to this item, or leave the field blank to
view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Transfer no.</td>
<td class="vismanet-table__cell">The number of the transfer.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Lot/serial numbers (IN613000)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/lot-serial-numbers-in613000</path>
<kind>section</kind>
<description>This report displays information about stock items with lot or serial numbers: expiration dates, unit costs, quantities available, and expired quantities as calculated for the selected ageing date.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Lot/serial numbers (IN613000)

This report displays information about stock items with lot or serial numbers: expiration dates, unit costs, quantities available, and expired quantities as calculated for the selected ageing date.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

> [!NOTE]
> This window is only available if the **Lot/serial tracking** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.

The expiration dates are displayed for only stock items whose lot/serial class has the **Track expiration date** option selected.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ageing date</td>
<td class="vismanet-table__cell">The ageing date.
Select a date to view only the stock items having an
expiration date before or equal to the selected
ageing date; leave the field blank to view a broader
range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Expired items only</td>
<td class="vismanet-table__cell">A check box that you select to limit the data displayed in the report to only expired stock items.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Warehouse</td>
<td class="vismanet-table__cell"><p>The warehouse for which you want to display data.</p>
<p>Select a warehouse to view on only the stock items available on this location, or leave the field blank to view a broader range of data.</p>

    <div class="admonition admonition-note" role="note">
    <div class="admonition-title">
        
        Note
        
    </div>
    <div class="admonition-body">
        <p>This field is only displayed if the <strong>Multiple warehouses</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
    </div>
    </div>

</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Location</td>
<td class="vismanet-table__cell"><p>The location for which data will be displayed.</p>
<p>Select a location to view only data, or leave the field blank to view a broader range of data.</p>

    <div class="admonition admonition-note" role="note">
    <div class="admonition-title">
        
        Note
        
    </div>
    <div class="admonition-body">
        <p>This field is only available if the <strong>Multiple warehouse locations</strong> functionality is enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/">Enable/disable functionalities (CS100000)</a> window.</p>
    </div>
    </div>

</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Item ID</td>
<td class="vismanet-table__cell">The stock item the report will cover.
Select an item ID to view
data on only this item, or leave the field blank to
view a broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Serial number</td>
<td class="vismanet-table__cell">The serial number the report will cover.
Select a serial number to view
only data for this serial number, or leave the field blank to view a broader range of data.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li><li><a href="/visma-net-erp/help/inventory/manage-availability-data/about-lot-and-serial-number-tracking/">About lot and serial number tracking</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Stocktaking sheets (IN620500)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/stocktaking-sheets-in620500</path>
<kind>section</kind>
<description>This report displays the stocktaking sheets generated for the stocktaking.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Stocktaking sheets (IN620500)

This report displays the stocktaking sheets generated for the stocktaking.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays the stocktaking sheets generated for the stocktaking.
You run this report to preview and print the sheets for stocktaking count to be used to enter the data during stocktaking.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ref. no</td>
<td class="vismanet-table__cell">The reference number of the stocktaking document.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li><li><a href="/visma-net-erp/help/inventory/manage-stocktaking-counts/about-stocktaking/">About stocktaking</a></li><li><a href="/visma-net-erp/help/inventory/manage-costs/about-the-cost-of-inventory/">About the cost of inventory</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-windows/prepare-stocktaking-in504000/">Prepare stocktaking (IN504000)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/stocktaking-types-in208900/">Stocktaking types (IN208900)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/stocktaking-count-in305010/">Stocktaking count (IN305010)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/stocktaking-review-in305000/">Stocktaking review (IN305000)</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Stocktaking variance preview (IN621500)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/stocktaking-variance-preview-in621500</path>
<kind>section</kind>
<description>This report lists the stock items included into stocktaking, and displays the book quantities and count results for the items.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Stocktaking variance preview (IN621500)

This report lists the stock items included into stocktaking, and displays the book quantities and count results for the items.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Ref. no</td>
<td class="vismanet-table__cell">The reference number of the stocktaking document.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Stock item labels (IN619200)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/stock-item-labels-in619200</path>
<kind>section</kind>
<description>This report displays the labels generated for the inventory received according to a particular receipt.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Stock item labels (IN619200)

This report displays the labels generated for the inventory received according to a particular receipt.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Each label includes the name of the warehouse, the location where the item of inventory is stored, the item ID and description, the inventory receipt reference number, the date of receipt, and the lot/serial number for this item.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Receipt ref. number</td>
<td class="vismanet-table__cell">The reference number of a particular receipt.
Select a reference number to view and print labels for this inventory receipt.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li><li><a href="/visma-net-erp/help/inventory/manage-availability-data/about-lot-and-serial-number-tracking/">About lot and serial number tracking</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-windows/receipts-in301000/">Receipts (IN301000)</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Location labels (IN619000)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/location-labels-in619000</path>
<kind>section</kind>
<description>This report displays the inventory labels for each warehouse, location, and primary item-primary item class combination.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Location labels (IN619000)

This report displays the inventory labels for each warehouse, location, and primary item-primary item class combination.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays the inventory labels for each warehouse,
location, and primary item-primary item class combination.
(The primary item is the
item that is issued or received the most often or stored at this location in the
highest volumes.)

This report uses data from the **Location table** tab of the [Warehouses (IN204000)](/visma-net-erp/help/inventory/inventory-windows/warehouses-in204000/) window.
Use this
report to preview and print the location labels for a warehouse or all warehouses.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Warehouse</td>
<td class="vismanet-table__cell">The warehouse the report will cover.
Select a warehouse to
display and print only the labels for it, or leave the field blank to display and
print labels for all warehouses.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li><li><a href="/visma-net-erp/help/inventory/manage-warehouses/about-warehouses-and-warehouse-locations/">About warehouses and warehouse locations</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-windows/warehouses-in204000/">Warehouses (IN204000)</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Preview standard cost change (IN617500)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/preview-standard-cost-change-in617500</path>
<kind>section</kind>
<description>By using this report, you can estimate the changes in the total cost of stock items stored at various warehouses before you update the standard cost of the items.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Preview standard cost change (IN617500)

By using this report, you can estimate the changes in the total cost of stock items stored at various warehouses before you update the standard cost of the items.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The report displays the quantity on hand, current standard cost, effective date, pending cost, pending date, total cost, cost change, and pending total for each stock item listed in the report.
It also shows the total cost, cost change, and pending total for the warehouse.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Pending date</td>
<td class="vismanet-table__cell">The latest date for pending cost dates; the report will include the cost changes up to the date selected in this field.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Unreleased inventory documents (IN656000)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/unreleased-inventory-documents-in656000</path>
<kind>section</kind>
<description>By using this report, you can view and print a list of open inventory documents that were to be posted in the specified period.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Unreleased inventory documents (IN656000)

By using this report, you can view and print a list of open inventory documents that were to be posted in the specified period.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The first financial period of the period range the report will cover. By default, the current financial period is used.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The last financial period of the period range the report will cover. By default, the current financial period is used.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Inventory register (IN61400S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/inventory-register-in61400s</path>
<kind>section</kind>
<description>This report shows you detailed information about inventory operations in different warehouses within the selected financial period (or all periods).</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Inventory register (IN61400S)

This report shows you detailed information about inventory operations in different warehouses within the selected financial period (or all periods).


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

It provides details about each document, including lot and serial numbers assigned to units of the stock items involved in the operations, and the accounts and subaccounts whose balances are updated by these operations.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell">The financial period for which you want to view information.
Select a
financial period, or leave the field blank to view a
broader range of data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Document type</td>
<td class="vismanet-table__cell">The document type the report will cover.
Select a document type to view
the information only on documents with this type,
or leave the field blank to view a broader range of
data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Reference no.</td>
<td class="vismanet-table__cell"><p>The reference number of the document for which you want to view data.</p>
<p>Select a number to view detailed data on only this
document, or leave the field blank to view a broader
range of data.</p>
</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-windows/issues-in302000/">Issues (IN302000)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/receipts-in301000/">Receipts (IN301000)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/transfers-in304000/">Transfers (IN304000)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/adjustments-in303000/">Adjustments (IN303000)</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Inventory list summary (IN610500)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/inventory-list-summary-in610500</path>
<kind>section</kind>
<description>This report displays summary information about inventory documents that are balanced but have not been released.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Inventory list summary (IN610500)

This report displays summary information about inventory documents that are balanced but have not been released.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report displays summary information about inventory
documents that are balanced but have not been released.
Use this report to view who
prepared and modified documents.

The report displays the following data: document type, reference number, document date and period, status of the document, name of the person who created and modified the document, and total quantity and total amount of the operation.

## Report parameters

You use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The starting financial period for the report.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The ending financial period for the report.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Created by</td>
<td class="vismanet-table__cell">The user that created the documents to be viewed in the report.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Last modified by</td>
<td class="vismanet-table__cell">The user that last modified the documents to be viewed in the report.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul>
</content>
</page><page>
<metadata>
<title>Inventory list (detailed) (IN61100S)</title>
<path>/visma-net-erp/help/inventory/inventory-reports/inventory-list-detailed-in61100s</path>
<kind>section</kind>
<description>This report displays detailed information about released inventory documents.</description>
<lastmod>2026-02-19T17:09:06&#43;01:00</lastmod>
</metadata>
<content>
# Inventory list (detailed) (IN61100S)

This report displays detailed information about released inventory documents.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Use it to view document dates, amounts, and user names of the persons who created and modified the documents.

## Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Document type</td>
<td class="vismanet-table__cell">The document type the report will cover.
Select a document type to view
the information only on documents with this type,
or leave the field blank to view a broader range of
data.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Reference no.</td>
<td class="vismanet-table__cell"><p>The reference number of the document for which you want to view data.</p>
<p>Select a number to view detailed data on only this
document, or leave the field blank to view a broader
range of data.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">From period</td>
<td class="vismanet-table__cell">The financial period from which you want to view information.
The default is the current period.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">To period</td>
<td class="vismanet-table__cell">The financial period to which you want to view information.
The default is the current period.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Created by</td>
<td class="vismanet-table__cell">The user who has created the list.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Last modified by</td>
<td class="vismanet-table__cell">The user who has last modified the list.</td>
</tr>

</table>


## The report settings and options

Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated.

### The report window toolbar

The following table lists the buttons of the report window toolbar when you are configuring a report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates to and from the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Clears any changes you have made and restores default settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Run report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Initiates data collection for the report and displays the generated report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Save template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Saves the currently selected report as a template with all the selected settings.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Remove template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Removes the previously saved template. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit report{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Opens Visma BI - Report Designer in a new browser tab, where you can edit your report.

&gt; [!NOTE]
&gt; However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export report design{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab.
Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Select schedule name dialog box

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Schedule{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The schedule for report processing.

Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merge reports{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed.

&gt; [!NOTE]
&gt; You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Merging order{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report in the net report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The template area

Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Template{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Default{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Shared{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Locale{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale.

&gt; [!NOTE]
&gt; This field is displayed if there are multiple active locales in the system.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The report toolbar

The following table lists the buttons of the toolbar after you run the configured report.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Buttons{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Navigates back to the report window to let you change the report parameters.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Refreshes the information displayed in the report (if any data changes were made).{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Groups{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to first page (Ctrl &#43; Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the first page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to previous page (Page up){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the previous page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to next page (Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the next page.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Go to last page (Ctrl &#43; Page down){{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the last page of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the browser dialog box so you can print the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Send{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Export{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Allows you to export the data in the chosen format:

&#43; **Excel**
&#43; **Excel with headers** (this option is only available for ARM reports)
&#43; **PDF**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report parameters tab

This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards:

&#43; How many elements and which elements are available on a particular report
&#43; Whether elements contain default values
&#43; Whether specific elements require values to be selected
&#43; Whether elements may be left blank to let you display a broader range of data

### The Additional sort and filters tab

If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window.

The **Additional sort and filters** tab contains additional sorting and filtering conditions:

Additional sorting conditions
:   Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column.

Additional filtering conditions
:   Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets.

### The Print and email settings tab

#### The Print settings section

If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Element{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Deleted records{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Selects the visibility of the data deleted from the database.

&#43; **Hide**
&#43; **Print**
&#43; **Only**

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print all pages{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Prints all pages of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Print in PDF format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Displays the report in PDF format.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Compress PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate a compressed PDF.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Embed fonts in PDF file{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Indicates that the system will generate the PDF with fonts embedded.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

#### The Email settings section

If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Field{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Format{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

The format in which the report will be emailed:

&#43; **HTML**
&#43; **PDF**
&#43; **Excel**
&#43; **Excel with header** (this option is only available for ARM reports)

&gt; [!NOTE]
&gt; The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}To{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of the recipient.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Cc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Bcc{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Subject{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The subject of the email.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

### The Report versions tab

This tab shows the data only to users assigned with the Report designer user role

If the report has multiple versions, you can select one of them.

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Button{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Edit version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this to edit the selection version of the report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Refresh dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Click this button to refresh the data set you have selected.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Activate{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}Temporarily activates the selected report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}

Click this button to select an exported report you want to import into this company.

This button is only available for users assigned with the Report designer user role.

The imported report will be set as the active report.

{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}

{{&lt; vismanet-table &gt;}}
{{&lt; vismanet-header-row &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Column{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell header=&#34;true&#34; &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-header-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Version{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The number of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Description{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The description of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Active{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}When this check box is selected, the report version is active.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Created{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}The creation date of the report version.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; vismanet-row &gt;}}
{{&lt; vismanet-cell &gt;}}Not default dataset{{&lt; /vismanet-cell &gt;}}
{{&lt; vismanet-cell &gt;}}This check box is automatically selected if the report version is an import of an external report.{{&lt; /vismanet-cell &gt;}}
{{&lt; /vismanet-row &gt;}}
{{&lt; /vismanet-table &gt;}}


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-reports/inventory-reports-overview/">Inventory reports - overview</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-windows/issues-in302000/">Issues (IN302000)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/receipts-in301000/">Receipts (IN301000)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/transfers-in304000/">Transfers (IN304000)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/adjustments-in303000/">Adjustments (IN303000)</a></li>
</ul>
</content>
</page>
Element	Description
Item ID	The ID of the item for which you want to view the item class to which it belongs.
Only related to the current item class	If this button is selected, the table shows only the items of the item class selected in the Class ID field.
Related to the current and child item classes	If this button is selected, the table shows the items of the item class selected in the Class ID field along with the items of the child item classes of the selected item class.
Column	Description
	An unlabelled check box that you select to move the selected row to another item class if you click Cut selected records in the table toolbar.
Item ID	The ID of the item.
Description	The item description.
Item class	The ID of the item class to which the item belongs.
Description	The item class description.
Item status	The status of the item.
Element	Description
Item ID	The ID of the item the report will cover. Select an ID to view only data related to this item, or leave the field blank to view a broader range of data.
Warehouse	The warehouse for which you want to display data. Select a warehouse to view only data for this warehouse, or leave the field blank to view a broader range of data. Note This field is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.
Location details	If you select this check box, the system includes warehouse location details in the report. Note This field only appears if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled.
Allocation details	A check box that you select to include in the report allocation information for each combination of item ID, subitem, and warehouse ID.
Company	The company of the organisation for which you want to display data. Select a company, or leave the field blank to view information for all companies.
Branch	The branch for which you want to view inventory balance information. Select a branch, or leave the field blank to include information on all branches.
Element	Description
Format	The format to be used for the report: Summary or Enter the item ID.
Company	The company the report will cover. Select a company, or leave the field blank to include information on all companies.
Branch	The branch for which you want to view historical inventory balance information.
From period	The first financial period of the period range the report will cover. By default, the current financial period is used.
To period	The last financial period of the period range the report will cover. By default, the current financial period is used.
Item ID	The ID of the item the report will cover. Select an ID to view only data related to this item, or leave the field blank to view a broader range of data.
Element	Description
Format	The format for the report, which can be Summary or Enter item ID.
From period	The first financial period of the period range the report will cover. By default, the current financial period is used.
To period	The last financial period of the period range the report will cover. By default, the current financial period is used.
Item ID	The ID of the item the report will cover. Select an ID to view only data related to this item, or leave the field blank to view a broader range of data.
Company	The company for which the report should include data. Select a company to view only data for this company, or leave the field blank to view data from all companies. The default is the current company.
Branch	The branch for which the report should include data. Select a branch to view only data for this branch, or leave the field blank to view data from all branches.
Element	Description
Format	The format for the report, which can be Summary or Detailed.
Dest. warehouse ID	The destination warehouse the report will cover. Select a destination warehouse ID to limit the data displayed in the report to only the items in transit transferred to this destination warehouse; leave the field blank to view data for all destination warehouses.
Item ID	The ID of the item the report will cover. Select an ID to view only data related to this item, or leave the field blank to view a broader range of data.
Transfer no.	The number of the transfer.
Element	Description
Ageing date	The ageing date. Select a date to view only the stock items having an expiration date before or equal to the selected ageing date; leave the field blank to view a broader range of data.
Expired items only	A check box that you select to limit the data displayed in the report to only expired stock items.
Warehouse	The warehouse for which you want to display data. Select a warehouse to view on only the stock items available on this location, or leave the field blank to view a broader range of data. Note This field is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.
Location	The location for which data will be displayed. Select a location to view only data, or leave the field blank to view a broader range of data. Note This field is only available if the Multiple warehouse locations functionality is enabled in the Enable/disable functionalities (CS100000) window.
Item ID	The stock item the report will cover. Select an item ID to view data on only this item, or leave the field blank to view a broader range of data.
Serial number	The serial number the report will cover. Select a serial number to view only data for this serial number, or leave the field blank to view a broader range of data.
Element	Description
From period	The starting financial period for the report.
To period	The ending financial period for the report.
Created by	The user that created the documents to be viewed in the report.
Last modified by	The user that last modified the documents to be viewed in the report.
Element	Description
Document type	The document type the report will cover. Select a document type to view the information only on documents with this type, or leave the field blank to view a broader range of data.
Reference no.	The reference number of the document for which you want to view data. Select a number to view detailed data on only this document, or leave the field blank to view a broader range of data.
From period	The financial period from which you want to view information. The default is the current period.
To period	The financial period to which you want to view information. The default is the current period.
Created by	The user who has created the list.
Last modified by	The user who has last modified the list.