Exercise - Export a report to Microsoft Excel
In this exercise you will export a report, and filter to validate information against supporting documentation. You will use the Physical inventory by inventory dimension report for this example.
Go to Inventory management > Inquiries and reports > Physical inventory reports > Physical inventory by inventory dimension.
In the As on field, enter today's date.
Select Yes in the Configuration field.
Select Yes in the Site field.
Select Yes in the Warehouse field.
Select Yes in the Location field.
Select Yes in the Serial number field.
Select Yes in the Batch number field.
Select OK. Your report will process.
Select the Export drop-down menu.
Select Excel.
Open the Excel file. From here, you can filter data by columns, rows, and more.
Save as needed.
Close the page.
