Inventory Stock Report

  • kelsey.bockelman
    Asked on May 9, 2024 at 9:32 AM

    I can summarize my products and get a total of how many t-shirts I have sold, but the options within the product do not summarize. I need to break down the total number of t-shirts to the options, ie: small, medium, or black t-shirts, etc.


  • Emma JotForm Support
    Replied on May 9, 2024 at 10:29 AM

    Hi Kelsey,

    Thanks for reaching out to us for help. You can easily create a detailed Form Reports in Jotform. Let me show you how:

    1. On your My Forms Page, click on the field of the form you want to summarize.

    2. Select Reports, on the bar that opens under the blue navigation bar at the top of the screen.

    3. Click on Add New Reports on the window that comes up.

    Inventory Stock Report Image 1 Screenshot 60

    4. On the page that comes up, select Excel Report to create a detailed report.

    Inventory Stock Report Image 2 Screenshot 71

    5. Click on the checkbox on the left side of the fields that you don't want to add to your report.

    6. Then, click on Create at the bottom-right of the page.

    Inventory Stock Report Image 3 Screenshot 82

    7. Click on Download Report on the pop-up window that comes up.

    Inventory Stock Report Image 4 Screenshot 93Check out the screencast below to see my result:

    Inventory Stock Report Image 5 Screenshot 104

    Reach out again if there’s anything else we can help you with.

  • kelsey.bockelman
    Replied on May 9, 2024 at 1:28 PM

    This is great, but how can i quickly determine how many of each option I need to purchase. IE: how many small black t-shirts, and how many large blue hoodies?


  • Eldrex JotForm Support
    Replied on May 9, 2024 at 1:53 PM

    Hello Kelsey,

    Thanks for reaching out to Jotform Support. If you are looking for a report where you can check the remaining inventory of the items you are selling, it is currently not possible unless you cross-reference it with the entries in your submission table. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I've gone ahead and escalated your request to our Developers. When or if it's implemented depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know. 

 
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