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Report: Ledger

The ledger report gives you an overview of all the transactions that have taken place on the item in question with purchases, sales and adjustments.

Having trouble understanding your ledger in Rackbeat?
Read this: Product ledger in Rackbeat

Click on the "Reporting" tab at the top
Click "Ledger" in the menu

You now have the option to customize what you want included in your ledger report (searches can be combined):

  • If you want to see all transactions for all items, simply click "Search" at the bottom.

  • If you want to see all transactions for specific items or on an item group level, you can search specifically in the drop-down fields under "Item" or "Item Group" and then click "Search" at the bottom.

  • If you want to see all transactions made on a specific day or within a given period, you can enter this in the drop-down fields "Date To"/"Date From" and click "Search" at the bottom.

The report is now generated.

Tip: If you want to see details about a specific transaction, you can click on the text under “Type.”

Click on "Download sheet" in the top right corner if you want to download the sheet as an Excel file.