Stock | Reports | How to export to excel the Stock Listings as at Date report

Stock | Reports | How to export to excel the Stock Listings as at Date report

Quote
Question:

"Please check Stock Value as at Date Report as it includes on-hand and costs of current stock and not selected date stock quantities"


Info
This article will explain the process to follow, when exporting the Stock Value as at Date report to excel format, to ensure that you have the current on-hand; as well as the on-hand on date selected in the file.

Notes
Steps to follow:
- On the below screenshot the on-hand quantities are indicated for July 2025 = (-11) and for Sept 2025 = (20)


Notes
- Navigate to Stock>Reports>Stock Lists
- Select Stock listing as at date (Step 1)
- Select your date (Step 2)
- Click on Select Visible Fields (Step 3)



Notes
- You will be prompted to choose which fields/tables you want to view
- Select the following as well:
 * OnHandDate
 * OnHandOnDate
 * ONHAND



- Click on Preview (Step4)
- When date chosen was for July 2025 the preview will show the on-hand (-11) as at the end of that month as per below:



Notes
- When date chosen was for Sept 2025 the preview will show the on-hand (20) as at the end of that month as per below:



Notes
- To export the report to excel click on Export at the bottom left of the screen and choose XLSX



Notes
- You will then be prompted to save the export (choose location)



Notes
- You will be prompted to choose which fields/tables need to be included in the export
- Select the following as well:
 * OnHandDate
 * OnHandOnDate
 * ONHAND



Notes
- If you open the excel export with the date chosen for July 2025, it will show the ONHAND (20) which is the current and the OnHandOnDate (-11) as per OnHandDate (31/07/2025) month chosen:



Notes
- If you open the excel export with the date chosen for Sept 2025, it will show the ONHAND (20) which is the current and the OnHandOnDate (20) as per OnHandDate (30/09/2025) month chosen:



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