Item Dimensions - Total (report)

The Item Dimensions - Total report shows calculated item entry totals for the dimension levels you specify for a given period.

You specify dimension levels by selecting an analysis view configured with dimension codes, and then picking a hierarchy of how to combine the dimension groups under one another. The report automatically includes location as a dimension.

You can base this report on analysis view entries from sales, purchases, or inventory.

Calculated totals are fully customizable through analysis columns. Analysis columns let you specify:

  • Calculation methods (net change or balance)
  • Item entry source (budget or actual)
  • Analysis type (quantity, sales amounts, or cost amounts)
  • Period and date formula methods for finer monthly comparisons

Use cases

Supply chain managers use the report to:

  • Analyze inventory levels by dimension levels and optimize inventory for each segment.
  • Plan purchasing activities for specific segments and optimize inventory levels and reduce waste.
  • Monitor inventory trends by location and dimension levels and identify areas to improve or save cost.

Financial controllers use the report to:

  • Analyze inventory trends by location and dimension levels and identify areas to improve or save cost.
  • Monitor inventory levels by dimension levels and optimize inventory for each segment.
  • Calculate inventory turnover ratios and days in inventory for each dimension level and determine the effectiveness of inventory management.

Sales and marketing managers use the report to:

  • Analyze sales trends by location and dimension levels and identify areas for growth or improvement.
  • Plan promotions or markdowns for specific segments to improve sales.
  • Monitor inventory levels by dimension levels to optimize inventory for each segment.

Analyze data by dimensions

Dimensions are values that categorize entries so you can track and analyze them on documents, such as sales or purchase orders. Dimensions can, for example, indicate the project or department an entry came from. An example is to set up a dimension called Department, then use that dimension when you post sales documents. This way, you can use business intelligence tools to see which department sold which items.

For more information, see

Try the report

Try the report here: Item Dimensions - Total

Tip

If you press CTRL and choose the report link, the report opens in a new browser tab. This allows you to stay on this page while you explore the report in the other browser tab.

See also

Inventory and warehouse report overview
Ad hoc analysis of inventory data
Inventory analytics overview

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