How to Use the Stock Onhand Report in Axanta ERP 

This document provides a step-by-step guide to accessing, customizing, and exporting the Stock Onhand Report in Axanta ERP. 

1. Accessing the Stock Onhand Report

• From the main Axanta dashboard, navigate to and click the Inventory module

​.

• In the Inventory dashboard, click the inquiries and Select Stock Onhand from the dropdown menu bar.

​

2. Setting Report Parameters

• A pop-up window appears, allowing you to configure the report before running it.

​

• Show by (Report Type):
  • Summary: A high-level view of products and their quantities. 
  • Detail (Default): A comprehensive report including lot numbers, cost price, etc. 
  • As Of Date: Use this to run the report for a specific historical.

​

• Show by (Unit of Measure):
  • Base Unit (Default): The smallest unit of measure for the product

​.

• • Reporting Unit: An alternative unit (e.g., "case" or "box"). 

• Filters: You can narrow your report by specific criteria like:
  • Warehouse 
  • Products 
  • Categories, Brands, Suppliers, etc.
  • Once your parameters are set, click the View button to generate the report

​.

3. Working with the Report

By default, the report opens in a "List View," which is a grid or spreadsheet layout

​

Customizing Columns

You can change which data columns are visible:

1. Click the vertical three-dot icon (Manage Columns) in the top-right of the report header. 
2. Check or uncheck the boxes for the fields you want to add or remove (e.g., adding the "Brand" column).

Filtering Data

You can apply filters directly to the generated report:

1. Click the Filters button. 
2. Select Add Custom Filter. 
3. Define your filter logic (e.g., "Brand" - "is equal to" - "bele"). 
4. Click Apply.

Grouping Data

You can group rows together based on a specific field:

1. Click the Group By button. 
2. Select the field you want to group by (e.g., "Brand"). 
3. The report will now be organized into expandable sections for each brand.

​

4. Exporting the Report to Excel

• Click the main checkbox in the header to select all items (or manually select specific rows.

​

• Click the Action button (above the report header) & Select Export.

​

• An "Export data" dialog will appear. You can customize the fields to be exported by adding) or removing) them from the "Fields to export" list & Click Export to download the report as an XLSX (Excel) file.

​

5. Using Different Report Views

You can change the report's layout using the icons in the top-right corner.

• List View (Default): The standard spreadsheet view.

​

• Graph View: Displays the data as a bar chart.

​

• Kanban View: A card-based view.

​

• Pivot View: A flexible pivot table view (noted in the video as the "most recommended").

​

Using the Pivot View

The Pivot View allows you to dynamically slice and group your data.

• Adding Row Groups:
  1. Click the Total row (or the plus icon) in the "Total" column on the left. 
  2. Select a new field to group by (e.g., "Category"). 
  3. To add another level, click the plus icon on a category row and select another field (e.g., "Warehouse"). 
• Adding Measures (Data Columns):
  1. Click the Measures button on the far left of the report. 
  2. Select additional metrics you want to see as columns (e.g., "Cost Price").

​

6. Saving Your Report View

If you have a specific set of filters and views you use frequently, you can save it.

1. Once your report is configured, click the Favorites (star) icon in the top menu. 
2. Select Save current search.
3. Give your custom report a name (e.g., "Category by Warehouse") and click Save.

​

4. You can now access this saved view anytime by clicking the Favorites menu.

​