# Generate Item Group wise Stock Status Report

**YouTube:** [How to Generate Item Group wise Stock Status Report?](https://www.youtube.com/watch?v=NxBC1ZqZJd4)

## How to Generate Item Group Wise Stock Status Report?

In this tutorial, we’ll learn how to **configure the Item Category-Wise Stock Report** in Logic ERP. This report helps you analyze stock movement and balances grouped by item category.

***

### **Open and Create a New Configuration**

* Navigate to the **Reports/Queries** section.
* Under the **Stock Reports** menu, open **Stock Query (New Report)**.
* Click on **Configuration** to create a new report setup.
* Assign a suitable **Configuration Name** for easy identification.

<figure><img src="/files/VXtF5TNxbEWlUYFW4oBU" alt=""><figcaption></figcaption></figure>

***

### **Configure Report Options**

* Go to the **Report Options** section.
* Under **Report Consolidation**, enable the **Item Details** option.
  * This activates the **Item Consolidation** feature.
* Then, enable the **Group** option under the **Item Consolidation** and move it to the top using the **arrow keys**.
* In the **Report Total** section, enable the **Grand Total** option to display overall totals.
* Lastly, Adjust the **Report Order** by moving **Item Details** to the top.

<figure><img src="/files/yVfwdELs9K9X6oYLDfK4" alt=""><figcaption></figcaption></figure>

***

### **Define Group Options**

* Open the **Group Options** tab.
* Set **Group Options** as **Columns**.
* This activates the **Extra Item Group** option.

<figure><img src="/files/Tz1BbBu8RLwY2uPrkf7I" alt=""><figcaption></figcaption></figure>

* Click on **Extra Item Group and** select the **Group Category** for which you want to generate the stock report.

<figure><img src="/files/vrQR2ZyxQ4mooZ6zVN0c" alt=""><figcaption></figcaption></figure>

***

### **Save and Generate Report**

* Once all settings are configured, **save the configuration**.
* From the list of saved configurations, select the one you just created and click **Create** to generate the report.

<figure><img src="/files/qoV88A9rwQHUmPWGs4QS" alt=""><figcaption></figcaption></figure>

***

### **Customize Columns**

* Open **Setup Column Attributes**.
* **Unselect all columns** first, then enable only the required ones:
  * Extra Item Group
  * Opening Stock
  * Purchase
  * Purchase Return
  * Sale
  * Sale Return
  * Closing Stock
* Use the **Search Bar** to quickly locate the “Extra Item Group” column.
* Rearrange the column order using the **arrow keys**.

<figure><img src="/files/0JlwRhO63lA4umvPI97w" alt=""><figcaption></figcaption></figure>

* Save the settings and press **F2** to refresh.

<figure><img src="/files/w3aSDxA5PiUxS5OFX4ym" alt=""><figcaption></figcaption></figure>

The generated report now displays a **category-wise consolidated stock summary**.

***

### **Configure Report with Item Details**

* To include item-level details in the same report:
  * Press **F5** to open the **Configuration Window**.
  * Under **Report Options**, go to **Item Consolidation** and enable the **Item Name** option.

<figure><img src="/files/NQRGirYcaNqbXoNw8e12" alt=""><figcaption></figcaption></figure>

* **Apply Group Totals:**
  * Navigate to **Group Options**, selecting **Extra Item Groups**, choosing the group, and pressing **F3**.
  * Save the changes.

<figure><img src="/files/OM6620eblCkiF9Jt2elY" alt=""><figcaption></figcaption></figure>

* Next, open **Setup Column Attributes** again.
  * Enable the **Item Name** column.

<figure><img src="/files/U6gQ5lNN3zFCkBRF7HX7" alt=""><figcaption></figcaption></figure>

* Save the settings and press **F2** to refresh.

<figure><img src="/files/zaOp1AOCL1WqH3xeY8iB" alt=""><figcaption></figcaption></figure>

***

### **Final Output**

The final report now displays **item-wise stock details** for each selected category — including opening stock, transactions, and closing balances — giving you a clear overview of your inventory status grouped by category.


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