# 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.

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F9OIaHxq5ZMPgHApjGGpY%2FConfiguartion%20Name.png?alt=media&#x26;token=249cfb71-97f5-41e8-9dcb-94ab0d4320e7" alt=""><figcaption></figcaption></figure>

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FD3Hp3oPMUeJd5U7pW6Pl%2FReport%20Options.png?alt=media&#x26;token=923e558c-ac57-4150-b2aa-2f8dc25f8116" alt=""><figcaption></figcaption></figure>

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### **Define Group Options**

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F15eIJhsJMLWrFGggzxPb%2FGroup%20Option%20As.png?alt=media&#x26;token=e15897c6-3190-42a1-8ca4-8e2ee1694f2e" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FzU7QdMSWEJIqgIpVWRmb%2FCategory.png?alt=media&#x26;token=2dd167be-3951-4ed5-bbab-d1259e1db376" alt=""><figcaption></figcaption></figure>

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FkpXnb8V0IWDL5I5fMVbI%2FCreated%20Report.png?alt=media&#x26;token=c953c6e5-2bb6-4aef-b52c-5964e60476a5" alt=""><figcaption></figcaption></figure>

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FPGk2Eixp2KTiPqolh9K3%2FSet%20Column%20Attribute.png?alt=media&#x26;token=a211f909-56cb-44b3-977f-5af7f8d8f493" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FNLbT5COob8IW9Aq4Thop%2FReport%20View.png?alt=media&#x26;token=82170637-a468-4ea4-8625-a493812514a1" alt=""><figcaption></figcaption></figure>

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

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FpyxrDoI5LfT9GE1Ien5c%2FItem%20Consolidation.png?alt=media&#x26;token=4d5d1bc5-2145-4dfe-a844-71fc76abb626" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Flng1TZ653EtulWdvxiLy%2FF3.png?alt=media&#x26;token=4af09e4f-7a52-4bba-874b-0b668b7787e9" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FeLFkISROynaBSqXY1glz%2FIten%20Name%20Attribute.png?alt=media&#x26;token=cc222c3f-4dc5-4367-9eff-a7aa4b3d5b65" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FezqXpVV46vMmd0LTqD0z%2FReport%20View%202.png?alt=media&#x26;token=1046f274-1554-4b52-9371-ca3893187e03" alt=""><figcaption></figcaption></figure>

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### **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.