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View and export inventory variance report

Who is this article for?
  • Account owners or team members with the items permission to review, commit and delete full inventory counts. Set permissions in Square Dashboard.
  • Square for Retail Plus and Premium subscribers.
  • Sellers with retail mode enabled in the Square Point of Sale app.
  • About inventory variance reports

    You can view, compare, export and adjust your inventory to maintain accurate stock levels by viewing your inventory variance report or reviewing historically completed counts.

    Before you begin

    • You can view your inventory variance report from the point of sale app, Square Retail POS app, and Square Dashboard.

    • You will not be able to access full counts while you have an ongoing cycle count in progress. Discard or commit any ongoing cycle counts before continuing. The full counting feature is hidden until cycle counts have been committed to preserving any data you have tallied towards an active count.

    Export inventory variance report

    When exporting the inventory variance report, the Items CSV will export the item counts and variance data. The Count summary CSV will export a summary of the count details including the counters, reviewers, and when it was started and submitted.

    Square Dashboard

    1. Sign in to Square Dashboard and go to Items & services > Inventory management > Stock counts.
    2. Click a cycle count that has a Completed status. To export from a full cycle count, select a full count that has an In Progress or Completed status.
    3. Click Export and choose a report to export.

    Point of sale app

    1. Open the app and tap Inventory > Stock counts.
    2. Tap a full count that has a Completed status.
    3. To sort the list, tap Sort and select an option from the list. You can sort the list by Variance (Count), Variance (Cost), or alphabetically using the Alphabetical function.
    4. Tap Details to view the total count and cost variance for the counting session. Tap individual variations to view their count and cost variance.

    Ensure you resolve any missing unit costs in your Square Dashboard for all variations in the count. Inventory value on hand and total variance may be inaccurate due to missing unit costs.

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