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View and export inventory variance report

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

    With Square for Retail Plus, 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 via the Square Retail POS app or the Square Dashboard.

    Before you begin

    Your staff needs to be assigned the necessary permissions to view and export inventory variance reports. Learn how to Set inventory permissions with Square for Retail.

    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

    • Items CSV will export the item counts and variance data.

    • Count summary CSV will export a summary of the count details including the counters, reviewers, and when it was started and submitted.

    Export data from a cycle count

    1. Sign in to your Square Dashboard and click Items > Inventory management > Stock counts.
    2. Click a cycle count that has a Completed status.
    3. Click Export, and choose a report to export.

    Export data from a full count

    1. Sign in to your Square Dashboard, click Items > Inventory management > Stock counts.
    2. Click into a full count that has an In Progress or Completed status.
    3. Click Export in the top right of your dashboard, and choose a report to export.

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