For inventory balances needed as of a past date, you will run the reports using steps below.

NOTE:  This report does NOT work for bulk inventory, as the inventory balances of a past date cannot be pulled for bulk items. With exception of bulk items, the only other issue would be deleted items as they would be excluded.

To run the Inventory report:

1. Go to Reports > Inventory > In Stock > By Category.
2. On the General tab:
   Select the store from the drop-down menu.
    
3. On the Type & Status tab:
   Check your fine jewelry pricing method
   Check those inventory types you want included
   Check ALL item statuses (from In Stock all the way down to Work in Progress)
   Specify In Stock On date using the IN STOCK ON field at the bottom
    
4. On the Options tab:
   Check ONLY these options at the top:
      - See Cost
      - Show Price
      - Show Details.
      NOTE:  Do not check any options under Group by (unless you want report broken down by vendor, category, etc).
    
5. Click OK to generate report.

Make sure to check ALL item statuses as it will tell The Edge that you want to see what was in stock as of X date REGARDLESS if it is sold, missing, etc. If you ONLY leave In Stock checked, it will only bring up what was in stock on that date and is still in stock now.