Overview
The Descriptive Inventory Report gives office and accounting users a read-only view of the inventory recorded for an opportunity, so you can confirm what was collected, what changed at each check, and where each item was delivered. The Initial Inventory establishes the baseline record for the shipment. Each inventory check appears as its own tab and shows the results of that check.
Before You Start
Before accessing the Descriptive Inventory Report, confirm that:
A Descriptive Inventory exists on the opportunity.
At least one inventory check has been started.
Inventory checks are performed through the crew app.
Note: Tabs for in-progress checks are visible. On the Final Destination Check tab, items that have not been checked yet are listed under Unchecked items while the check is in progress, and that section becomes Missing items once the check is completed. On every other check tab the section reads Items not included in this check whether the check is in progress or completed.
Accessing the Descriptive Inventory Report
The report opens in a modal view. There are two places to open it, depending on the opportunity.
From the Accounting tab
Open the opportunity.
Select the Accounting tab.
In the inventory summary, click View Descriptive Inventory Report.
From the Estimate tab, for an imported inventory
When a Descriptive Inventory was imported onto the opportunity, the report can also be opened from the imported inventory details.
Open the opportunity.
Select the Estimate tab.
In the imported Descriptive Inventory details, click View Descriptive Inventory Report.
Both buttons open the same report.
The report header includes general information such as contractor, owner name, and origin. When the shipment is delivered across multiple stops, the header also shows a Destinations section that lists every stop, including each intermediate stop and the final destination, with its address.
Use the Refresh button in the top-right corner to load the most up-to-date inventory data.
Understanding the Initial Inventory Tab
The Initial Inventory tab is the foundation of the Descriptive Inventory Report. It represents the original inventory recorded at origin and serves as the baseline against which all inventory checks are compared. The Initial Inventory tab lists every item on the Descriptive Inventory across all stops.
Unlike the check tabs, the Initial Inventory tab displays a single, complete inventory table rather than a sectioned layout.
What the Initial Inventory Tab Shows
The Initial Inventory table on the Descriptive Inventory Report includes:
All inventoried items across all stops
Notes recorded at origin
Packing type
Exceptions and condition details captured during the initial inventory
Photos taken during the initial inventory
This tab reflects the original condition of items before any additional handling, storage, or transport checks occur.
Note: Exceptions, notes, and photos shown on the Initial Inventory tab come from the initial inventory only.
Understanding Check Tabs on the Report
The Descriptive Inventory Report shows a tab for each inventory check on the Descriptive Inventory, alongside the Initial Inventory tab.
Check tabs on the Descriptive Inventory Report include:
Warehouse Cross Reference Check
Warehouse Check
Driver Check
Additional Destination Check, labeled by its stop (for example, Additional Destination Check (Stop 1)). A multi-stop delivery has one tab for each intermediate stop, so you can tell the stops apart.
Final Destination Check, the tab for the final delivery check
Reading the check status and completion time on a check tab
Each check tab on the Descriptive Inventory Report shows the status of that check, and a completed check also shows when it was completed. The status appears at the top left of the tab, after the label Check Status:.
A completed check shows a green Completed badge, followed by the date and time the check was completed. For example, Completed then 9/16/2026 @ 02:30 PM.
A check that has been started but not finished shows an In Progress badge with no date or time.
The date and time appear as month/day/year, then @, then the time on a 12-hour clock with AM or PM.
The time is shown in the time zone of the computer viewing the report. Two people in different time zones see the same moment expressed in their own local time.
Every check tab shows its own completion date and time: Driver Check, Warehouse Check, Warehouse Cross Reference Check, Additional Destination Check, and Final Destination Check.
Each tab reflects the data captured during that specific check.
Note: The completion date and time record when the crew finished the check, which is not the same as when an individual item was checked off. Item-level timing is on the item's activity log.
How to see when a Descriptive Inventory check was completed
Open the opportunity and select the Accounting tab.
In the inventory summary, click View Descriptive Inventory Report. The report opens in a modal.
Select the check tab you want, for example Final Destination Check.
Read the line at the top left of the tab. It shows Check Status:, the Completed badge, and the completion date and time.
Why Multiple Tabs Appear
Multiple tabs appear on the Descriptive Inventory Report when more than one inventory check is performed for the same Descriptive Inventory. Common scenarios include:
An initial inventory at origin
One or more warehouse or driver checks
An Additional Destination Check at each intermediate stop on a multi-stop delivery
A Final Destination Check at the final delivery address
This structure lets office users compare inventory results across checks, see where each item was dropped off, and identify when an issue was introduced.
What Each Check Tab Contains
Each check tab on the Descriptive Inventory Report other than Initial Inventory is organized into sections, with an item count displayed in each section header. The section names and the number of sections depend on the type of check. The Final Destination Check tab carries four sections. Every other check tab carries three.
The table below lists the sections shown on each type of check tab, in the order they appear from top to bottom.
Check tab | Section 1 | Section 2 | Section 3 | Section 4 |
Driver Check, Warehouse Check, Warehouse Cross Reference Check | Items with new exceptions | Items not included in this check | Checked items | None |
Additional Destination Check (one per intermediate stop) | Items delivered | Items with new exceptions | Items not included in this check | None |
Final Destination Check | Items delivered | Items with new exceptions | Items not included in this check | Missing items (reads Unchecked items while the check is in progress) |
Items with New Exceptions
The Items with new exceptions section of a Descriptive Inventory Report check tab displays only items that had new exceptions recorded during that specific check.
New exceptions may include:
New damage
New notes added during the check
If no new exceptions were recorded, the section reads "No items with new damages."
💡SmartTip: An item appears in the Items with new exceptions section only if the exception was introduced during that check. Existing exceptions from earlier checks are not repeated.
Items Not Included in This Check
The Items not included in this check section appears on every check tab of the Descriptive Inventory Report: Driver Check, Warehouse Check, Warehouse Cross Reference Check, Additional Destination Check, and Final Destination Check. What it lists depends on the tab.
On the Driver Check, Warehouse Check, Warehouse Cross Reference Check, and Additional Destination Check tabs, it lists every item that was not part of that specific check.
On the Final Destination Check tab, it lists only items that something else accounts for. That means an item delivered at an earlier stop, or an item checked in at a warehouse.
An item in this section is not missing. It was not scanned or verified during that particular check.
An item that was delivered at a different stop appears in this section rather than as missing, and its Destination column shows the stop it went to.
An item that is being held at a warehouse shows At warehouse in its Destination column. The marker reads At warehouse without a warehouse name.
Missing items are reported only on the Final Destination Check tab.
If every item was part of the check, the section reads "No items excluded from this check."
What the At warehouse marker in the Destination column means
On the Final Destination Check tab of the Descriptive Inventory Report, At warehouse in the Destination column means the item was checked in at a warehouse and has not been released from it, so the item is accounted for rather than missing.
An item reads At warehouse when a Warehouse Check has taken it in and no Warehouse Cross Reference Check has since released it.
The marker appears in the Destination column of the Items not included in this check section. It does not appear in the other three sections.
An item marked At warehouse does not appear under Missing items.
Once a Warehouse Cross Reference Check includes that item, the marker is removed and the item is grouped by its delivery state like any other item.
This is tracked for each item on its own, so items still held at the warehouse keep the marker even after other items have been released.
An item that reached a stop has physically left the warehouse, so a delivered item shows its stop in the Destination column rather than At warehouse.
Note: The At warehouse marker does not include the name of the warehouse. SmartMoving does not record which warehouse a check was performed at.
Items Delivered
The Items delivered section of the Descriptive Inventory Report lists items that were verified as delivered during that check.
On an Additional Destination Check tab, Items delivered lists the items delivered at that stop. The Destination column names the stop.
On the Final Destination Check tab, Items delivered lists items delivered at any stop, including intermediate stops, not only items delivered at the final address.
If nothing has been delivered yet, the section reads "No items delivered yet."
Checked Items
The Checked items section appears on the Driver Check, Warehouse Check, and Warehouse Cross Reference Check tabs of the Descriptive Inventory Report. It lists all items that were successfully checked during that check, whether or not they have exceptions.
If nothing has been checked yet, the section reads "No item has been checked yet."
Missing Items
The Missing items section appears only on the Final Destination Check tab of the Descriptive Inventory Report. It lists items that were never delivered to any stop and are not being held at a warehouse.
While the Final Destination Check is still in progress, this section reads Unchecked items. It changes to Missing items once the check is completed, so nothing is called missing before the check finishes.
An item delivered at an intermediate stop is not listed as missing. It appears under Items not included in this check, with the stop shown in the Destination column.
An item checked in at a warehouse is not listed as missing. It appears under Items not included in this check, marked At warehouse in the Destination column.
If no items are missing, the section reads "No missing items."
Table Columns Explained
Tables within each check tab of the Descriptive Inventory Report align with the Descriptive Inventory PDF and include the following columns:
Item #. Displays the item number and includes access to any photos captured during the check.
Lot #
Color
Item Name
Condition at Origin. Displays condition codes and labels captured during the initial inventory.
Exceptions. Displays new exceptions and new notes captured during that specific check.
Destination. Displays the stop where the item was dropped off, or At warehouse for an item held at a warehouse in the Items not included in this check section. This column appears when items on the Descriptive Inventory were received across multiple stops.
Note: The Initial Inventory tab displays exceptions, notes, and photos captured during the initial inventory only. Check tabs display only new information identified during those checks.
Reviewing the Final Destination Check Tab
The Final Destination Check tab of the Descriptive Inventory Report shows the results of the final delivery check, with the full inventory in view.
Open the Descriptive Inventory Report for the opportunity.
Select the Final Destination Check tab. The tab opens with the destination filter set to all destinations, so every item on the inventory is listed.
Review Items delivered for the items delivered as part of the Final Destination Check.
Review Items with new exceptions for damage or notes recorded at the final destination.
Review Items not included in this check for items something else accounts for, either delivered at an earlier stop or checked in at a warehouse. An item held at a warehouse reads At warehouse in the Destination column.
Review Missing items for items nothing accounts for. This section reads Unchecked items until the check is completed.
To narrow the list, set the destination filter to specific stops. Switching to another tab returns the filter to all destinations.
New exceptions recorded at the final destination appear only on this tab.
The destination filter defaults to all destinations on every tab, and it returns to that default each time you switch tabs, so a filter you narrowed on one tab does not carry across to the next.
Filtering the Descriptive Inventory Report by Destination
The destination filter on the Descriptive Inventory Report limits the item list to specific stops on a delivery that covers more than one stop.
The filter appears when items on the Descriptive Inventory were received across multiple stops. A single-destination job has no destination filter.
The filter opens on All Destinations, followed by the total item count, for example All Destinations (40).
Each stop is listed with its own item count, for example Stop 1 (7).
Items not delivered to any stop are grouped under Not delivered, with its own count.
Clearing every selection shows no items. Select at least one stop, or return to all destinations, to see items again.
Descriptive Inventory Reports Without Destination Checks
If a Descriptive Inventory has no destination checks, the Descriptive Inventory Report displays without any multi-stop elements:
No Destination column
No Additional Destination Check tabs
No destination filter
The Initial Inventory tab and any Driver Check, Warehouse Check, or Warehouse Cross Reference Check tabs are unaffected.
Key Details
The Final Destination Check tab carries four sections. Every other check tab carries three.
All four sections are always present on the Final Destination Check tab, even when a section is empty.
The destination filter defaults to all destinations on every tab, and switching tabs re-applies that default.
The At warehouse marker appears in the Destination column of the Items not included in this check section on the Final Destination Check tab. It does not appear in the other three sections.
The At warehouse marker does not name the warehouse, because SmartMoving does not record which warehouse a check was performed at.
The destination filter and the Destination column appear only when items were received across multiple stops.
The Descriptive Inventory Report is read-only. Inventory checks are performed in the Crew App.
Best Practices
When reviewing claims or disputes, use the Initial Inventory tab to establish baseline condition, then review check tabs to identify when damage or missing items were first recorded.
Start with the Items with new exceptions section on each check tab to identify changes introduced during that check.
On a multi-stop delivery, open the Final Destination Check tab before concluding that an item is missing. The other check tabs list items not included in that check rather than missing items.
Wait until the Final Destination Check is completed before treating anything as missing, since the section reads Unchecked items until then.
Read Items not included in this check on the Final Destination Check tab before contacting the crew, since it separates items accounted for elsewhere from items that are genuinely unaccounted for.
Use the Destination column to confirm where an item was dropped off, or whether it is held at a warehouse, before contacting the crew about it.
Troubleshooting
An item appears under "Items not included in this check" on a Driver or Warehouse tab.
That item was not part of that specific check, and it is not reported as missing. Open the Final Destination Check tab of the Descriptive Inventory Report to see whether the item was delivered at any stop.
The Destination column does not appear on the Descriptive Inventory Report.
The Destination column appears when items on the Descriptive Inventory were received across multiple stops. If the Descriptive Inventory has no destination checks, the report displays without the Destination column.
An item that was delivered at an earlier stop is listed as missing.
Items delivered at any stop appear under Items delivered on the Final Destination Check tab. If an item delivered at an intermediate stop appears under Missing items, confirm that the crew completed the Additional Destination Check for that stop. Contact SmartMoving Support if the item was checked at a stop and still appears as missing.
The Final Destination Check tab shows "Unchecked items" instead of "Missing items."
The Final Destination Check has not been completed yet. The section is renamed to Missing items once the crew finishes the check, so items are not reported as missing while the check is still in progress.
The Final Destination Check tab is showing fewer items than the inventory holds.
The destination filter has been narrowed to specific stops. Return it to all destinations to list every item on the inventory. The filter also returns to all destinations when you switch to another tab and back.
The At warehouse marker does not say which warehouse.
The marker reads At warehouse on its own. SmartMoving does not record which warehouse a check was performed at, so a warehouse name is not available on the report.
I cannot tell which Additional Destination Check tab belongs to which stop.
Each Additional Destination Check tab on the Descriptive Inventory Report is labeled by its stop, for example Additional Destination Check (Stop 1). The Destinations section in the report header lists each stop with its address, so you can match a tab to an address.
A check tab shows no completion date and time.
The completion date and time appear only after the check is completed. A check tab with an In Progress badge has no completion time to show. Once the crew finishes the check in the Crew App, click Refresh in the top-right corner of the Descriptive Inventory Report to load the completed status and its date and time.