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.
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 other check tabs, the Initial Inventory tab displays a single, complete inventory table rather than a three-section 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 the stops are easy to tell apart.
Final Destination Check, the tab for the final delivery check
Each tab displays the check status (such as Completed) and reflects the data captured during that specific check.
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 three sections, with an item count displayed in each section header. The section names depend on the type of check. The table below lists the three sections shown on each type of check tab.
Check tab | Section 1 | Section 2 | Section 3 |
Driver Check, Warehouse Check, Warehouse Cross Reference Check | Items with new exceptions | Items not included in this check | Checked items |
Additional Destination Check (one per intermediate stop) | Items with new exceptions | Items not included in this check | Items delivered |
Final Destination Check | Items with new exceptions | Missing items (reads Unchecked items while the check is in progress) | Items delivered |
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 the Driver Check, Warehouse Check, Warehouse Cross Reference Check, and Additional Destination Check tabs of the Descriptive Inventory Report. It lists items that were not part of that specific check.
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.
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."
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.
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 delivered, with the stop shown 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. 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.
Items delivered at any stop, including intermediate stops, are listed under Items delivered.
Only items that were never delivered to any stop are listed under Missing items, and only once the check is completed.
New exceptions recorded at the final destination appear only on this tab.
The destination filter on the Final Destination Check tab defaults to the final destination only, because each intermediate stop has its own tab. Add other stops to the destination filter to see their items on this tab.
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.
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 unchecked items 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.
Use the Destination column to confirm where an item was dropped off 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.
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.