Overview

The web Descriptive Inventory report includes filters that narrow the item list so you can review one part of an inventory without scrolling through every item. The room filter limits the list to selected rooms. The destination filter limits the list to selected stops on a multi-stop delivery.

Before You Start

Before filtering the Descriptive Inventory report, confirm the following:

You have access to the web Descriptive Inventory report.
Room filter: the rooms setting is enabled for your account, and the Descriptive Inventory has items assigned to rooms. If no rooms are assigned, the room filter does not appear.
Destination filter: the Descriptive Inventory has items received across multiple stops. If the Descriptive Inventory has no destination checks, the destination filter does not appear.

Filtering the Descriptive Inventory Report by Room

The room filter on the Descriptive Inventory report narrows the item list to one or more rooms.

Open a Descriptive Inventory report from the SmartMoving web app.
Find the room type filter dropdown on the right side of the report.
Click the dropdown. A list of available rooms appears. Each room displays the number of items assigned to it next to the room name.
Select one or more rooms. The report updates to show only items from the selected rooms.
To view all items again, select All Rooms from the dropdown, which shows the total item count in brackets, for example All Rooms (40). The report updates to show every item on the Descriptive Inventory.
Switch between the Initial Inventory tab and any check tabs. Your selected room filter stays applied across all tabs.

Note: The room filter on the Descriptive Inventory report is multi-select, so you can view items from several rooms at the same time.

Filtering the Descriptive Inventory Report by Destination

The destination filter on the Descriptive Inventory report narrows the item list to one or more stops on a multi-stop delivery.

Open a Descriptive Inventory report from the SmartMoving web app.
Find the destination filter dropdown on the right side of the report, in the same filter group as the room filter.
Click the dropdown. A list of the stops on the Descriptive Inventory appears, including each intermediate stop and the final destination.
Select one or more stops. The report updates to show only the items dropped at the selected stops, and the Destination column shows the stop for each item.
To view items from every stop again, select All Destinations from the dropdown, which shows the item count in brackets, for example All Destinations (40). The report updates to show items from all stops.

How Each Filter Behaves When You Switch Tabs

The two filters behave differently when you move between tabs on the Descriptive Inventory report.

The room filter stays applied. Your room selection carries across the Initial Inventory tab and every check tab until you change it.
The destination filter resets to each tab's default. Every time you open a different tab, the destination filter goes back to that tab's default selection, so a stop you added or removed on one tab does not carry to the next.

Each tab's default is:

Final Destination Check tab: the final destination only.
Every other tab: all stops.

💡 SmartTip: Reapply the destination filter after switching tabs. Because it resets by design, a narrowed view you set on one tab will be back to that tab's default when you return to it.

What the Destination Filter Shows by Default on the Final Destination Check Tab

On the Final Destination Check tab of the Descriptive Inventory report, the destination filter defaults to the final destination only. Each intermediate stop has its own Additional Destination Check tab, so the other stops are left out of the default view on the Final Destination Check tab.

To see items dropped at intermediate stops while on the Final Destination Check tab, add those stops to the destination filter. The item list updates to include them.
Leaving the tab and coming back resets the filter to the final destination only.
On every other tab of the Descriptive Inventory report, all stops are selected in the destination filter by default.

Using the Room and Destination Filters Together

When rooms are enabled for the Descriptive Inventory, the room filter and the destination filter appear as one filter group on the right side of the Descriptive Inventory report, and the two filters apply together.

Selecting a room and a stop shows only the items assigned to that room that were dropped at that stop.
Worked example: a Descriptive Inventory has 40 items. 12 of those items are assigned to the Kitchen. 5 of those 12 Kitchen items were dropped at Stop 1. Selecting Kitchen in the room filter and Stop 1 in the destination filter shows 5 items.
Clearing one filter leaves the other filter applied.

Best Practices

Use the item count shown next to each room name to identify the rooms with the most items before starting a check.
On a multi-stop delivery, filter the Descriptive Inventory report to one stop at a time to confirm what was dropped there before reviewing the final destination.
Finish what you are reviewing on a tab before switching away, since the destination filter resets when you come back.
Combine a room and a stop when you are tracing one specific item, so the list stays short enough to scan.

Troubleshooting

The room filter is not appearing on my Descriptive Inventory report.

Check that the rooms setting is enabled for your account and that the Descriptive Inventory has items assigned to rooms. If neither condition is met, the room filter does not display. Contact your administrator to verify the rooms setting.

The destination filter is not appearing on my Descriptive Inventory report.

The destination filter appears when the Descriptive Inventory has items received across multiple stops. If the Descriptive Inventory has no destination checks, the Descriptive Inventory report displays without the destination filter.

My destination filter resets when I switch tabs.

That is expected. The destination filter returns to each tab's default every time you open a tab: the final destination only on the Final Destination Check tab, and all stops everywhere else. Reapply the stops you want on the tab you are reviewing. The room filter does stay applied across tabs.

My room filter is not staying applied when I switch tabs.

The room filter persists across the Initial Inventory tab and all check tabs on the Descriptive Inventory report. If it is not persisting, refresh the page and reapply the filter.

I do not see items I expected on the Final Destination Check tab.

The destination filter on the Final Destination Check tab of the Descriptive Inventory report defaults to the final destination only. Add the intermediate stops to the destination filter to see the items dropped at those stops.