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How to Make an Inventory Count Report in PDF

By Neil SinghUpdated:

Quick answer

Open the completed count, check the date and any differences, then choose Export and PDF. Open the file from your phone’s share menu to check it before sending. In Retail Scan & Stock 1.2.0, branded PDF export is available on Store, Multi-Store and Business.

Sketch of a phone with a completed count beside a printed report on a corner shop counter

1. Check the completed count

Maple Corner Shop finished its count on October 31, 2026. In Documents, open the completed count and check the shop, completion date, and units. Compare Recorded qty with Counted Quantity. If a recorded quantity is missing, leave the comparison open. A missing baseline and a recorded zero mean different things.

2. Export a branded PDF

These steps are for app version 1.2.0. Check your installed version if PDF is missing from the export menu.

Check the name under More → Business profile. The PDF uses the business or location name and includes the address, phone and email when entered. On a multi-store account, the report can also show the store for that count. Review the contact details before sharing.

On the count detail screen, tap Export and choose PDF. If the screen shows an order button in place of Export, tap ⋯, then Export → PDF. The app creates the file and opens the system share sheet. On Free, PDF opens the upgrade prompt. Excel (XLSX) and CSV exports are also available on Free.

Sketch of the same three count lines on a phone, a report and a copy ready to share

3. Open the file and share it

Save a copy or send the PDF through the share sheet. Open the file and verify the business header, document number, completion date and the line with the discrepancy. Maple Corner Shop can send the dated PDF to its owner and keep a copy with the count records.

Filled stocktake report example

Maple Corner Shop · October 31, 2026 · Completed INV-20261031-001
Product nameRecorded qtyCounted QuantityDifference
Oat drink, 1 L1210-2
Pasta, 500 g18180
Chickpeas, 400 g24240

The shop recorded 12 oat drinks and counted 10. The difference is 10 − 12 = −2 units. A recount confirmed the shortage. The cause is still open.

Editorial sample in English. We made this one-page PDF with fictional data and selected columns from the 1.2.0 export. The app export also includes fields such as barcode, location, notes and the time each line was counted.

Download the filled example (PDF, English)

When to use PDF, XLSX or CSV

Send a PDF when someone needs to read, print or file a dated snapshot. Choose XLSX to filter rows, add formulas or compare counts in a workbook. Choose CSV when another tool expects plain tabular data and you have checked its import requirements.