video1.0<iframe src="https://www.loom.com/embed/c54436307c5549bfb6a3952a192a87f7" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c54436307c5549bfb6a3952a192a87f7-e7987bb9864c8b44.gif368.687This Loom explains how to create and configure an inventory report in the Reports tab, using the James Jones Estate demo. It covers options including saving report settings, choosing the report name, adding a consistent subtitle, setting the as of date (defaulting to the first transaction date, ideally date of death), and optionally showing zero value accounts. It also explains how categories are shown or collapsed and the export options, especially Excel. The report pulls values as of the end of the selected date, includes transactions entered that day, and highlights the importance of entering transactions on the correct dates so accounts appear correctly; income and expense transactions are typically entered the day after the date of death.