---
title: How to upload the Controller's Toolbox Reports in Fishbowl Inventory
description: Here's how to upload the Controller's Toolbox Reports to Fishbowl Inventory. The Controller’s Toolbox by TaraByte Solutions consists of 11 reports supported by Fishbowl. 
image: https://blog.tarabyte.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Youtube%20Thumbnails%20(1).png
---

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# How to upload the Controller's Toolbox Reports in Fishbowl Inventory

[January 18, 2021](https://blog.tarabyte.com/blog/archive/2026/) by [Steffanie Rodriguez](https://blog.tarabyte.com/blog/author/steffanie-rodriguez) in category [Fishbowl Inventory](https://blog.tarabyte.com/blog/tag/fishbowl-inventory) with <https://blog.tarabyte.com/blog/how-to-upload-the-controllers-toolbox-reports-in-fishbowl-inventory#comments-listing>

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#### The Controller’s Toolbox by TaraByte Solutions consists of 11 reports of which 10 are appropriate for all costing methods supported by Fishbowl. 

 

### **Getting Started: Extracting the Reports from the zip file. **

 

First, you'll need to extract the reports from the zip file you downloaded. Right click on the file then select **extract files...** you can select where to save your file, in this example we saved it to our **Desktop.** After selecting where to save, click **okay.** In the **Desktop** Folder, you'll see the following five folders with the reports:  

1. All Costing Methods Reports Common Reports
   
     - Costing Layers with Transaction Source
     - Export Inventory Adjustment 
     - Export Sales Transactions
     - Inventory Valuation by Account
     - Payment Transactions
     - Transaction Detail Receiving 
     - Transaction Detail Sales Tax
2. Average and FIFO Reports
   
     - Export Purchase Transactions
     - Export Work Order Transactions
3. Average Cost Package 
     - Inventory Valuation With Sorting Options Average Cost
4. FIFO-LIFO Cost Package 
     - Inventory Valuation By Location Groups FIFO-LIFO
     - Inventory Valuation With Sorting Options
5. Standard Cost Package 
     - Costing Costing Review Standard Cost
     - Export Purchase Transactions Standard Cost with DS
     - Export Work Order Transactions Standard Cost
     - Inventory Valuation With Sorting Options Standard Cost

 

**Next Steps: Setting up in the Fishbowl Reports Module **

 

Bring over the Fishbowl Report Module window front and center. Right Click the **Company** folder and click **New Folder**. Edit the new folder name by double clicking and highlighting the text. Name this new folder ***Controller's Toolbox 2020***. 

 

**Adding subfolders for the Controller's Toolbox **

 

Bring over the Documents Folder Window with the Controller's Toolbox Folder Open. Hover over the first folder *All Costing Methods Reports Common Reports* right click and select the option **Rename**. The folder name will be highlighted, press **Ctrl C** to copy the name.

 

Return to the Fishbowl Reports Module Window, right click on the Controller's Toolbox Folder, select **New Folder.** Rename the new folder ***All Costing Methods Reports Common Reports*** by clicking **Ctrl V** to paste. 

 

**Repeat the same steps for the following folders:** *Average and FIFO Reports, Average Cost Package, FIFO-LIFO Cost Package, and Standard Cost Package. *

 

**Final Steps: Uploading the Reports **

 

Still in the Reports Module Window, click the **U****pload** button at the top-upper-left corner of the window. The **Upload a New Report** Window will open. Click the **Browse** button, which will open a window for your systems documents.

 

In the upper right hand corner you'll see buttons with icons, select the home button, this will navigate you to your *Desktop Folder*. Open the folder labeled **Controller's Toolbox 2020.** In the Controller's Toolbox 2020 Folder you'll be presented with the same folders, *All Costing Methods Reports Common Reports* *Average and FIFO Reports, Average Cost Package, FIFO-LIFO Cost Package, and Standard Cost Package. *

 

Open the first folder *All Costing Methods Reports Common Reports* and select the first report file, **Costing Layers with Transaction Source,** click **Open.** This will return you to the previous window *Upload a new report*.

 

At the bottom of the Upload a new report window, click **Next**. In reports Detail, under the Tree Position, select the option in which this report will be placed. In this example it's *All Costing Methods Reports Common Reports.* Click **Finish** to close the window. 

 

 

**Repeat the same steps until all the reports are in their designated folders. **

 

You have now successfully uploaded the Controller's Toolbox Reports Package to Fishbowl Inventory. 

 

![Untitled design (1)](https://blog.tarabyte.com/hubfs/Untitled%20design%20(1).png "Untitled design (1)")

### **Jeanne Tarazevits** **CPA, QuickBooks Maven, Fishbowl Guru**

As a Top 100 QuickBooks ProAdvisor and Fishbowl Inventory Super Hero, Jeanne helps businesses change the way they do business by getting their inventory management, accounting and manufacturing systems all working together seamlessly. In providing these services Jeanne draws upon her knowledge as a CPA, her previous experience as an Auditor with Ernst & Young and long-time CFO of a publicly-traded medical device manufacturer, and the expertise gained in the 10+ years she has been working with Fishbowl Inventory.

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