Select the Reports icon in the left side menu or click the down arrow on the Homepage to open the reports section.
Click on the report you'd like to run.
Ensure you have the Room or Location set that you want to report on.
For Transaction and User Reports a date range will need to be entered.
All reports are designed around 8.5" x 11" paper.
To print, run the report and click on the Print link in the upper right corner above the report.
Inventory and Transaction reports can be downloaded into a .csv file. Click Download CSV in the upper left corner above the report.
What's the difference between an inventory report and a reorder report?
The Inventory Report includes all inventory levels for the Room or Location selected.
The Reorder Report only includes items within the Room or Location selected whose inventory level is near or below the minimum stocking level set for that item. This is a report of items to consider for reorder.
Which types of transaction reports can I run?
Use the transaction reports to get a detailed view of your inventory activity and history.
This report provides details on consumption generated by using the Pull Items function. Currently, there are two types of consumption: General Use and Waste.
This report provides details on restock activity generated by using the Restock Items function.
This report provides details on transfer activity generated by the Transfer Item function.
How to run a user history report?
From the sidebar menu, select "Reports" and then select "User Reports."
Select "Chronological History" and enter your start date and end date.
Select the room or location you'd like to run a report on from the dropdown menu.
Select "Get Report" to open a chronological report for all users who meet the criteria selected.