Frontline Inventory & Help Desk Management
Frontline Inventory & Help Desk Management

Reports Overview

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The “Reports” screen in Instructional Materials Management organizes reports, receipts, and worksheets by category so users can view, print, filter, sort, and export instructional materials data. These reports help districts track and account for instructional materials at the district and campus levels using PDF, CSV, and, for some reports, XLS file formats.

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  3. Reports
  4. Overview

Reports and receipts can often be refined through filtering and sorting to display the specific instructional materials information needed for auditing, reconciliation, inventory review, and campus-level tracking.

There are three main report types:

  1. Reports – Display information in sequential order. For example, the “Textbook Basic Report” can display multiple ISBNs on a single page.
  2. Receipts – Display information separated by campus, ISBN, or process. For example, the “Campus Adjustment Receipt” displays one campus adjustment per page or page break.
  3. Worksheets – Display information with blank spaces for handwritten or manual inventory entry so users can compare physical counts to inventory recorded in Instructional Materials Management. For example, the “District Warehouse Inventory Worksheet.”

All Reports Category

The “All Reports” category lists all available reports and receipts from other categories in one location for viewing, printing, and exporting.

The exception is “My Reports,” which does not appear in “All Reports” because of its saved filter and sort settings. To view saved reports, use the “My Reports” category.

Campus Reports Category

  • Campus Adjustment Receipt – Lists ISBNs and adjustment details by campus and adjustment name
  • Campus Needs by Title Report – Lists ISBNs, inventory counts, eligibility counts, and quantities in the Over or Short columns. Requires established book-to-course relationships.
  • Campus Requisition Report – Lists ISBNs requisitioned by a campus from the district
  • Campus Transaction Report – Lists all transactions to and from the district by ISBN, including requisitions and adjustment requests
  • Outstanding Campus Requisitions Report – Lists ISBNs in "Approved" status that are not yet "In Transit." Includes a back-ordered filter
  • Requisition Transaction Detail Report – Provides detailed status history for each ISBN, including the user who performed each action. Available only for data created after version 7.2.0.0
  • Campus Closing Process Report – Identifies the "Last Run Date" and the user who completed each closing process for a campus

Inventory Reports Category

  • Campus Inventory Worksheet – Lists ISBNs and expected inventory counts with space for physical audit notes
  • Digital Material Report – Lists all digital titles in inventory
  • District Inventory History Report – Tracks ISBN movement, including "Received," "Issued," "Returned," "Paid," "Shrinkage," "Surplus," and "Destroyed"
  • District Warehouse Inventory Worksheet – Provides a formatted list for warehouse inventory audits
  • Funding by Title – Lists ISBNs, inventory counts, and vendor order funding details
  • Funding Summary – Summarizes funding sources and total spending
  • Vendor Order Report – Lists vendor orders for additional instructional materials

My Reports Category

The “My Reports” category contains reports and receipts saved with specific filter and sort settings.

This feature saves time by preserving report configurations. It stores the report setup, not the data results from when the report was run.

Other Reports Category

  • Master Courses Listing Report – Lists courses and associated ISBNs based on book-to-course relationships
  • Subject Area Listing Report – Lists ISBNs and their assigned subject areas

Textbook Reports Category

  • Components Listing Report – Lists all components assigned to ISBNs
  • Distributions by Titles Report – Lists campuses and inventory counts by ISBN
  • District Analysis of Need by Current Enrollment – Calculates need based on current eligibility counts
  • District Analysis of Need Max Enrollment – Calculates need based on maximum enrollment since last reset
  • District Analysis of Need Percentage Forecast – Calculates need based on forecast percentage
  • Textbook Basic Report – Lists ISBNs, inventory quantities, storage quantities, and unit prices
  • Textbook Detail Report – Lists ISBNs, pricing, inventory counts, expiration year, and adjustment breakdowns

Reports Grid Page

  • Report Name – Displays the name of the report or receipt
  • filter icon Filter – Opens the “Filters” page to refine report data and apply sorting options
  • data export icon Data Export – Launches the CSV version of the report with all available data
  • report icon Report – Launches the PDF version of the report
  • Description For – Displays the "Purpose," "Filters," "Sorts," and "Description" for each report. Click Report Name to view details.
  • Grayed-out icons – Indicate features not available for that report
  • edit icon Edit – Available only in “My Reports.” Allows renaming a saved report

Reports Filters Page

  • set tabs Set tabs – Allow up to two filter criteria per tab, for a maximum of eight filters
  • AND – Requires all criteria to be met, narrowing results
  • OR – Allows any criteria to be met, broadening results
  • Set box – Links set tabs together using AND/OR logic
  • sorting tab Sorting tab – Provides sort options with ascending or descending order
  • summary tab Summary tab – Displays selected filters and sort settings
  • Click go icon Go to generate a preview of the report using the selected filters and sort settings.
  • Click save icon Save to save the report and its selected filters or sort settings to “My Reports.”
  • Click excel export icon Export to Excel to launch the XLS version of the report (available for selected reports).
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