The Catalog grid provides access to several preconfigured reports in pdf format or as a .csv or .xlsx extract that can be viewed and manipulated in a spreadsheet program such as Excel or Google Sheets.

When in Administrative View the reports include all products in the Catalog. In Site View the reports include all products located at the current site. To return a subset of data, the user is required to apply a filter to the records in the grid prior to running the report.

1.  Navigation:
2. Admin/Site/Warehouse View
3. Catalog
4. Reports Dropdown

Product Catalog Report

This report, in PDF format, provides a complete listing of products with product barcodes and images (if provided). Barcodes speed up the process of initializing items to a room.

1. Click on Catalog, located in the top navigation bar.
2. Click on the Please Select Catalog Report drop-down menu, located above the blue grid header.
3. Select Product Catalog Report under the "--- PDF ---" menu subcategory. The "View Report" window opens.
4. If desired, select additional filters using the More Filters drop-down menu within the "View Report" window (optional).
        
   To display only untagged products in the catalog report, select Allow Untagged in the filter drop-down menu, and enter "true" into the open text field.
5. Click on GO. The Product Catalog Report opens.

Product Listing

This report, in XLS format, provides a complete detailed listing of products within Asset Management. Details include Product Number, Product Name, Manufacturer, Model, Product Type, Other #1, Other #2, Other #3, Price, Quantity, and Total Value.

1. Click on Catalog, located in the top navigation bar.
2. Click on the Please Select Catalog Report drop-down menu, located above the blue grid header.
3. Select Product Listing under the "--- Excel ---" menu subcategory.
4. When the message appears asking “Do you want to open or save Product Listing.xlsx”, click on Open. The Product Listing opens in Microsoft Excel.  If your browser does not prompt to open the file, check your downloads folder.

Inventory Aging by Product Type

This administrative report, in CSV format, provides: Product Type, Location, Type, Quantity, and Age (calculated by the purchase date of the item).

1. Click on  Catalog, located in the top navigation bar.
2. Click on the Please Select Catalog Report drop-down menu, located above the blue grid header.
3. Select Inventory Aging by Product Type under the "--- Excel ---" menu subcategory.
4. When the message appears asking “Do you want to open or save Inventory Aging by Product Type.xls”, click on Open. The Inventory Aging by Product Type report opens in Microsoft Excel.  If your browser does not prompt to open the file, check your downloads folder.

Inventory Value by Product Type

This administrative report, in CSV format, provides a total value breakdown of Product Type quantities at each site.

1. Click on  Catalog, located in the top navigation bar.
2. Click on the Please Select Catalog Report drop-down menu, located above the blue grid header.
3. Select Inventory Value by Product Type under the "--- Excel ---" menu subcategory.
4. When the message appears asking “Do you want to open or save Inventory Aging by Product Type.xls”, click on Open. The Inventory Value by Product Type report opens in Microsoft Excel.  If your browser does not prompt to open the file, check your downloads folder.

Missing Inventory Value by Product Type

This administrative report, in CSV format, provides the total missing value by Product Type, Site, and Missing Counts.

1. Click on  Catalog, located in the top navigation bar.
2. Click on the Please Select Catalog Report drop-down menu, located above the blue grid header.
3. Select Missing Inventory Value by Product Type under the "--- Excel ---" menu subcategory. 
   Missing tags must be in a state of Reconciled to be included in the Missing Inventory Value by Product Type report.
4. Enter a search beginning date in the Audit Start Date field using the interactive calendar feature.
5. Enter a search ending date in the Audit End Date field using the interactive calendar feature.
6. Click on GO.
7. When the message appears asking “Do you want to open or save Missing Inventory Value by Product Type.xls”, click on Open. The Inventory Aging by Product Type report opens in Microsoft Excel.  If your browser does not prompt to open the file, check your downloads folder.

Site Inventory Aging by Product

This administrative report, in CSV format, provides: Product Type, Site, Location, Type, Quantity, and Age (calculated by the purchase date of the item).

1. Click on  Catalog, located in the top navigation bar.
2. Click on the Please Select Catalog Report drop-down menu, located above the blue grid header.
3. Select Site Inventory Aging by Product Type under the "--- Excel ---" menu subcategory.
4. When the message appears asking “Do you want to open or save Inventory Aging by Product Type.xls”, click on Open. The Site Inventory Aging by Product Type report opens in Microsoft Excel.  If your browser does not prompt to open the file, check your downloads folder.