Running Catalog Reports

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Quick Nav: Admin/Site View > Products

"Catalog" is the area of Asset Management where Products reside.

Note:

  • If you filter the Catalog's grid before selecting a catalog report, the report will display only the filtered information.
  • Missing tags must be in a state of "Reconciled" to be included in the "Missing Inventory Value by Product Type" report.

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.png 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. Select additional filters using the More Filters drop-down menu within the "View Report" window (optional).
  5. Click on go.png 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.png 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.xls…”, click on Open. The Product Listing opens in Microsoft Excel.

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.png 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.

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.png 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.

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.png 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.
  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.pngGO.
  7. When the message appears asking “Do you want to open or save MissingInventory Value by Product Type.xls…”, click on Open. The Inventory Aging by Product Type report opens in Microsoft Excel.

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.png 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.