"Rooms" are the physical locations within a site to which items are assigned.

1.  Navigation:
2. Site/Warehouse View
3. Rooms

The "Rooms" grid provides access to several preconfigured reports in PDF format, or as a CSV or XLSX extract that can be view and manipulated in a spreadsheet program such as Excel or Google Sheets. "Rooms" reports include all rooms located at the current site. To return a subset of data, the user must apply a filter to the records in the grid prior to running the report.

Barcode ID Report

Available in PDF format, this report provides "Room Numbers" and their respective barcodes in a format that can be printed to a sheet of labels using the Avery 5167 label format.

1. Click on Rooms, located in the top navigation bar.
2. Click the Please Select Room Report drop-down menu, located above the blue grid header.
3. Select Barcode IDs under the "--- PDF ---" menu subcategory. The "Barcode IDs" document opens within a PDF reader.

Room Inventory Report

The "Room Inventory Report" provides inventory counts and detailed information regarding the product(s) and their respective tags issued to each room. The report includes "Room Number"; "Room Name"; "Room Type"; "Site Name"; "Date Printed"; "Product Name"; "Product Number"; "Manufacturer"; "Model"; "Product Type"; "Area"; "Price"; "Other 1, 2, & 3"; "SKU"; "Projected Life"; "Tag Number"; "Qty"; and "Accessory" fields.

1. Click on  Rooms, located in the top navigation bar.
2. (Optional) Filter the "Rooms" grid to select the respective rooms.
3. Click the Please Select Room Report drop-down menu, located above the blue grid header.
4. Select Room Inventory Report under the "--- PDF ---" menu subcategory. The "Room Inventory Report" opens within a PDF reader.

Room Inventory Worksheet

Available in PDF format, this report provides a listing of the items within each room and their respective details, including "Room Number," "Room Type," "Tag," "Product Name," "Model," "Product Type," "Other 1," "Serial," and "Price" fields.

1. Click on  Rooms, located in the top navigation bar.
2. Click the Please Select Room Report drop-down menu, located above the blue grid header.
3. Select Room Inventory Worksheet under the "--- PDF ---" menu subcategory. The "Room Inventory Worksheet Setup" popup opens.
4. (Optional) Check the Include Inventory Assigned to Staff in Room check box.

5. Click on GO to run the report. The "Room Inventory Worksheet" opens within a PDF reader.

Room Audit Detail Report

Available in CSV format, this report provides a listing of the tags and their last "Room" audit state, based on the filters applied to the "Rooms" grid and by the report filters ("Audit State" and/or "Audit Status"). It includes "Site ID," "Site Name," "Tag," "Serial Number," "Audit State," "Audit Scan Date," "Audit Scan By," "Audit Location," "Expected Location," "Room Type," "Audit Date," "Audit By," "Audit Status," "Action Taken," "Audit Notes," "Product Number," "Product Name," "Model," "Manufacturer," "Catalog Type," "Inventory Status," "Tag Notes," "Order Number," "Funding Source," and "Purchase Price."

1. Click on  Rooms, located in the top navigation bar.
2. Click the Please Select Room Report drop-down menu, located above the blue grid header.
3. Select Room Audit Detail Report under the "--- Excel ---" menu subcategory. The "Filter Report" window opens.
4. (Optional) Select audit filters from the Audit State and/or Audit Status drop-down menus.
5. Click on GO.
6. If prompted with “Do you want to open or save csv," click Open. The "Room Audit Detail Report" opens within your computer's spreadsheet program. If your browser does not prompt you to open the file, check your downloads folder.

Room Listing Report

Available in CSV format, this report provides a listing of the rooms on a site, including a room's "Room Number," "Room Description," "Room Type," "Room Other," and "Staff Assigned Count" fields.

1. Click on  Rooms, located in the top navigation bar.
2. Click the Please Select Room Report drop-down menu, located above the blue grid header.
3. Select Room Listing under the "--- Excel ---" menu subcategory. The "Filter Report" window opens.
4. If prompted with “Do you want to open or save csv," click Open. The "Rooms Report" opens within your computer's spreadsheet program. If your browser does not prompt to open the file, check your downloads folder.

Room Components Listing

Available in CSV format, this report provides a current listing of all component tags and parent tags at a site. This report does not require the filtering of the "Rooms" grid. The report includes "Parent Tag"; "Asset Type"; "Tag"; "Serial"; "Product Number"; "Product Name"; "Manufacturer"; "Model"; "Product Type" "Other 1, 2, & 3"; "Suggested Price"; "Room Number"; "Room Description"; "Room Type"; "Status"; "Asset UID"; "MDM Field Data"; "Custom Field Data"; "Tag Notes"; "Source"; "Order Number"; "Vendor"; "Funding Source"; "Account Code"; "Purchase Price"; "Purchase Date"; "Projected Life"; "Expiration Date"; "Last Scan Date"; and "Last Scan By" fields.

1. Click on  Rooms, located in the top navigation bar.
2. Click the Please Select Room Report drop-down menu, located above the blue grid header.
3. Select Room Components Listing under the "--- Excel ---" menu subcategory. The "Filter Report" window opens.
4. If prompted with “Do you want to open or save “RoomComponentsListing.csv,” click Open. The "Room Components Listing" opens within your computer's spreadsheet program. If your browser does not prompt to open the file, check your downloads folder.

View an Individual Room’s Inventory Report

Available in PDF format, this report provides detailed product information, respective tags, and inventory quantities per room.

1. Click on  Rooms, located in the top navigation bar.
2. Filter the "Rooms" grid to locate the respective room.
3. Click on Room Inventory Report, located on the respective room’s row under the "Actions" column. The report launches as a PDF.
4. (Optional) Click on the PDF reader’s print icon, review the print window, and click OK.
5. Click on Close to close the "Room Inventory Report" window.

View an Individual Room’s Audit Summary Report

Available in PDF format, this report provides a listing of the tags and their respective audit states within the room audit. The report includes "Room Number," "Room Name," "Room Type," "Site Name," "Date Printed," "Status," "Created By," "Created Date," "Last Modified By," "Last Modified Date," "Initiated By," "Approved By," "Approved Date," "Scan Completed By," "Scan Completed Date," "Audit Inventory Quantity," "Verified Quantity," "Found Quantity," "Missing Quantity," "Misplaced Quantity," "State," "Product," "Tag," "Asset Type," "Expected Location," "Audit Location," and "Action Taken" (sorted by "Audit Tag State"). 

1. Click on  Rooms, located in the top navigation bar.
2. Filter the "Rooms" grid to locate the respective room.
3. Click on the respective room’s row to display all tabs.
4. Click on the Audits tab.
5. Click on Room Audit Summary Report, located on the respective audit’s row under the "Actions" column. The report launches as a PDF.
6. (Optional) Click on the PDF reader’s print icon, review the print window, and click OK.
7. Click on  Close to close the "Room Audit Summary Report" window.