The "Tags" grid, located in the top navigation bar, allows admin view or site view users with "Tags" grid permission to search, view, and/or print reports respective to the selected filters. The administrative view user will be able to search all assets in the district, whereas a site view user can search for assets at their respective site.

1.  Navigation:
2. Admin/Site/Warehouse View
3. Tags

Inventory Quantity Report

This report, in PDF format, provides inventory quantities respective to the selected filters. Report options include "Funding Source," "Distribution Type," "Manufacturer," "Model," "Product Name," "Product Type," and "Vendor."

1. Click on Tags, located in the top navigation bar.
2. Filter the "Tags" grid, using the Basic Filters and/or  Advanced Filters feature, for the respective tag information.
3. Click on Apply Filters.
4. Click the Please Select Tag Report drop-down menu, located above the blue grid header.
5. Select Inventory Quantity Report under the "--- PDF ---" menu subcategory. The "Report Setup" window opens.
6. Select the report option from the Report For drop-down menu. The report will be organized by the field chosen in this step and location of the assets in the filter results grid.

7. (Optional) Select Include District Summary. This option will include a one-page summary of all assets in the filter results grid.
8. (Optional) Select Include Untagged Inventory. This option will include a quantity for both tagged and untagged inventory items.
9. (Optional) Enter notes in Report Notes box. Text placed in the "Report Notes" box will appear at the top of each page in the report.
10. Click on  GO. The "Inventory Quantity Report" opens in PDF format.

Archived Inventory Report

This report, in CSV format, provides a detailed list of archived tags. The "Archived Inventory Report" will list all archived tags and ignore the tags that are in the filter results grid. The report includes "Archive Date," "Archive By," "Archive Notes," "Tag," "Serial," "Product Number," "Product Name," "Manufacturer," "Model," "Product Type," "Other" fields (1, 2, and 3), "Suggested Price," "Site ID," "Site Name," "Region," "Location ID," "Location Description," "Location Type," "Name," "Status," "Custom Tag" fields (1, 2, 3, and 4), "Tag Notes," "Source," "Order Number," "Vendor," "Funding Source," "Account Code," "Purchase Price," "Purchase Date," "Projected Life," "Expiration Date," "Last Scan Date," "Last Scan By," "SKU," "Area," "FRN," "State Funding Percentage," "Federal Funding Percentage," "Invoice Date," "Invoice Number," "Installation Site," "Installation Date," "Facility ID," "Staff Status," "CFDA," and "Sale Price."

1. Click on  Tags, located in the top navigation bar.
2. Click the Please Select Tag Report drop-down menu, located above the blue grid header.
3. Select Archived Inventory under the "--- Excel ---" menu subcategory.
4. If prompted with “Do you want to open or save csv," click on Open. The "Archived Inventory" opens within Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.

Components Listing

This report, in CSV format, provides a district-wide list of current component and parent tags. The report includes "Parent Tag," "Asset Type," "Tag," "Serial," "Product Number," "Product Name," "Manufacturer," "Product Type," "Site Name," "Location," "Status," "Vendor," "Funding Source," "Grade," and "Email"  fields.

1. Click on  Tags, located in the top navigation bar.
2. Filter the "Tags" grid, using the  Basic Filters and/or  Advanced Filters feature, for the respective tag information.
3. Click the Please Select Tag Report drop-down menu, located above the blue grid header.
4. Select Components Listing under the "--- Excel ---" menu subcategory.
5. If prompted with “Do you want to open or save csv,” click on Open. The "Components Listing" opens within Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.

E-Rate Report

This report, in CSV format, provides "E-Rate" asset information from purchase orders. The report includes "Site ID"; "Site Name"; "Current Room"; "Room Description"; "Tag"; "Serial"; "Product Number"; "Product Name"; "Manufacturer"; "Model"; "Purchase Order"; "Vendor"; "Funding Source"; "FRN"; "State Funding Percentage"; "Federal Funding Percentage"; "Department"; "Account Code"; "Purchase Date"; "Purchase Price"; "Invoice Number"; "Invoice Date"; "Delivery Site"; "Delivery Date"; "Original Install Site"; "Original Install Room"; "Original Install Date"; "Expiration Date"; "Status"; "Asset Condition"; "Asset Type"; "Custom Tag Field #1, #2, #3, and #4"; "Tag Notes"; "Status Notes"; "Last Scan Date"; and "Staff Status" fields.

1. Click on  Tags, located in the top navigation bar.
2. Filter the "Tags" grid, using the  Basic Filters and/or  Advanced Filters feature, for the respective tag information.
3. Click the Please Select Tag Report drop-down menu, located above the blue grid header.
4. Select E-Rate Report under the "--- Excel ---" menu subcategory.
5. If prompted with “Do you want to open or save E-RateReport.csv," click on Open. The "E-Rate Report" opens within Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.

Room Audit Detail Report

This report, in CSV format, provides a listing of the tags and their respective audit state for room audit(s) within a respective campus. The "Room Audit Detail Report" is not available in "Site View" (check the "Rooms Grid Reports"). This report 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," "Product Type," "Inventory Status," "Tag," "Notes," "Order Number," "Funding Source," "Department," and "Purchase Price."

1. Click on  Tags, located in the top navigation bar.
2. Click the Please Select Tag 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) Filter the report using the Site, 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 on Open. The "Room Audit Detail Report" opens within Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.
7. Click on Close to close the "Filter Report" window.

Status Lifecycle Report

This report, in CSV format, provides a list of all statuses, at various times, to the filtered tags. Dependent on selected filters in the "Tags" grid, this report may include "Selected Status," "Status Notes," "Origin Site," "Scan Date," "Scan By," "Tag," "Serial," "Product Number," "Product Name," "Manufacturer," "Product Type," "Site Name," "Location," "Asset Type," "Status," "Vendor," and "Funding Source."

1. Click on  Tags, located in the top navigation bar.
2. Filter the "Tags" grid, using the  Basic Filters and/or  Advanced Filters feature, for the respective tag information.
3. Click the Please Select Tag Report drop-down menu, located above the blue grid header.
4. Select Status Lifecycle Report under the "--- Excel ---" menu subcategory. The "Status Lifecycle Report Filters" window opens.
5. Filter the report using the Status and Date Range dop-down menus. These are required fields.
6. Choosing Custom Date Range opens additional fields.
   1. Click on Open the calendar popup to select the "Start Date."
   2. Click on Open the calendar popup to select the "End Date."
7. Click on GO.
8. If prompted with “Do you want to open or save csv," click on Open. The "Status Lifecycle Report" opens within Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.

Model End of Life Report

This report, in CSV format, provides information related to the age of tags as filtered using the "Tags" grid filters ("Basic" and/or "Advanced"). The report includes "Site ID," "Site Name," "Location," "Tag Number," "Serial Number," "Product Name," "Product Type," "Manufacturer," "Model," "Suggested Price," "Projected Life," "Status," "Funding Source," "Account Code," "Purchase Date," "Purchase Price," "Model End of Life," "Approaching End of Life," and "Past End of Life" fields.   

1. Click on  Tags, located in the top navigation bar. 
2. Filter the "Tags" grid, using the  Basic Filters and/or  Advanced Filters feature, for the respective tag information. 
3. Click the Please Select Tag Report drop-down menu, located above the blue grid header. 
4. Select Model End of Life Report under the "--- Excel ---" menu subcategory.   
5. When the message appears asking, "Do you want to open or save ModelEndOfLife.csv," click on Open. The "Model End of Life Report" opens within Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.

Tag Depreciation Report

This report, in CSV format, provides tag depreciation value based on selected filters. The user filters the tags by "Report Date," what tags to "Report On," whether to "Calculate Depreciation" by month or year, and whether or not to "Include Archived Inventory." This report includes "Site ID," "Site Name," "Location," "Archive Date," "Archive By," "Archive Notes," "Tag Number," "Serial Number," "Product Name," "Product Type," "Manufacturer," "Model," "Suggested Price," "Projected Life," "Status," "Funding Source," "Account Code," "Purchase Date," "Purchase Price," "Age," "Annual Depreciation," "Monthly Depreciation," "Depreciated Value," "FRN," "State Funding Percentage," "Federal Funding Percentage," "Sale Price," "Invoice Date," "Invoice Number," and "Staff Status."

When creating a "Tag Depreciation Report," annual depreciation and depreciated value are calculated only when the purchase price, purchase date, and projected life of a tag is available.

1. Click on  Tags, located in the top navigation bar.
2. Filter the "Tags" grid, using the  Basic Filters and/or  Advanced Filters feature, for the respective tag information.
3. Click the Please Select Tag Report drop-down menu, located above the blue grid header.
4. Select Tag Depreciation Report under the "--- Excel ---" menu subcategory. The "Tag Depreciation Report Filters" window opens.
5. Click on Calendar Control (open the calendar popup) next to the Report Date field to edit the date. The current date is the default date.
6. Select "Month" or "Year" from the Calculate Depreciation By drop-down menu.
7. Select or deselect Include Archived Inventory.
8. Click on GO.
9. If prompted with “Do you want to open or save csv," click on Open. The "Tag Depreciation Report" opens within Microsoft Excel.

Tag Listing Report

If the "Tags" grid is filtered using the "Tag Listing" report, the report will display only the filtered tag information in a CSV file. The "Tag Listing" report default columns include "Tag," "Serial," "Product Number," "Product Name," "Manufacturer," "Product Type," "Site Name," "Location," "Asset Type," "Status," "Vendor," and "Funding Source." Edit columns to include a greater amount of tag information, including:

• Where each tag is located:
• Site
• Site ID
• Region
• Location
• Location ID
• Location Type
• Destination
• Facility ID
• What kind of item each tag is tracking:
• Product Type
• Product Name
• Product ID
• Product Description
• Model
• SKU
• Manufacturer
• 3 possible product Other Fields' information
• Model End of Life
• Projected Life
• Suggested Price
• Each Tag's specific information:
• Tag Number
• Serial Number
• Asset UID
• Asset Type
• Parent Tag
• Active or Inactive
• Status ("In Use" or "Available")
• Area Assigned
• 4 possible tag Custom Fields' information
• RFID
• Expiration Date
• Last Scan Date & by Whom
• Each Tag's inventory and funding history:
• Inventory Type ("Initial" or "Order")
• Order Number
• Account Code
• Vendor
• Funding Source
• Purchase Price
• Purchase Date

1. Click on  Tags, located in the top navigation bar.
2. Filter the "Tags" grid, using the  Basic Filters and/or  Advanced Filters feature, for the respective tag information.
3. Click the Please Select Tag Report drop-down menu, located above the blue grid header.
4. Select Tag Listing under the "--- Excel ---" menu subcategory.
5. If prompted with “Do you want to open or save csv," click on Open. The "Tag Listing" report opens within Microsoft Excel.