Running Tags Reports

The “Tags” grid, located in the top navigation bar, allows users with "Tags" grid permission to search for assets, review filtered results, and run reports. In Administrative View, users can search assets across the district. In Site View, users can search assets only at their assigned site.

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

Inventory Quantity Report

The “Inventory Quantity Report” provides inventory totals for the assets currently displayed in the filtered “Tags” grid. This report is generated in PDF format.

Available report groupings include “Funding Source,” “Distribution Type,” “Manufacturer,” “Model,” “Product Name,” “Product Type,” and “Vendor.”

1. Click Tags, located in the top navigation bar.
2. Filter the “Tags” grid using Basic Filters and/or Advanced Filters.
3. Click 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 a value in the Report For drop-down menu. The report is organized by the selected field and by asset location from the filtered “Tags” grid.

7. (Optional) Select Include District Summary to add a one-page summary of all assets in the filtered results.
8. (Optional) Select Include Untagged Inventory to include both tagged and untagged inventory quantities.
9. (Optional) Enter text in the Report Notes box. These notes appear at the top of each report page.
10. Click GO. The “Inventory Quantity Report” opens in PDF format.

Archived Inventory Report

The “Archived Inventory Report” provides a detailed list of all archived tags in CSV format. This report ignores the current “Tags” grid filter results and always includes all archived tags.

The report includes fields such as “Archive Date,” “Archive By,” “Archive Notes,” “Tag,” “Serial,” “Product Number,” “Product Name,” “Manufacturer,” “Model,” “Product Type,” “Suggested Price,” “Site,” “Location,” “Status,” “Tag Notes,” “Source,” “Order Number,” “Vendor,” “Funding Source,” “Purchase Price,” “Purchase Date,” “Projected Life,” “Expiration Date,” “Last Scan Date,” “Last Scan By,” “SKU,” “Area,” “FRN,” “Invoice Date,” “Invoice Number,” “Installation Site,” “Installation Date,” “Facility ID,” “Staff Status,” “CFDA,” and “Sale Price.”

1. Click 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 Open. The “Archived Inventory” report opens within Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.

Components Listing

The “Components Listing” report provides a district-wide list of current parent and component tags in CSV format.

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.”

1. Click Tags, located in the top navigation bar.
2. Filter the “Tags” grid using Basic Filters and/or Advanced Filters.
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 Open. The “Components Listing” report opens within Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.

E-Rate Report

The “E-Rate Report” provides E-Rate-related asset information from purchase orders in CSV format.

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 Fields #1–#4,” “Tag Notes,” “Status Notes,” “Last Scan Date,” and “Staff Status.”

1. Click Tags, located in the top navigation bar.
2. Filter the “Tags” grid using Basic Filters and/or Advanced Filters.
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 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

The “Room Audit Detail Report” provides a listing of tags and their audit states for room audits within a site. This report is generated in CSV format.

This report is not available in Site View. Site-level users should use the “Rooms Grid Reports” instead.

The 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 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 GO.
6. If prompted with “Do you want to open or save csv,” click 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 Close to close the “Filter Report” window.

Status Lifecycle Report

The “Status Lifecycle Report” provides a history of selected statuses for the tags currently displayed in the filtered “Tags” grid. This report is generated in CSV format.

Depending on the selected grid filters, the 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 Tags, located in the top navigation bar.
2. Filter the “Tags” grid using Basic Filters and/or Advanced Filters.
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. Select values in the Status and Date Range drop-down menus. These fields are required.
6. Choosing Custom Date Range opens additional fields.
   1. Click Open the calendar popup to select the Start Date.
   2. Click Open the calendar popup to select the End Date.
7. Click GO.
8. If prompted with “Do you want to open or save csv,” click 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

The “Model End of Life Report” provides asset age and lifecycle information for the tags currently displayed in the filtered “Tags” grid. This report is generated in CSV format.

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.”

1. Click Tags, located in the top navigation bar.
2. Filter the “Tags” grid using Basic Filters and/or Advanced Filters.
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 prompted with “Do you want to open or save ModelEndOfLife.csv,” click 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

The “Tag Depreciation Report” provides depreciation values for filtered tags in CSV format.

You can filter the report by “Report Date,” choose whether to calculate depreciation by “Month” or “Year,” and choose whether to “Include Archived Inventory.”

The 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.”

Annual depreciation and depreciated value are calculated only when a tag includes “Purchase Price,” “Purchase Date,” and “Projected Life.”

1. Click Tags, located in the top navigation bar.
2. Filter the “Tags” grid using Basic Filters and/or Advanced Filters.
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 Calendar Control (open the calendar popup) next to the “Report Date” field to change the date. The current date is the default value.
6. Select Month or Year from the “Calculate Depreciation By” drop-down menu.
7. Select or clear Include Archived Inventory.
8. Click GO.
9. If prompted with “Do you want to open or save csv,” click Open. The “Tag Depreciation Report” opens within Microsoft Excel.

Tag Listing Report

The “Tag Listing Report” exports the tags currently displayed in the filtered “Tags” grid to a CSV file.

Default columns include “Tag,” “Serial,” “Product Number,” “Product Name,” “Manufacturer,” “Product Type,” “Site Name,” “Location,” “Asset Type,” “Status,” “Vendor,” and “Funding Source.”

Additional columns can be added to include more tag details.

• Location Information
  • Site
  • Site ID
  • Region
  • Location
  • Location ID
  • Location Type
  • Destination
  • Facility ID
• Product Information
  • Product Type
  • Product Name
  • Product ID
  • Product Description
  • Model
  • SKU
  • Manufacturer
  • Other Fields 1, 2, and 3
  • Model End of Life
  • Projected Life
  • Suggested Price
• Tag-Specific Information
  • Tag Number
  • Serial Number
  • Asset UID
  • Asset Type
  • Parent Tag
  • Active or Inactive
  • Status
  • Area Assigned
  • Custom Tag Fields 1, 2, 3, and 4
  • RFID
  • Expiration Date
  • Last Scan Date
  • Last Scan By
• Inventory and Funding History
  • Inventory Type
  • Order Number
  • Account Code
  • Vendor
  • Funding Source
  • Purchase Price
  • Purchase Date

1. Click Tags, located in the top navigation bar.
2. Filter the “Tags” grid using Basic Filters and/or Advanced Filters.
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 Open. The “Tag Listing” report opens within Microsoft Excel.