Running Staff Reports

This article explains the staff reports available in Asset Management. Staff are the employees who may have an issued item within a site. The “Staff” grid includes reports that help administrators review staff IDs, issued assets, accessories, charges, due dates, receipts, and inventory status. If you apply filters in the “Staff” grid before running a report, the report returns only the filtered staff records.

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

Barcode IDs Report

This PDF report provides each staff member’s “Staff ID,” “First Name,” “Middle Name,” “Last Name,” and a barcode based on the staff ID number.

1. Click Staff in the top navigation bar.
2. Click the Please Select Staff Report drop-down menu above the blue grid header.
3. Select Barcode IDs under the “--- PDF ---” menu section. The “Barcode IDs” report opens.

Accessory Listing Report

This CSV report provides detailed information about accessories issued to staff members. It includes “Staff ID,” “Last Name,” “First Name,” “Middle Name,” “Grade,” “Homeroom,” “Staff Type,” “Status,” “Tag,” “Product Name,” “Accessory Name,” “Issued Date,” “Quantity Issued,” “Quantity Missing,” and “Missing Value.”

1. Click Staff in the top navigation bar.
2. Click the Please Select Staff Report drop-down menu above the blue grid header.
3. Select Accessory Listing under the “--- Excel ---” menu section.
4. If prompted to open or save “StaffAccessoryListing.csv,” click Open. The “Accessory Listing” report opens.

Charge Listing Report

This CSV report provides a list of satisfied and unsatisfied charges for staff members at the selected site. It includes “Staff ID,” “First Name,” “Middle Name,” “Last Name,” “Staff Type,” “Status,” “Grade,” “Homeroom,” “Product,” “Tag,” “Charge Type,” “Description,” “Charge Notes,” “Issue Date,” “Site Name,” “Charge Amount,” “Amount Paid,” “Amount Due,” and “Satisfied Date.”

1. Click Staff in the top navigation bar.
2. Click the Please Select Staff Report drop-down menu above the blue grid header.
3. Select Charge Listing under the “--- Excel ---” menu section. The “Filter Report” window opens.
4. Optional: Filter charges using the “Charge Type” and “Charge Issued” drop-down menus.
5. Click GO.
6. If prompted to open or save “StaffChargeListing.csv,” click Open. The “Charge Listing” report opens.

Inventory Due Date Listing Report

This CSV report provides a list of staff members with overdue items. It includes “Staff ID,” “First Name,” “Middle Name,” “Last Name,” “Staff Type,” “Status,” “Grade,” “Homeroom,” “Phone,” “E-mail,” “Product Name,” “Tag,” “Due Date,” and “Past Due.”

1. Click Staff in the top navigation bar.
2. Click the Please Select Staff Report drop-down menu above the blue grid header.
3. Select Inventory Due Date Listing under the “--- Excel ---” menu section.
4. If prompted to open or save “InventoryDueDateListing.csv,” click Open. The “Staff Inventory Due Date Listing” report opens.

Staff Listing Report

This CSV report provides a staff directory for the current site. It includes “Staff ID,” “First Name,” “Middle Name,” “Last Name,” “Grade,” “Homeroom,” “Staff Type,” “Status,” and “Current Site.”

1. Click Staff in the top navigation bar.
2. Click the Please Select Staff Report drop-down menu above the blue grid header.
3. Select Staff Listing under the “--- Excel ---” menu section.
4. If prompted to open or save “Staff.csv,” click Open. The “Staff Listing” report opens.

Charge Activity Listing Report

This CSV report provides charge activity details for staff members at the current site. It includes “Staff ID,” “Last Name,” “First Name,” “Middle Name,” “Staff Type,” “Status,” “Grade,” “Homeroom,” “Product,” “Tag,” “Charge Type,” “Description,” “Charge Notes,” “Issue Date,” “Site Name,” “Charge Amount,” “Activity Date,” “Activity Type,” “Activity Amount,” “Activity Notes,” “Activity Recorded By,” and “Satisfied Date.”

1. Click Staff in the top navigation bar.
2. Click the Please Select Staff Report drop-down menu above the blue grid header.
3. Select Charge Activity Listing under the “--- Excel ---” menu section.
4. If prompted to open or save “StaffChargeActivityListing.csv,” click Open. The “Charge Activity Listing” report opens.

Staff Inventory Status Report

This CSV report provides a detailed list of items issued to staff members. It includes “Site Name,” “Staff ID,” “Last Name,” “First Name,” “Middle Name,” “Grade,” “Home Room,” “Staff Type,” “Staff Status,” “Product,” “Model,” “Product Type,” “Suggested Price,” “Tag,” “Serial,” “Asset Type,” “Parent Tag,” “Tag Status,” “Status ID,” “Scan Date,” and “Status Notes.”

1. Click Staff in the top navigation bar.
2. Click the Please Select Staff Report drop-down menu above the blue grid header.
3. Select Staff Inventory Status under the “--- Excel ---” menu section. The “Filter Report” window opens.
4. Optional: Filter results using the Staff Status, Tag Status, and Date Range drop-down menus.

5. Selecting Custom Date Range opens additional fields.

   1. Click Open the calendar popup to select the Start Date.
   2. Click Open the time view popup to select the start time.
   3. Click Open the calendar popup to select the End Date.
   4. Click Open the time view popup to select the end time.

   

6. Click GO.
7. If prompted to open or save “StaffInventoryStatus.csv,” click Open. The “Staff Inventory Status” report opens.

Sent Staff Receipts Report

This CSV report provides a list of receipts sent to staff members. It includes “Site ID,” “Site Name,” “Location Type,” “ID,” “Last Name,” “First Name,” “Middle Name,” “Staff Type,” “Grade,” “Homeroom,” “Receipt Type,” “Signed Receipt,” “E-Mail Date,” and “E-Mail.”

1. Click Staff in the top navigation bar.
2. Click the Please Select Staff Report drop-down menu above the blue grid header.
3. Select Sent Staff Receipts under the “--- Excel ---” menu section. The “Sent Staff Receipts Report” window opens.
4. Select the Sent Receipt Date Range from the drop-down menu.
5. Select the Sent Receipt Type from the drop-down menu.
6. Click GO.
7. If prompted to open or save “SentStaffReceiptsReport.csv,” click Open. The “Sent Staff Receipts Report” opens.
8. Click Close to close the “Sent Staff Receipts Report” window.