Creating a Report to See Student Inventory

When preparing for end-of-year processes, you may need an accurate list of which students have issued inventory. This guide explains how to generate a “Student Inventory Status” report in Asset Management so you can review student inventory by site, grade, homeroom, or other filtered student data.

In Site View, you can filter the “Student” grid and then run the “Student Inventory Status” report. This report exports a list of students, the items issued to them, and the details for those items.

Export a Student Inventory Status Report

1. In Site View, open the “Student” grid.
2. Apply filters to return the student records you want to include in the report, such as a specific Homeroom or Grade Level.
3. In the “Student Report” drop-down menu, select Student Inventory Status.
4. Select the inventory “Status” to include in the report.
5. Optional: Select a Date Range.
6. Export the report in CSV format. You can open the exported file in a spreadsheet application.