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invent!ory ULTRA 2013 Help

Reports

You can view/print over 100 reports of your current data by clicking Main Menu | Reports | Current Database.

For Archived data, choose Main Menu | Reports | Archive Database.

Universal Report Window

All reports use the same general approach to select the desired class of reports from the Tab Section at the top of the screen . The default tab is “Supplies” (below) but just click on whichever tab you desire to see the reports it offers.

Tab Section

These ten tabs cover the classes of data you may view/print as reports. Each tab offers a number of report options including prefiltered reports that each perform a special task. Reorder reports, Usage-By-Department reports, Today’s transactions reports, Stale Item reports are examples of these prefiltered reports.

Report Format Section

When you click on a new tab, a new set of report options appear in the Report Format window (below).

Here are the Standard reports available under the Supplies tab. Standard reports are preprogrammed by KSI to achieve a certain task.

Note: Certain custom reports are available in the right-hand window. To select a custom report, click the “Custom” option button at the top. If “standard” option button is clicked, the custom reports are greyed out.

scl6 Sort Order Section

There are two levels of sorting available for a report - Sort 1 and Sort 2.

Sort 1 is what is call the Primary Sort key, which is also the key which is used for specifying a Scope min/max range for "filtering" a subset of records.

Sort 2 is a subsort within the Primary Sort Key.

For example, if you set Sort 1 = Catalog Group, then you might want to set Sort 2 = Item Name so that the each catalog group in the report is shown in alphabetical order.

Ascending/Descending options buttons. These option buttons set the listing order for each sort parameter.

For example, you may want the report records to appear in Ascending Catalog Group number order but in Descending Avg Unit Cost order to show the most expensive items first within each catalog group.

Note: In certain report formats, Sort 1 may be preset and "greyed out" so you cannot change it. This has to do with the mechanics of generating certain report such as the Usage By Dept report, in which the default sort 1 field must be "Department".

Scope Section

The Scope of a report refers to whether you want All the records in the database to appear in the report or just a certain subset of records.

Range of Items Option button. If you want a subset of records, then click the "Range of Items" option button in the Scope section. The range will be chosen from the field selected by Sort 1.

Lot Size is the selected Sort1 field. Notice that the Min and Max text boxes will "ungrey" and allow you to enter the range values. The Supply Report will consist of all records with EACH as its Lot Size.

In another example, here (left) we are limiting the report’s scope to all supply items with an Avg Unit Cost of between $0 and $100 dollars.

Note that the Sort 1 variable "AVG UNIT COST" is shown next the Min and Max labels in the Scope section to remind you that you are filtering on Sort 1.

Note: If we wanted all items with $0 Avg Cost, then we set both the Min and Max values to 0.

Print Preview Window

The Print Preview window lets you see the report on the screen EXACTLY as it will appear when printed.

It also lets you send the report to a file for later printing or as an email attachment (you must save in Rich Text format in the email dialogue) from the Print Preview window for the email attachment.

Here (below), we have printed out Omnibus Report filtered on the min/max range of $0 to $100 dollars for Avg Unit Cost example from the previous page.