Transfer Report
Overview:
The Transfer Report lists all Transfers for the desired date range. An example of the report is shown below:
Things to know!
- This report will only be accessible and visible to users who are given access to this report function.
- The Transfer Report will list all transfer activities for a selected date range.
- The report can include approved, unapproved, or unfulfilled transfers.
- If you are logged into a specific site, the report will only include transfer activity for that site. If you are logged into your company then the report will show all activity for all sites.
- The transfer report includes transfer requests and fulfillment information for Packs and Count units. It also includes any comments that were entered.
Report Parameters
To Run a Transfer Report, use the Sidebar to navigate to the Transfers menu option and then select the Transfer Report from the submenu. Upon selection, a Report Parameters screen like the one below will display:
Site Group: The Site Group field will only display if you have set up Site Groups and you are logged in at the Company level.
Site: If you are logged into your company, then you can use the drop-down to select transfer activity for a specific Site.
Specific Transfer Template: If you are entering transfers using a Transfer Template(s) then you can use the drop-down to select to run the report for a specific template.
Specific Transfer Group: If you are entering transfers using an Inventory Group(s) then you can use the drop-down to select to run the report for a specific group.
Begin Date: From the drop-down calendar, select a starting date range.
End Date: From the drop-down calendar, select an ending date range.
Include Approved Transfers: Approved Transfers are finalized transfers meaning the request was fulfilled and the site receiving the fulfillment approved it. Click the box to include approved transfers.
Include Unapproved Transfers: Unapproved Transfers are transfers that have been fulfilled by bit yet approved by the receiving site. Click the box to include unapproved transfers.
Include Unfulfilled Transfers: Unapproved Transfers are transfer requests that have not yet been fulfilled by the site that is receiving the request. Click the box to include unapproved transfers.
Run Report: Once you have selected your report parameters, click the Run Report button to list the report.
Transfer Report:
Selecting to Run the Transfer Report will display a report similar to below: The Status column will include the types of transfers you selected on the parameters to include on the report:
Report Options: For a description of the toolbar provided at the top of the report, please see "Report Options" for help. Report Options link.