Transfer Report

Overview:

The Transfer Report lists all recorded Transfers for the desired date range.

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, navigate to Inventory>Reports>Transfers>Transfer Report. 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.