Usage Variance - Site Detail Report

Overview:

The Usage Variance - Site Detail Report is for customers with multiple sites that would like to list the usage variance for each site in a side-by-side format. Variances are reported in quantity and as a percent of their category variance. 

Things to know!

  • This report will only be accessible and visible to users who are given access to this report function. 
  • The Usage Variance is reported for each site in a side-by-side (each site is a column) format.
  • This report defaults to print item values by Pack Size. Items can be configured, however, to report by Count Unit for this report. For more information on changing the "Reporting Unit", please see this link: Report Units - FAQs.  

Report Parameters

To Run a Usage Variance - Site Detail Report, navigate to Inventory>Reports>Usage>Usage Variance - Site Detail. Upon selection, a Report Parameters screen like the one below will display:

Inventory Count Type: The drop-down will give you the option to report on Valuation Counts (all items were counted) or All Counts (other counts not entered as a Valuation Count).

Begin Count Date: The drop-down will display dates for inventory counts you have entered. Highlight and select the Begin Count Date.  

End Count Date: The drop-down will display dates for inventory counts you have entered. Highlight and select the End Count Date. 

Inventory Department: If you want to run the report for a specific Inventory Department (an example might be the Food Department), you can use the drop-down to select your desired Department.  

Inventory Category: If you want to run the report for a specific Inventory Category (an example might be White Wines), you can use the drop-down to select your desired Category.

Inventory Item Group: If you want to run the report for a specific Inventory Group (an example might be Dairy), you can use the drop-down to select your desired  Group. 

Variance: You can use the drop-down to select to show the variance quantity or amount.

Run Report: Once you have selected your report parameters, click the Run Report button to list the report.

Usage Variance - Site Detail Report:

Selecting to Run the Report in detail will display a report similar to below:

The above report is showing a usage variance in quantity and as a percent of its inventory category, for each site, and for each item. Each site is totaled in the final column. 

Report Options: For a description of the toolbar provided at the top of the report, please see this link for "Report Options" for help: Report Options link.

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