Transfers by Item Report

Overview:

The Transfers by Item Report prints the transferred Item detail for the selected report parameters.  Parameters enable the report to be run for a selected date range, Sites, and transfer item status (fulfilled, approved, etc.).   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. 
• Report parameters can be utilized to manage the information and the level of detail that are included in this report. 

Report Parameters:

To Run a Transfer By Item Report, use the Sidebar to navigate to the Transfers menu option and then select the Transfer By Item Report from the submenu. Upon selection, a Report Parameters screen like the one below will display:

From Site: If you are logged into your Company (versus a Site), then you can select a "From Site".  Use the drop-down to select the From Site. If you are logged into a Site, then the Site you are logged into will be the From Site.  

To Site: If you want to filter the report to only show item transfers to a specific Site, then use the drop-down to select the To Site. 

Begin Date: Use the drop-down calendar to select a starting date for the date range. 

End Date: Use the drop-down calendar to select an ending date for the date range. 

Inventory Department: If you want to view only one Inventory Department, use the drop-down search to select the Department.

Inventory Category: If you want to view only one Inventory Category, use the drop-down search to select the Category.

Inventory Group: If you want to view only one Inventory Group, use the drop-down search to select the Group. 

Show "To Site" Detail:  The default version of this report does not include the "To Site" name.  Check this box if you want the report to identify the To Site.  

Include Approved Transfers: The default version of this report will include Approved Transfers. Uncheck this box if you do not want the report to include Approved Transfers.   

Include Unapproved Transfers: The default version of this report will include Unapproved Transfers. Uncheck this box if you do not want the report to include Unapproved Transfers.   

Include Unfilled Transfers: The default version of this report will not include Unfilfulled Transfers. Check this box if you want the report to include Unfilled Transfers.   

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

Transfer by Item Report (No From or To Site Selected):

Selecting to Run the Receiving By Item Report without selecting a From or To Site will display item transfer activity for each Site. The "From" (transfers out) activity for each Site will be listed separately. The Category and Department costs are summarized. An example is below:

Transfer by Item Report (From and/or To Site Selected):

Selecting to Run the Receiving By Item Report and selecting a  From and/or a To Site will display item transfer activity for only the Site or Sites selected. Below is an example of selecting Jake's Cafe and Catering as the From Site and Jake's - Alameda as the To Site:

Transfer by Item Report (Include "To Site" Detail Selected):

Checking the box to include the "To Site" Detail will cause the report to include the Site name that the items were transferred to. . Below is an example of selecting Jake's Cafe and Catering as the From Site and checking the box to Include To Site Detail:

Report Options: For a description of the toolbar provided at the top of the report, please click this Report Options link.