The Transaction Report is very similar to the Transaction Log that is generated by selecting a specific item from the Catalog Report, which provides a larger picture of warehouse inventory activity. The main difference is that multiple Items, Facilities/Pools, or Transaction Dates can be set, providing an overview of the influx and release of multiple inventory items.
1. From the Warehouse menu, click Transaction Report.
2. Select the Transaction Type from the pull-down.
3. Select the Item from the pull-down.
4. Select the Item Facility/Pool from the pull-down.
5. Select the PO Delivery Facility from the pull-down.
6. Select the Warehouse Type from the pull-down.
7. Enter the Transaction Dates to pull warehouse transaction data during a specific time frame.
8. Enter a PO # in the text field to filter the report by specific purchase orders.
9. Click Run Report.
The report displays the Date, Item, Transaction Type, WH Type, Source, Adjustment Type, Requisition #, PO #, Request Name, Requester, Vendor, PO Delivery Facility, Pool/Maintenance Request Facility, Work Order #, Technician, Incoming, Allocated, Committed, Encumbered, Expended, Completed, Price, Transaction Unit Cost, and New Unit Price.
You have the ability to save your report before or after running the report.
a. Click the floppy disk Save icon to name and save your report.
b. You can also click the Trash Can icon to delete saved reports.
c. To edit a Report Name after saving, select the report, then click the Blue Arrow next to the Trash Can.
d. In order to generate a saved report, from the Transaction Report screen, select the saved report from the pull-down.
Click Toggle Columns to customize the report and determine which columns should be displayed. To hide a column from the report, clear the selected check box. To include the column, select the check box.
To navigate through the listed pages, click the Prev and Next buttons. To jump to a specific numbered page, type the number in the page text box and press Enter.
Click the Excel icon in the Export section to download the report as an Excel spreadsheet.
Click the Printer icon in the Export section to print the report.
Click Filters to further breakdown the report.
a. To add more than one filter to a column, click the green plus sign.
b. To delete an additional filter, click the red minus sign.
c. For additional filtering options, click the gray arrow for a filter pull-down.
See Filters for more information.