Generating Reports

The Reports mechanizm allows you to create different reports from data stored inside the Inventory database. Reports are printer friendly, and can also be exported to a spread-sheet format.

Report List

When clicking the list icon, or when first presented with the reports dialog you'll see a list of reports you can generate. Reports are categorized by type, and the top listbox in the reports list allows you to view reports by a certain type only or the full list.

Hovering over a report in the list will display a tooltip with a short description of what the report does. Clicking the report will generate the report. Note, that while some reports will immediately present you with results (actuall report data), others may first display a dialog requesting initial information and then leading to a segmented report that can be tailored to show only part of the data - per your specifications.

Viewing a Report

Once a report is generated, you have more options exposed to you (most options described here are common to most reports, but some may not implement them). First you may notice that "End Reports" (those displaying data, as opposed to dialogs requesting information), will also display additional icons on top of the toolbar:

• The print icon allows you to print the currently displayed report (supporting search limitations and sorting). When clicking this icon, a popup window will display where a printer-friendly version of the report will appear. Click the "Print" icon in the top right region of the popup to print the report. Note, that this popup window also displays the browser's top menu, so you can use the 'Print Preview' functionality to review the report before finally printing it.
• Export to Spread-Sheet icon allows you to save the current report as a spreadsheet page (compatible with Microsot Execl progarm). Click this icon, and you'll be prompted to download the report in xls format.
• Save Report icon this option allows you to save the current report for later use. The current view of the report (including search parameter, and sorting options) will be stored for your personal use. You'll be prompted to provide a short name for the saved report, and to specify if you wish the report to open in the main window (like regular reports), or in a popup window. - and once the save process is finished you can see your saved reports listed as report icons in the navigation bar (just above the logout button). This options allows you to quickly launch reports from the navigation bar and reference the data within.
  More information about editing your saved reports can be found in the User Profile section.

When tabular reports are displayed, they will not be paged (like list views in regular screens), but they do support column ordering allowing you to sort the report by clicking the desired column; First click will sort the by that column in ascending order, and an additional click will sort in a descending order. Additional clicks will reverse the previous sort order.

Generating Reports