Page Comparison

In Inventory Manager, you can build two report types: part usage report and replenishment summary.

The part usage report is designed to show you who, when, and in what quantities used each of your parts; which work order is associated with each part use; from which source location a part was taken; as well as the total amounts of parts used.

The replenishment summary report shows the part quantity that was used and the quantity that is on hand, allowing you to determine if there is a need to re-order parts.

Creating a Report

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to Build a Report

Click Create Report in the upper-right corner of Inventory Manager, and select the report type you need to get:

Part Usage Report
Replenishment Summary

The overlay with filters opens.

Note
When you pick the Starting and Ending dates, Inventory Manager will search for part use records where the Part Use Date falls on the specified time range including the Starting and Ending dates.

Part usage report filters
Replenishment summary filters

Once you’ve set the required filters, click Create.
Information that matches your specified filters appears on the page.

Tip

In case you need to export the report to an Excel file to share it with your colleagues, click Download in the upper-left corner.

To apply other filtering criteria, click Edit Report.

Live Search

spaceKey	SCU
additional	page excerpt
placeholder	Search our Knowledge Base
type	page

Panel

titleColor	#ffffff
titleBGColor	#5fa7d0
borderStyle	groove
title	In this Article

Table of Contents

maxLevel	3
minLevel	2
indent	20px

Panel

titleColor	white
titleBGColor	#75a346
title	Related Articles

Filter by label (Content by label)

showLabels	false
max	8
showSpace	false
sort	title
cql	label = "enhanced-inventory" and space = currentSpace ( )

Versions Compared

Old Version 10

New Version Current

Key

Creating a Report