Reports
- Anastasia Troichuk (Unlicensed)
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
- 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.
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
- Part usage report filters
- Once you’ve set the required filters, click Create.
- Information that matches your specified filters appears on the page.
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.
