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titleOverview

Standard inventory reports include reports that directly relate with inventory such as items, costs, issuing details, receiving details, and transfers. Reports require you to establish criteria in order to obtain the report results you are seeking.

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Cost of Food and SuppliesOrder/Receiving Discrepancy Summary
Cost of Food Used by Meal and DayPerpetual Inventory
Food, Supply, and Donated Inventory On HandPhysical Inventory Correction
Food, Supply, and Donated Inventory SummaryPhysical Inventory Progress
Inventory HistoryProduct Expiration
Inventory On HandReceive Item List
Invoice SummaryReceiving Details
Issuing DetailTransfer Issue/Receive Discrepancies
On Hand and Encumbered InventoryTransfer Order/Issue Discrepancies
On Hand and Encumbered Inventory Encumbrance DetailsTransfer Ticket
Order/Receiving DiscrepanciesTransfer-Out Summary


From the Reports tab, select Inventory Reports. Then, select the appropriate report you wish to create. You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.

Note

All Inventory Reports now have the ability to "Run for each school in the school filter." This allows the report to be run separately for each school while grouping the entire District together in one file for ease of printing and distribution.


Info
titleFilter by Item - Report Criteria Enhancements (Edison 5.1)

Updates to the Filter by Item report criteria have been made to support selecting multiple items when filtering for a Specific Item and the ability to filter by Brand.

Specific Item:

  1. In the criteria screen, select Filter by Item: Specific Item.
  2. Click the ellipsis icon.
  3. Use the Search field to locate one or more items.
  4. Place checkmark in the box for the appropriate items. Then, click Ok.
  5. Note that the number of items selected is noted in the Specific Item field. Click Ok once you have established all report criteria.

The following Inventory Reports have been updated with these features:

  • Food, Supply, and Donated Inventory On Hand
  • Food, Supply, and Donated Receiving Summary
  • Inventory History
  • Inventory On Hand
  • Issuing Detail
  • On Hand and Encumbered Inventory
  • On Hand and Encumbered Inventory Encumbrance Details
  • Perpetual Inventory
  • Physical Inventory Corrections
  • Product Expiration
  • Receive Item List
  • Transfer Out Summary


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Cost of Food
Cost of Food
Cost of Food and Supplies

The Cost of Food and Supplies reports the Cost of Food and Supplies and Cost of Supplies Used.

  1. From the Inventory Reports option, select Cost of Food and Supplies.
  2. Establish report criteria. Then, click Ok.





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Cost of Food Meal Day
Cost of Food Meal Day
Cost of Food Used by Meal and Day

  1. From the Inventory Reports option, select Cost of Food and Supplies.
  2. Establish report criteria. Then, click Ok.


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FSDIOH
FSDIOH
Food, Supply, and Donated Inventory On Hand

  1. From the Inventory Reports option, select Food, Supply, and Donated Inventory On Hand.
  2. Establish report criteria. Then, click Ok.

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FSDIS
FSDIS
Food, Supply, and Donated Receiving Summary

  1. From the Inventory Reports option, select Food, Supply, and Donated Receiving Summary.
  2. Establish report criteria. Then, click Ok.

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Inventory History
Inventory History
Inventory History

  1. From the Inventory Reports option, select Inventory History.
  2. Establish report criteria. Then, click Ok.



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Inventory On Hand
Inventory On Hand
Inventory On Hand

  1. From the Inventory Reports option, select Inventory On Hand.
  2. Establish report criteria. Then, click Ok.


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Invoice Summary
Invoice Summary
Invoice Summary

  1. From the Inventory Reports option, select Invoice Summary.
  2. Establish report criteria. Then, click Ok.


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Issuing Detail
Issuing Detail
Issuing Detail

  1. From the Inventory Reports option, select Issuing Detail.
  2. Establish report criteria. Then, click Ok.

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OnHandEncumbered
OnHandEncumbered
On Hand and Encumbered Inventory

  1. From the Inventory Reports option, select On Hand and Encumbered Inventory.
  2. Establish report criteria. Then, click Ok.

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OHEID
OHEID
On Hand and Encumbered Inventory Encumbrance Details

  1. From the Inventory Reports option, select On Hand and Encumbered Inventory Encumbrance Details.
  2. Establish report criteria. Then, click Ok.

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Order Receive Discrepancies
Order Receive Discrepancies
Order/Receiving Discrepancies

  1. From the Inventory Reports option, select Order/Receiving Discrepancies.
  2. Establish report criteria. Then, click Ok.


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Order Receive Disc Summary
Order Receive Disc Summary
Order/Receiving Discrepancy Summary

  1. From the Inventory Reports option, select Order/Receiving Discrepancies.
  2. Establish report criteria. Then, click Ok.

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Perpetual
Perpetual
Perpetual Inventory

  1. From the Inventory Reports option, select Perpetual Inventory.
  2. Establish report criteria. Then, click Ok.



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PhysicalCorrection
PhysicalCorrection
Physical Inventory Correction

  1. From the Inventory Reports option, select Physical Inventory Correction.
  2. Establish report criteria. Then, click Ok.



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PIP
PIP
Physical Inventory Progress

  1. From the Inventory Reports option, select Physical Inventory Progress.
  2. Establish report criteria. Then, click Ok.

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Product Exp
Product Exp
Product Expiration

  1. From the Inventory Reports option, select Product Expiration.
  2. Establish report criteria. Then, click Ok.

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Receive List
Receive List
Receive Item List

  1. From the Inventory Reports option, select Receive Item List.
  2. Establish report criteria. Then, click Ok.


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Receiving Details
Receiving Details
Receiving Details

  1. From the Inventory Reports option, select Receiving Details.
  2. Establish report criteria. Then, click Ok.


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Transfer Issue
Transfer Issue
Transfer Issue/Receive Discrepancies

  1. From the Inventory Reports option, select Transfer Issue/Receive Discrepancies.
  2. Establish report criteria. Then, click Ok.

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Transfer Order
Transfer Order
Transfer Order/Issue Discrepancies

  1. From the Inventory Reports option, select Transfer Order/Issue Discrepancies.
  2. Establish report criteria. Then, click Ok.

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Transfer Ticket
Transfer Ticket
Transfer Ticket

  1. From the Inventory Reports option, select Transfer Ticket.
  2. Establish report criteria. Then, click Ok.



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TransferOut
TransferOut
Transfer-Out Summary

  1. From the Inventory Reports option, select Transfer-Out Summary.
  2. Establish report criteria. Then, click Ok.



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