Inventory Reports
- Robin Rodrigue
- Nora Kinal
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.
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.
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.
Filter 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:
- In the criteria screen, select Filter by Item: Specific Item.
- Click the ellipsis icon.
- Use the Search field to locate one or more items.
- Place checkmark in the box for the appropriate items. Then, click Ok.
- 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
Cost of Food and Supplies
The Cost of Food and Supplies reports the Cost of Food and Supplies and Cost of Supplies Used.
- From the Inventory Reports option, select Cost of Food and Supplies.
- Establish report criteria. Then, click Ok.
Filter by Site - Select a Specific Site, By Category, Named Site Filter by using the magnifier icon or drop-down menu to locate the correct choice. You may also select All Sites.
Date Range (inclusive) - Use the calendar tool to select a From and to date range.
Options - Select one or more detail options to include in the report.
Purchase Value Method - Select a purchase value method for the report.
Summary Mode - Select a summary method for the report.
Run for each site in the site filter - The report will be run separately for each site while grouping the entire District into one printable file.
Cost of Food Used by Meal and Day
- From the Inventory Reports option, select Cost of Food and Supplies.
- Establish report criteria. Then, click Ok.
Filter by Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Date Range (inclusive) - Use the calendar tool to select a From and to date range to include in the report.
Options - Select one or more options to include in the report.
Food, Supply, and Donated Inventory On Hand
- From the Inventory Reports option, select Food, Supply, and Donated Inventory On Hand.
- Establish report criteria. Then, click Ok.
Report Inventory As-Of Date - Use the calendar tool to select an As-Of Date.
Filter by Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using use the magnifier icon or the drop-down menu to locate the correct choice.
Group Records By - You may choose to group records and apply pagebreaks between record groupings by using the drop-down menu and selecting options.
Filter by Item - Select how you would like to filter items for the report.
Specific Item - Click the ellipsis icon and search tool.
Specific Catalog Number - Click the ellipsis icon and search tool.
Item Storage Category - Use the drop-down menu to select a category. (supplies, frozen, etc.).
Item Usage Type - Use the drop-down menu to select a usage type (condiment, food, etc.).
Ordering Category - Use the drop-down menu to select an ordering category (bread, produce, etc.).
By Other Category - Use the drop-down menu to select additional categories and subcategories (USDA: USDA Produce, Paper: Non-taxed).
All Items - Select to include inventory of all items.
Options - Select one or more options to include in the report.
Include Zero Quantities - Select this option if you would like to include items with zero quantities.
Enable Row Highlighting - Highlights alternating rows for enhanced readability.
Run for each site in the site filter - The report will run separately for each site while grouping the entire District into one printable file.
Food, Supply, and Donated Receiving Summary
- From the Inventory Reports option, select Food, Supply, and Donated Receiving Summary.
- Establish report criteria. Then, click Ok.
Report Received Date Range - Use the calendar tool to select a From and to date range.
Filter by Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using use the magnifier icon or the drop-down menu to locate the correct choice.
Filter by Item - Select how you would like to filter items for the report.
Specific Item - Click the ellipsis icon and search tool.
Specific Catalog Number - Click the ellipsis icon and search tool.
Item Storage Category - Use the drop-down menu to select a category. (supplies, frozen, etc.).
Item Usage Type - Use the drop-down menu to select a usage type (condiment, food, etc.).
Ordering Category - Use the drop-down menu to select an ordering category (bread, produce, etc.).
By Other Category - Use the drop-down menu to select additional categories and subcategories (USDA: USDA Produce, Paper: Non-taxed).
All Items - Select to include inventory of all items.
Purchase Value Method - Select a purchase value for the report.
Run for each site in the site filter - The report will run separately for each site while grouping the entire District into one printable file.
Inventory History
- From the Inventory Reports option, select Inventory History.
- Establish report criteria. Then, click Ok.
Inventory at site - Select a Specific Site, By Category, Named Site Filter or All Sites by using the magnifier icon to locate the correct choice.
Filter by Item - Select how you would like to filter items for the report.
Specific Item - Click the ellipsis icon and search tool.
Specific Catalog Number - Click the ellipsis icon and search tool.
Item Storage Category - Use the drop-down menu to select a category (supplies, frozen, etc.).
Item Usage Type - Use the drop-down menu to select a usage type (condiment, food, etc.).
Ordering Category - Use the drop-down menu to select an ordering category (bread, produce, etc.).
By Other Category - Use the drop-down menu to select additional categories and subcategories (USDA: USDA Produce, Paper: Non-taxed).
All Items - Select to include inventory of all items.
By default, Include Inactive Items and Include Active Items are selected.
Date Range (inclusive) - Use the calendar tool to select a From and to date range.
Options - Include inventory tags with no quantity remaining - Select this option if you would like to include history of an item in which no remaining quantities are in stock.
Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Inventory On Hand
- From the Inventory Reports option, select Inventory On Hand.
- Establish report criteria. Then, click Ok.
Report Inventory As-Of Date - Use the calendar tool to select an As-Of date.
Filter by Site - Select a Specific Site, By Category, or All Sites by using the magnifier icon to locate the correct choice.
Filter by Inventory Tag - Select how you would like to filter items for the report.
Item Filter - Click the ellipsis icon to open the "Inventory Tag Filter" screen. Then select Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category (User-defined Item Categories/subcategories), or All Items.
By default, Include Inactive Items and Include Active Items are selected.
Donation Source - Use the drop-down to select one or more donation source types.
By default, all types are selected.
Other Filters - Click the ellipsis icon to open the "Inventory Tag Filter" screen. Then select Originating at Site, Has Activity at Site, Expiring On or Before, or Expiring On or After criteria.
By default, Include Leftovers and Include Non-Leftovers are selected.
Group Records By - You may choose to group records and apply pagebreaks between record groupings by using the drop-down menu and selecting options.
Options - Select one or more options to include in the report.
Run for each site in the filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Invoice Summary
- From the Inventory Reports option, select Invoice Summary.
- Establish report criteria. Then, click Ok.
Received at Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
Received From Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
Date Received - Use the calendar tool to select a From and to date range.
Group By - Choose to group the report by the To Site or the From Site.
Issuing Detail
- From the Inventory Reports option, select Issuing Detail.
- Establish report criteria. Then, click Ok.
Received in Date Range - Use the calendar tool to select a From and to date range.
Filter by Inventory Tag - Select how you would like to filter items for the report.
Issued By - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Issued To - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Item Filter - Click the ellipsis icon to open the "Inventory Tag Filter" screen. Then select Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category (User-defined Item Categories/subcategories), or All Items.
By default, Include Inactive Items and Include Active Items are selected.
Donation Source - Use the drop-down to select one or more donation source types.
By default, all types are selected.
Other Filters - Click the ellipsis icon to open the "Inventory Tag Filter" screen. Then select Originating at Site, Has Activity at Site, Expiring On or Before, or Expiring On or After criteria.
By default, Include Leftovers and Include Non-Leftovers are selected.
Run for each site in the filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
On Hand and Encumbered Inventory
- From the Inventory Reports option, select On Hand and Encumbered Inventory.
- Establish report criteria. Then, click Ok.
Filter by Site - Select a Specific Site, By Category, or All Sites by using the magnifier icon to locate the correct choice.
Filter by Item - Select how you would like to filter items for the report.
Specific Item - Click the ellipsis icon and search tool.
Specific Catalog Number - Click the ellipsis icon and search tool.
Item Storage Category - Use the drop-down menu to select a category (supplies, frozen, etc.).
Item Usage Type - Use the drop-down menu to select a usage type (condiment, food, etc.).
Ordering Category - Use the drop-down menu to select an ordering category (bread, produce, etc.).
By Other Category - Use the drop-down menu to select additional categories and subcategories (USDA: USDA Produce, Paper: Non-taxed).
Show encumbrances from orders to be filled in range - Use the calendar tools to select a From and to date range.
Options - Select one or more options to include in the report.
Order to Consider - Select which type of orders to consider.
Report Layout - Use the drop-down menu to select the report layout.
Run for each site in the filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
On Hand and Encumbered Inventory Encumbrance Details
- From the Inventory Reports option, select On Hand and Encumbered Inventory Encumbrance Details.
- Establish report criteria. Then, click Ok.
Filter by Site - Select a Specific Site, By Category, or All Sites by using the magnifier icon to locate the correct choice.
Filter by Item - Select how you would like to filter items for the report.
Specific Item - Click the ellipsis icon and search tool.
Specific Catalog Number - Click the ellipsis icon and search tool.
Item Storage Category - Use the drop-down menu to select a category (supplies, frozen, etc.).
Item Usage Type - Use the drop-down menu to select a usage type (condiment, food, etc.).
Ordering Category - Use the drop-down menu to select an ordering category (bread, produce, etc.).
By Other Category - Use the drop-down menu to select additional categories and subcategories (USDA: USDA Produce, Paper: Non-taxed).
Show encumbrances from orders to be filled in range - Use the calendar tools to select a From and to date range.
Order to Consider - Select which type of orders to consider.
Run for each site in the filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Order/Receiving Discrepancies
- From the Inventory Reports option, select Order/Receiving Discrepancies.
- Establish report criteria. Then, click Ok.
Received By - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
Received From (Vendor) - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
Order Delivery Date - Use the calendar tools to select a From and to date range.
Discrepancies to Include - Select one or more discrepancies to include in the report.
Options - Include Orders that have not been Received - Select this option if you would like to include orders pending receiving.
Run for each site in the filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Order/Receiving Discrepancy Summary
- From the Inventory Reports option, select Order/Receiving Discrepancies.
- Establish report criteria. Then, click Ok.
Received By - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
Received From (Vendor) - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
Order Delivery Date - Use the calendar tools to select a From and to date range.
Discrepancies to Include - Select one or more discrepancies to include in the report.
Options - Include Orders that have not been Received - Select this option if you would like to include orders pending receiving.
Perpetual Inventory
- From the Inventory Reports option, select Perpetual Inventory.
- Establish report criteria. Then, click Ok.
Filter by Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
Date Range (inclusive) - Use the calendar tool to select a From and to date range.
Filter by Inventory Tag - Select how you would like to filter inventory tags for the report.
Item Filter - Click the ellipsis icon to open the Item Filter window and establish criteria (Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, Include Inactive Items, Include Active Items).
Donation Source - Use the drop-down menu to select one or more donation sources. By default, all sources are selected.
Other Filters - Click the ellipsis icon to open the Inventory Tag Filter window and establish criteria (Originating at Site, Has Activity at Site, Expiring On or Before, Expiring On or After, Include Leftovers, Include Non- Leftovers).
Options - Group by Site - Select this option if you would like to have items grouped by site.
Split Items by - Select if you would like to split items by Item, Inventory Tag, Inventory Tag if Donated, or Lot Number if Donated.
Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Physical Inventory Correction
- From the Inventory Reports option, select Physical Inventory Correction.
- Establish report criteria. Then, click Ok.
Inventory Period - Use the drop-down menu to select a specific inventory period.
Inventory at Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
Item Filter - Select how you would like to filter items for the report.
Specific Item - Click the ellipsis icon and search tool.
Specific Catalog Number - Click the ellipsis icon and search tool.
Item Storage Category - Use the drop-down menu to select a category (supplies, frozen, etc.).
Item Usage Type - Use the drop-down menu to select a usage type (condiment, food, etc.).
Ordering Category - Use the drop-down menu to select an ordering category (bread, produce, etc.).
By Other Category - Use the drop-down menu to select additional categories and subcategories (USDA: USDA Produce, Paper: Non-taxed).
All Items - Select to include an inventory of all items.
Options - Select one or more options to include in the report.
Group Records By - Choose to group records and apply page breaks between record groupings by using the drop-down menu and selecting options.
Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Physical Inventory Progress
- From the Inventory Reports option, select Physical Inventory Progress.
- Establish report criteria. Then, click Ok.
Filter by Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
Inventory Period - Use the drop-down menu to select a specific inventory period.
Sort By - Select how you would like to sort report details.
Site - Click to list sites in alphabetical order.
Percent Done (Ascending) - Click to list sites from zero to 100 percent.
Percent Done (Descending) - Click to list sites from 100 percent to zero percent.
Options - Select one or more options to include in the report by placing a checkmark in the appropriate box.
Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Product Expiration
- From the Inventory Reports option, select Product Expiration.
- Establish report criteria. Then, click Ok.
Filter by Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
Expiration Date - Use the calendar tool to select an expiration date.
Filter by Item - Select how you would like to filter items for the report.
Specific Item - Click the ellipsis icon and search tool.
Specific Catalog Number - Click the ellipsis icon and search tool.
Item Storage Category - Use the drop-down menu to select a category (supplies, frozen, etc.).
Item Usage Type - Use the drop-down menu to select a usage type (condiment, food, etc.).
Ordering Category - Use the drop-down menu to select an ordering category (bread, produce, etc.).
By Other Category - Use the drop-down menu to select additional categories and subcategories (USDA: USDA Produce, Paper: Non-taxed).
All Items - Select to include an inventory of all items.
Options - Select one or more options to include in the report.
Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Receive Item List
- From the Inventory Reports option, select Receive Item List.
- Establish report criteria. Then, click Ok.
Received at Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Received From Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Date Received - Use the calendar tools to select a From and to date range.
Filter by Item - Select how you would like to filter items for the report.
Specific Item - Click the ellipsis icon and search tool.
Specific Catalog Number - Click the ellipsis icon and search tool.
Item Storage Category - Use the drop-down menu to select a category (supplies, frozen, etc.).
Item Usage Type - Use the drop-down menu to select a usage type (condiment, food, etc.).
Ordering Category - Use the drop-down menu to select an ordering category (bread, produce, etc.).
By Other Category - Use the drop-down menu to select additional categories and subcategories (USDA: USDA Produce, Paper: Non-taxed).
All Items - Select to include an inventory of all items.
Receiving Details
- From the Inventory Reports option, select Receiving Details.
- Establish report criteria. Then, click Ok.
Received in Date Range - Use the calendar tool to select a From and to date range.
To Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
From Site - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or the drop-down menu to locate the correct choice.
Report Layout - Use the drop-down to select a report layout.
Include Images - Select an image option. Included images are typically delivery tickets from the vendor attached to a receiving record.
Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
Transfer Issue/Receive Discrepancies
- From the Inventory Reports option, select Transfer Issue/Receive Discrepancies.
- Establish report criteria. Then, click Ok.
Received in Date Range - Use the calendar tools to select a From and to date range.
Issued By - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
Issued To - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
Options - Click to list Discrepancies Only.
Run for each site in the site filter - The report will be run separately for each school while grouping the entire District into one printable report.
Transfer Order/Issue Discrepancies
- From the Inventory Reports option, select Transfer Order/Issue Discrepancies.
- Establish report criteria. Then, click Ok.
Received in Date Range - Use the calendar tools to select a From and to date range to include in the report.
Issued By - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Issued To - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Options - Click to list Discrepancies Only.
Run for each site in the site filter - The report will be run separately for each school while grouping the entire District into one printable report.
Transfer Ticket
- From the Inventory Reports option, select Transfer Ticket.
- Establish report criteria. Then, click Ok.
Received in Date Range - Use the calendar tool to select a From and to date range.
Run for each site in the site filter - The report will be run separately for each school while grouping the entire District into one printable report.
Issued By - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Issued To - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Report Layout - Use the drop-down menu to select a different report layout if applicable.
Transfer-Out Summary
- From the Inventory Reports option, select Transfer-Out Summary.
- Establish report criteria. Then, click Ok.
Transferred in Data Range - Use the calendar tools to select a From and to date range.
Transferred By - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Transferred To - Select a Specific Site, By Category, Named Site Filter, or All Sites by using the magnifier icon to locate the correct choice.
Filter by Item - Select how you would like to filter items for the report.
Specific Item - Click the ellipsis icon and use the search tool to select one or more items.
Specific Catalog Number - Click the ellipsis icon and search tool.
Item Storage Category - Use the drop-down menu to select a category (supplies, frozen, etc.).
Ordering Category - Use the drop-down menu to select an ordering category(bread, produce, etc.).
By Other Category - Use the drop-down menu to select additional categories and subcategories (USDA: USDA Produce, Paper: Non-taxed).
All Items - Select to include an inventory of all items.
Group Records By - You may choose to group records and apply page breaks between record groupings by using the drop-down menu and selecting options.
Detail Level - Use the drop-down menu to select the level to show details.
Run for each site in the site filter - The report will be run separately for each school while grouping the entire District into one printable report.
