Creating and Printing Custom Inventory Reports

1. Open the Reports & Statements window. For more information on opening this window, go to Opening the Reports & Statements Window.
2. Click the Custom tab.
3. Select Inventory Custom Reports from the Report Name list.
4. Click Open.

   The Custom Inventory Reports window opens.

5. To open previously saved report settings, go to Loading Saved Custom Report Settings, and then skip to step 15.
6. Select a report from the Report Type drop-down menu.
   • Frame Stock Status. Lists the status of frames, plano sunglasses, and ready readers by location, manufacturer, and designer.
   • Inventory Valuation. Lists the valuation of inventory by financial group. Valuations account for on-hand and in-transit inventory.
   • Location Inventory. Lists all products by location, including on-hand, stocking level, and minimum order quantity.
   • Order Recommendation. Lists recommended product orders based on stocking level, reorder point, reorder quantity, quantity on order, and quantity committed. Use this report to order inventory.
   • Stock Status. Lists the status of all products by location, manufacturer, and designer or series.
7. Select the level of inventory totals that you want to display in the report from the Report Detail drop-down menu.
8. Narrow the search results to specific types of inventory, as needed:
   1. Click the Report Options tab.
   2. Select or deselect the Quantity Options and Product Status and Consignment check boxes.
9. Narrow the report display results to specific information, as needed:
   1. Click the Report Columns tab.
   2. Select or deselect the Product ID, Valuation Info, Ordering Info, and Other Columns check boxes.
10. Refine the report results by selecting the product types, financial groups, or production groups you want to include, as needed:
    1. Click the Product Types tab.
    2. Select the Product Types, Financial Groups, or Production Groups radio button to narrow the report results by product type, financial group, or production group.
    3. Select only the product types that you want to include in the report in the Selected box.

    4. To select more than one group, press and hold the Ctrl key and then select multiple groups.

    5. Click the single left arrow (<) to move a group to the Available box, and therefore, exclude the group from the report.
    6. Click one of the double arrows (<< or >>) to move all the groups from one box to another.

       

11. Refine the report results by selecting the manufacturers you want to include, as needed:
    1. Click the Manufacturers tab.
    2. Select either the Manufacturers or Vendors radio button to narrow the report results by manufacturer or vendor.
    3. Select only the manufacturers or vendors that you want to include in the report in the Selected box.

       To select more than one manufacturer or vendor, press and hold the Ctrl key and then select multiple manufacturers or vendors.

    4. Click the single left arrow (<) to move a manufacturer or vendor to the Available box, and therefore, exclude the manufacturer or vendor from the report.
    5. Click one of the double arrows (<< or >>) to move all the manufacturers or vendors from one box to another.
12. Refine the report results by selecting the regions you want to include, as needed:
    1. Click the Regions tab.
    2. Select only the regions that you want to include in the report in the Selected box.

       To select more than one region, press and hold the Ctrl key and then select multiple regions.

    3. Click the single left arrow (<) to move a region to the Available box, and therefore, exclude the region from the report.
    4. Click one of the double arrows (<< or >>) to move all the regions from one box to another.
13. Refine the report results by selecting the locations you want to include, as needed:
    1. Click the Locations tab.
    2. Select only the locations that you want to include in the report in the Selected box.

       To select more than one location, press and hold the Ctrl key and then select multiple locations.

    3. Click the single left arrow (<) to move a location to the Available box, and therefore, exclude the location from the report.
    4. Click one of the double arrows (<< or >>) to move all the locations from one box to another.
14. Select the Report Grouping check boxes to sort the report results into groups, as needed. You can select any number of the check boxes that are available. Not all check boxes are available for all reports.
15. If you want to save the report settings for future use, go to Saving Custom Report Settings.
16. To print the report, chart, or graph, perform the following steps:
    1. Select the Printer check box.
    2. Select a printer from the drop-down menu.
    3. Click Process.

       The Report Viewer window opens and displays a preview of the report, chart, or graph.

    4. Click the Print Report icon.
    5. Close the Report Viewer window when finished.

       For more information about the Report Viewer window, go to Using the Report Viewer Window.

17. To export the data into a CSV file, perform the following steps:
    1. Select the CSV File check box.
    2. Type a folder location in the Folder text box.
    3. Type a name for the file in the File Name text box.
    4. Click Process.
    5. Click View File to view the data in the CSV format.