Reporting

Inventory Pro's Reports module offers a variety of reports to help you summarize and interpret the data stored in your system. Each module (Purchasing, Shipping, etc.) provides a number of reports that have already been mentioned in each module's chapter. In addition, the Reports module provides "Today's Checklist," a summary of information about the day's schedule—for example, a list of the inbound appointments for the day.

The final features of Reports—Labels and Lists—allow you to print up any labels you might need from data stored in your lists or simply to print out a list of information. Each report in Inventory Pro has a fixed format—for example, the Items in Stock Report always displays the item ID, location, units, units per item ID, description, serial number, and whether or not an item is on hold. However, the filter and sort capabilities of the module allow you to choose how you want the information arranged and what inventory items you wish to include on the report.

With the exception of labels and lists, any heading you choose under "Reports" will first display a drop down menu of more specific choices. For example, choosing the "Work Order" subheading will then allow you to choose from among the Work Order Summary, the Back Log, and the Work Order Completion Lists organized by detail, by assets, and by item. After you choose a specific report from this list, the sort and filter screen will appear.Using these three sort/filter options does not change the columns on the report itself. You are only changing the data that will appear in the columns.

A print preview is available on all reports. Select the sort and filters needed, then click on the View button. The report will appear on the screen. Clicking on the spot of the report you wish to view will enlarge the report to make it readable. When you are previewing a report, a print bar will appear on the top of your screen near the main Inventory Pro toolbar. This toolbar will allow you to preview the report in a different format or print the document to the printer.

• To print directly to your printer without previewing the report, select the sort and filters needed and then click the "Print" button as shown below.
• To export a report to Microsoft ExcelTM, select the sort and filters needed and then click the "Excel" button as shown below.
• To export a report to Microsoft WordTM, select the sort and filters needed and then click the "Word" button as shown below.
• To export a report to Microsoft NotepadTM, select the sort and filters needed and then click the "Text" button as shown below.
• To export as an HTML page, select the sort and filters needed and then click the "HTML" button as shown below.