docs.cissltd.com

Inventory Pro

Trace: Reporting

Reporting

Reporting

Inventory Pro's Reporting System contains a comprehensive set of reports that allows you to query almost every aspect of the system. You can view the report on screen, print it, or download it as a Microsoft Excel® (.csv) file. All reports allow you to customize the selection of parameters to generate a report specific to your needs. We can also build specialized reports to suit your specific needs.

Core Reporting Modules

Inventory Valuation

Order Processing

Core Reports

Landed Cost

Reports → Inventory → Landed Cost

The Landed Cost report provides the detailed landed cost calculation information for each shipment and its profit/loss margins.

Point in Time Valuation

Reports → Inventory → Point in Time Valuation

The Point in Time Valuation report allows valuation calculations to be made using values from the most recent valuation date compared to value upon arrival.

Inventory Rollback

Reports → Inventory → Inventory Rollback

The Inventory Rollback report provides a snapshot of your inventory as of the date indicated on the report, allowing you to report accurately the value of your inventory for year-end financial and tax purposes.

Inventory Allocation

Reports → Inventory → Inventory Allocation

The Inventory Allocation report helps strategically track inventory levels throughout the system.

Audit Trail

Reports → Inventory → Audit Trail

The Audit Trail report is a date and time-stamped, sequential record of the historic details around a transaction in the system.

Reporting Features

Searching

Each report is equipped with a search bar and a column filter in the upper left corner of the report page. This allows users to search any combination of characters and specific columns for relevant information.

Sorting

Each column allows for sorting from ascending to descending order by clicking the column header. This is indicated by an arrow that will appear on the column header.

Permissions

Inventory Pro allows for special permissions not only to different modules of the system but to the reports as well. Limit access to certain groups for different reports.

Filtering

Along with the search bar, there are several ways to filter information on reports. All reports along with a search bar can have additional filters applied to them via the filter link located near the top of each report. Some reports also have additional lookups and date selects to filter information depending on the report.

Navigating around a report is done primarily through the previous and next buttons located at the bottom of each report. The page select can also be used if users know what page the information they're looking for is located around for more populated systems.

Editing Reports

Outside of completely customized reports, Inventory Pro allows for minor edits to its reports as well. Allowing information to be hidden or shown depending on the need of each clientele. These changes are typically applied by CISS

Standard Reporting

The standard reports in Inventory Pro help navigate the typical requirements of an inventory system (Inventory Cataloging, Purchase Orders, Shipping Orders, Return Orders, Audit Trails, Users Reports, Employee Reports, Etc.)

Custom Reporting

Inventory Pro also offers custom reporting to best suit the needs of our clients outside the scope of a typical inventory system. Examples of such reports being used by live clients include metadata collection/management reporting and employee/user request form application and approval system.