Inventory Data

Reports > Inventory > Inventory Data

The Inventory Data Report presents detailed information on inventory items.

1. Name - enter a report name
   Default: Inventory Data

2. Output - select output format
   Csv, Excel, Html, Json, or Pdf (default)

3. Template - select a report template

4. Reset - click to reset to default options

5. Item - filter by item(s)

6. Item Tags - filter by item tag(s)

7. Show Inactive Items - check to include inactivated items in results

8. Show Zero Quantity Items - check to include items with a total quantity of zero

9. As of Date - select a date to generate inventory data as of that date
   Note: If blank, the current date is used.

10. Warehouses - filter by warehouse(s)

11. Fulfillment Warehouses - filter by fulfillment warehouse(s)

12. Receiving Warehouses - filter by receiving warehouse(s)

13. Adjustment Reasons - filter by adjustment reason(s)

14. Storage Locations - filter by storage location(s)

15. Date Range - select a date range to include changes in inventory over the selected date range

16. Physical Count Types - filter by physical count type(s)

17. Fulfillment Vendors - filter by fulfillment vendor(s)

18. Received From - filter by fulfillment warehouse(s) and/or fulfillment vendor(s)

19. Adjustment Purposes - filter by adjustment purpose(s)

20. Search - search for available columns
    Note: Columns are defined below

21. (+) - click or drag and drop to move available sort columns to the Selected Columns field

22. Drag and Drop to rearrange Selected Columns or click the Trash Can to remove a column from the selected columns field

23. Group By - choose one of the available column types to insert pages breaks at changes in value of the selected field

24. Include Total Row - check to include a total row at the bottom of the report

25. (+) - click or drag and drop to move available sort columns to the Sort By field
    Note: Columns selected in step 21 are available for sorting.

26. Drag and Drop to arrange Sort By columns in order of sort priority or click the Trash Can to remove a field

27. Paper Format - choose a paper format
    CR80
    Legal
    Letter (default)

28. Orientation - choose orientation
    Landscape
    Portrait (default)

29. Include Header - check to display report header on PDF or header row on CSV

30. Include Footer - check to display report footer on PDF

31. Include Filter - check to display selected filters on PDF

32. Save as Template - click to save the selected filters and columns as a template
    

1. Name - enter a template name

2. Public - check to make the template available to other users

3. Security Roles - select the security roles that can access a Public template

4. Cancel - click to return to the previous screen without saving the template

5. Save - click to save the template

33. Reset - click to reset to defaults

34. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Column Definitions

Column	Definition
Adjustment Notes	Item Adjustment Notes
Adjustment Reason	Item Adjustment Reason
Asset Account	Item Asset Account
Barcode	Barcode based on the Item Barcode Value
Barcode Value	Item Barcode Value
Base Unit of Measure	Item Base Unit of Measure
Credit Amount
Credit Chart of Account
Current Date	Date report is generated
Date	Date of action
Debit Amount
Debit Chart of Account
District Identifier	District Identifier
District Name	District Name
Expense Account	Item Expense Account
Fulfillment Warehouse	Fulfillment Warehouse
Identifier	Item Identifier
Is Discontinued	HTML, PDF: Checkmark if the Discontinued box is checked, blank if unchecked CSV, EXCEL, JSON: True if Discontinued box is checked, false if unchecked
Item Description	Item Description
Item Fulfillment Identifier	Fulfillment Identifier
Item Fulfillment Reference Number	Fulfillment Reference Number
Item Name	Item Name
Item Receipt Identifier	Receipt Identifier
Item Receipt Reference Number	Receipt Reference Number
Item Tags	Item Tags
Local Total Value	Cost x Quantity of items marked as Local on a vendor Item Receipt
Manufacturer	Item Manufacturer
Manufacturer Item Number	Item Manufacturer Number
Physical Count Identifier	Physical Count Identifier
Primary Vendor Name	Primary Vendor Name
Production Date	Production record date
Production Serving Session	Production Serving Session
Quantity	Quantity of selected data type written as: X Preferred Unit of Measure & Y Base Unit of Measure
Receiving Warehouse	Receipt Warehouse
Storage Location	Storage Location
Storage Sub-Locations	Storage Sub-Locations
Total Base Unit of Measure Quantity	Total Base Unit of Measure Quantity
Total Cost	Total Cost of selected data
Total Quantity	Total Quantity of selected data
Total USDA Value	Total USDA Value of selected data
Total Value	Total Value of selected data
Type	Inventory Function: Adjustment, Central Kitchen Production Record, Item Fulfillment, Item Receipt, Physical Count, Site Production Record
Unique Identifier	The Unique Identifier is found at the end of the item's URL
USDA Food	HTML, PDF: Checkmark if the ​ USDA Food box is checked, blank if unchecked CSV, EXCEL, JSON: True if USDA Food box is checked, false if unchecked
USDA Value	USDA Value of selected item
Value	Base Unit of Measure value as calculated by the primary vendor'scost.
Vendor Account Number	Vendor Account Number
Warehouse	Warehouse
Warehouse Identifier	Warehouse Identifier