Item Data

Reports > Item >Item Data

The Item Data Report presents detailed information on items.

Screenshot of the Item Data Report General Information as described on this page

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

  2. Output - select output format
    Csv, Excel, Html, Json, or Pdf (default)
    Template (not pictured) - select a report template

  3. Reset - click to reset to default options

  4. Item - filter by item(s)

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

  6. Allergies - filter by allergen(s)

  7. Religious Restrictions - filter by religious restriction(s)

  8. Item Attributes - filter by item attribute(s)

  9. Vendors - filter by vendor(s)

  10. Does Not Contain Allergies - filter by allergen(s) not present

  11. Dietary Restrictions - filter by dietary restriction(s)

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

Screenshot of the Recipe filter on the Item Data Report as described on this page.

  1. Ingredients - filter for recipes with the selected ingredient(s)

  2. Recipe Categories - filter for recipes with the selected recipe categories

  3. Buildings - filter by warehouse rights

Screenshot of the available columns on the Item Data Report as described on this page.

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

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

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

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

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

Screenshot of the available columns to sort by on the Item Data Report as described on this page.

  1. (+) - click or drag and drop to move available sort columns to the Sort By field
    Note: Columns selected in step 17 are available for sorting.

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

Screenshot of the Formatting Options for the Item Data Report as described on this page.

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

  2. Orientation - choose orientation
    Landscape
    Portrait (default)

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

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

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

  6. Save as Template - click to save the selected filters and columns as a template
    Screenshot of the Edit Tempate modal as described on this page.

    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

  7. Reset - click to reset to defaults

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

Column Definitions

Column Definition
Allow Orders From Item Allow Orders From
Alternate Unit of Measure Item Alternate Unit of Measure
Alternate Unit of Measure Quantity Number of Base Units of Measure per the Alternate Unit of Measure
Asset Account Item Asset Acount
Barcode Barcode based on Item Barcode value
Barcode Value Item Barcode value
Base Unit of Measure Item Base Unit of Measure
Current Date Date report is requested
Expense Account Item Expense Account
Identifier Item Identifier
Inventory Category

Item Inventory Category

Note: Vendor and Vendor Unit of Measure will be included in this output.
Is Active HTML, PDF: Checkmark if the Active box is checked, blank if unchecked
CSV, EXCEL, JSON: True if Active box is checked, false if unchecked
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
Is Eligibility Price HTML, PDF: Checkmark if the ​ Eligibility Based Pricing box is checked, blank if unchecked
CSV, EXCEL, JSON: True if the Eligibility Based Pricing box is checked, false if unchecked
Is Ingredient HTML, PDF: Checkmark if the ​Ingredient Attribute box is checked, blank if unchecked
CSV, EXCEL, JSON: True if the Ingredient Attribute box is checked, false if unchecked
Is Inventoried HTML, PDF: Checkmark if the ​Inventoried Item Attribute box is checked, blank if unchecked
CSV, EXCEL, JSON: True if the Inventoried Item Attribute box is checked, false if unchecked
Is Production Record HTML, PDF: Checkmark if the item is on a production record, blank if not
CSV, EXCEL, JSON: True if the item is on a production record, false if not
Is Purchased HTML, PDF: Checkmark if the ​Purchased Attribute box is checked, blank if unchecked
CSV, EXCEL, JSON: True if the Purchased Attribute box is checked, false if unchecked
Is Recipe HTML, PDF: Checkmark if the ​Recipe Attribute box is checked, blank if unchecked
CSV, EXCEL, JSON: True if the Recipe Attribute box is checked, false if unchecked
Is Simple Recipe HTML, PDF: Checkmark if the ​Simple Recipe Attribute box is checked, blank if unchecked
CSV, EXCEL, JSON: True if the Simple Recipe Attribute box is checked, false if unchecked
Is Sold HTML, PDF: Checkmark if the ​Sales Item Attribute box is checked, blank if unchecked
CSV, EXCEL, JSON: True if the Sales Item Attribute box is checked, false if unchecked
Item Allergies Item Allergies
Item Description Item Description
Item Dietary Restrictions Item Dietary Restrictions
Item Name Item Name
Item Religious Restrictions Item Religious Restrictions
Item Tags Item Tags
Manufacturer Item Manufacturer
Manufacturer Item Number Item Manufacturer Number
Meal HTML, PDF: Checkmark if the ​Item Type is a meal, blank if not
CSV, EXCEL, JSON: True if the Item Type is a meal, false if not
Menu Plan/Production Record Date Date the recipe appears on the menu plan or production record
Menu Plan/Production Record Name Name of the menu plan or production record on which the recipe appears
Menu Plan/Production Recipe Category Recipe Category in which the recipe appears on the menu plan or production record
Non-Student Full Sales Price Item Non-Student Full Sales Price
Non-Student Revenue Account Item Non-Student Revenue Account
Paid Sales Price Item Paid Price
Preferred Unit of Measure Item Preferred Unit of Measure
Preferred Unit of Measure Quantity Number of Base Units of Measure per the Preferred Unit of Measure
Preferred Vendor Item Preferred Vendor
Preferred Vendor Cost Item Preferred Vendor Cost
Preferred Vendor Identifier Item Preferred Vendor Identifier
Preferred Vendor is a USDA Food HTML, PDF: Checkmark if the ​USDA Food box is checked, blank if unchecked
CSV, EXCEL, JSON: True if the USDA Food box is checked, false if unchecked
Preferred Vendor Unit of Measure Item Preferred Vendor Unit of Measure
Pricing Group Item Pricing Group
Production Record Building Building of the Production Record where the item appears
Recipe Category Item Recipe Category
Reduced Sales Price Item Reduced Price
Reimbursable HTML, PDF: Checkmark if the Item Type is Reimbursable Meal, blank if not
CSV, EXCEL, JSON: True if the Item Type is Reimbursable Meal, false if not
Replacement Item Identifier Replacement Item Identifier
Replacement Item Name Replacement Item Name
Sales Item Unit of Measure Unit(s) of Measure with the Sales type
Student Full Sales Price Item Student Full Price
Student Revenue Account Item Student Revenue Account
Taxable HTML, PDF: Checkmark if Everyone or Non-Student is selected in the Taxable box, blank if None
CSV, EXCEL, JSON: True if Everyone or Non-Student is selected in the Taxable box, False if None
USDA Value Item USDA Value
Unit of Measure Item Unit of Measure for selected data point