Shopping List Data Report

Reports > Menu Planning > Shopping List Data

The Shopping List Data Report presents information on items needed for production.

1. Name - enter a report name
   Default: Shopping List 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. Date Range - select production date range

6. Serving Sessions - filter by serving session(s)

7. Buildings - filter by production building

8. Menu Plans - filter by production menu plan

9. Items - filter by item(s)

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

11. Include Items With Sufficient Quantities - check to include items that TITAN has calculated to have sufficient quantity for production and therefore do not need to be ordered. If unchecked, TITAN will return only items with insufficient quantities.

12. Vendors - filter by vendor(s)

13. Warehouses - filter by fulfillment warehouse(s)

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

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

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

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

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

19. (+) - click or drag and drop to move available sort columns to the Sort By field
    Note: Columns selected in step 15 are available for sorting.

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

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

22. Orientation - choose orientation
    Landscape
    Portrait (default)

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

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

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

26. 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

27. Reset - click to reset to defaults

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

Columns

Column	Definition
Building	Production Building
Cost	Item Cost Note: This is only visible when receiving product directly from the vendor.
District Identifier	District Identifier
District Name	District Name
Item Description	Item Description
Item Identifier	Item Identifier
Item Name	Item Name
Manufacturer	Item Manufacturer
Manufacturer Part Number	Item manufacturer number
Ordering From	Vendor or warehouse delivering to the selected buildings according to warehouse rights
Quantity	Quantity Short rounded up to nearest purchasing unit
Quantity On-Hand	On Hand Quantity at time report is requested
Quantity On-Order	Quantity On Order includes outstanding item receipts and item fulfillments.
Quantity Required	Planned Quantity
Quantity Short	Quantity Short = Quantity Required - Quantity On Hand
Total	Total = Cost x Quantity Note: This is only visible when receiving product directly from the vendor.
Vendor Identifier	Item Vendor Identifier Note: This is only visible when receiving product directly from the vendor.