Inventory Control Sheet Report

Reports > Point of Service > Inventory Control Sheet

Point of Service > Inventory Control Sheet > (Individual Control Sheet)

The Inventory Control Sheet report lists items to be counted and results. This report can be used as a working copy for the staff responsible for counting items.

A screenshot of the Inventory Control Sheet report configuration screen as described on this page.

  1. Name - enter a report name
    Default: Inventory Control Sheet

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

  3. Reset - click to reset to default options

  4. Cafeterias - filter by cafeteria(s)

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

  6. Date - filter by serving date range. Note: If no date range is selected, the current date is used.

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

  8. Orientation - choose orientation (Landscape (default) , Portrait)

  9. Include Header - check to include report header

  10. Include Footer - check to include report footer

  11. Include Filter - check to include selected filters

  12. 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

  13. Reset - click to reset to defaults

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

Report Format

A screenshot of the Inventory Control Sheet report as described on this page.

  1. Header - notice the District Logo, Report Title, Status, Date, Serving Session, Device, Cafeteria, Initial Counts Posted By & Date, Final Counts Posted By & Date, and District Name.

  2. Counts - notice the sales item names, initial counts, final counts, quantity used, quantity sold, and variance.
    Quantity Used = Initial Count - Final Count
    Quantity Sold = quantity sold at POS
    Variance = Quantity Sold - Quantity Used

  3. Filters - notice the name(s) and value(s) of selected filters

  4. Footer - notice the date and time the report was requested, pages, and TITAN logo