Summary

The Physical Inventory Counts report displays asset counts location for a specified date range.

Step by Step

1     Open the Physical Inventory Counts Report (FA> Reports> Physical Inventory Counts).

2     Configure the report. 

• Use the Assets drop-down field to select the assets you would like to include in the report.
  • Check the Select All toggle to report on all assets in the system.
  • If an asset is selected, the Location section will be disabled. The selected assets, regardless of location, will be included in the report.
• Check each Location you would like to include in the report. At least one location must be selected in order to process the report.
  • If a location is selected, the Asset field will be disabled. All asset counts for the selected location will be included.
  • The location is specified on the Fixed Asset Maintenance window (FA> Maintenance> Fixed Asset> General tab> Location field).
  • Locations are created and maintained on the Location Maintenance window (FA> Maintenance> Location).
• Use the Date From and Date To fields to specify a date range for the reported inventory counts.
• Use the Primary Sort and Secondary Sort fields to specify how the assets will be sorted in the generated report.
• Check the Include Notes toggle to include any notes attached to the asset.
• The report will display the Asset Number, Description, Location, Department, Condition, Count Date, User, and Count Notes. Assets may be included multiple times if more than one inventory count was conducting in the specified date range.

3     Print the report. 

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button   will be displayed by default.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last three times the report was generated.