Summary

The PM Summary Report displays a filtered range of Project Management transactions sorted by inventory item.

When printing Inventory Control module reports, be aware that inventory counts and the transactions that affect those counts are date and time specific. In order to generate an accurate inventory report, confirm that both the date and time specified are correct.

Step by Step

1     Open the PM Summary Report window (IC> Reports> PM Summary).

2     Configure the report. 

• Enter an Item or click the field search button to select on from a list.
  • Inventory Items are created and maintained on the Item Maintenance window (IC> Maintenance> Item).
• Enter a Description to filter the items included in the report to those items that contain the specified terms in their description fields.
• The six fields below the Description field are miscellaneous character fields. The displayed labels for these fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• Specify a transaction range in the Transaction Date From and To fields.
• Enter a PM Project or click the field search button to select one from a list.
  • This field label is user-defined and may differ from the example.
  • PM Projects are created and maintained on the Project Maintenance window (PM> Maintenance> Project).
• Enter a PM Task or click the field search button to select one from a list.
  • This field label is user-defined and may differ from the example.
  • PM Tasks are created and maintained on the Task Maintenance window (PM> Maintenance> Task).
• Check the Print Transaction Detail toggle to include the individual transaction Date, Description, Quantity, Price Per Unit, and Amount.
• Check the Print Archived Only toggle to limit the transactions included in the report to transactions that have been archived through the Archive Transactions process (IC> Utilities> Archive Transactions).
• The report will display the Item, Item Description, Quantity, Unit Type, Price Per Unit, and Amount for each Item included. The report will also provide totals by Task, Task Group, Project, and Report.

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 ten times the report was generated.