Summary

The Transaction by Category report displays transactions filtered by batch, transaction date, category, or inventory action.

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 Transaction by Category report window (IC> Reports> Transaction by Category).

2     Configure the report. 

• Use the Transaction Date From and To fields to specify a transaction date range for the report.
• Select an Action from the drop-down menu to filter the report by an inventory action.
• Enter a Category for the report or click the field search button   to select one from a list. If you do not specify a category, the report will display all IC transactions sorted by category.
  • IC Categories are created and maintained on the Category Maintenance window (IC> Maintenance> Category).
• Select a Batch Type from the drop-down menu to filter the report by either the Inventory Transaction or the Physical Inventory process.
  • The Batch Type field will default to All and the Batch Number field will be disabled.
  • If you select a batch type, click the Batch Number field search button   to select the specific batch.
• Check the Include uncommitted transactions toggle to include both committed and uncommitted transactions in the report.
• Check the Page break by category toggle to start a new page for each category included in the report.
• The report will display the Category Code, Item Description, Item ID, Transaction Date and Time, Transaction Description, Action Type, Change in Quantity, and Change in Value. The report will also be grouped and sorted by category code and inventory item number.

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.