IC> Reports> Transactions by Category

Transactions by Category Report

 

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.

 

Related Links

 

Click here for information on Category Maintenance.

 

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 label to select one from a list. If you do not specify a category, the report will display all IC transactions sorted by 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 label 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. 

 

  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and 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 the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.