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"How Do I" Run the Transfer Activity Report |
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| Transfer Activity
Description The Transfer Activity Report is used to track movement of items from location to location within the organization. The report may be generated in detailed, summary format, or both, and can be filtered to include only specific locations and specific items. This makes it easy to track the movement of one or more items from one location to another. Wizard Options 1. You have the option of selecting a specific or relative range of dates for inclusion on the report. 2. The second wizard option allows you to limit the report to either internal or external transfers, both types being the default. 3. The third wizard lets you include All Transfer Activity or you can select transfers from one specific location to another. If you choose the second option, use the drop-down lists to select the locations you wish included on the report. Note that Waste is also included as a "location" to which items can be transferred. 4. You can also filter the report to include all, specific items, or items of a particular Report Group. If you select Specific Items, use the Item Selection wizard to choose which ones to include by selecting the item, then using the arrow buttons to move that item from the Available pane to the Selected pane, or vice versa. Because the item list is normally large, the Selection utility has a filter field. This field enables you to shorten the list to locate the specific items that you wish to include in the Available pane. In the Filter field, type all or a portion of the item you wish to include and either click Filter or press ENTER. If you choose to include only items of a specific Report Group, click that option, then use the drop-down list to select the appropriate Report Group. 5. For the fifth wizard option, choose a primary and secondary sort order for the report. For example, if you would like the report sorted first by Report Group, then by the Transfer Date, select those options from the drop-down lists. The report will then be sorted alphabetically first by Report Group, and then under each Report Group, the transfers will be sorted chronologically by date. 6. The final wizard gives you the option of producing a summary report, a detailed report, or both. If you selected Items as your primary sort option, you will not be given the option of generating a summary report. 7. Click Submit to generate the report. Results The detailed report is in landscape orientation and is in the sort order you selected from the wizard. Regardless of the primary sort order selected, the report gives the Transfer Date, Item Name, Date and the Transfer form number. It displays how many of each item was transferred from one location to another, its present cost and the dollar value of the transfer. Subtotals are displayed according to the sort orders selected. The summary report, also in landscape orientation, lists the totals of the primary sort order selected. In the case of á Profit Center ïr Inventory Location sort, the total Cost In and Cost Out is listed. In the case of a Report Group sort, only the Extension is listed for each Report Group. In the case of Item as the primary sort, no summary report can be produced as it will be essentially the same as the detailed report. |
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