How to Run Reports:
- Select "Reports" from the dropdown menu located at the top of the page.
- Select "View Reports" from the dropdown.
- Click a usage report you would like to run.
- Usage summary reports require additional parameters to run a successful report. Select one of: Single Period, Multiple Periods, or Custom.
- Select relevant options for each of the dropdown lists provided. These include: Report Year, Select Period, Region, Store, Store Group, Category, Inventory Group or Item (Consolidated) or Report Year, Select Period, Store, Category, Inventory Group or Item (Store).
- Select any of the checkboxes that apply for the following items: Key Item Only, Hide Zero Values, and Actualize Usage.
- Click the "Run Report" button.
The following reports are available under Usage Summary:
Report | Details |
Usage Summary - Count Amounts | This report provides information related to your item usage. To run this report, you'll need to select a period (either single, multiple, or custom), all other filters are optional. Your opening inventory, purchases, closing inventory, your actual usage, your ideal usage, waste, and variance for each group on a percentage (%) basis is shown. You can bring up detailed information regarding a group by clicking the line-item in the report. This second screen will let you see a usage summary of each item by count amount. |
Usage Summary - Values | This report provides information related to your item usage. To run this report, you'll need to select a period (either single, multiple, or custom), all other filters are optional. Your opening inventory, purchases, closing inventory, your actual usage, your ideal usage, waste, and variance for each group on a percentage (%) basis is shown. You can bring up detailed information regarding a group by clicking the line-item in the report. This second screen will let you see a usage summary of each item by count value. |
Usage Summary - Group Totals | This report shows the usage summary of your inventory groups. To run this report, you'll need to select a period (either single, multiple, or custom), all other filters are optional. Your opening inventory, purchases, closing inventory, your actual usage, your ideal usage, waste and variance for each group on a percentage (%) basis is shown. You may also select whether to view key items only, hide zero values, and display actualized usage. |
Usage Summary - Top 25 / Bottom 10 | This report shows the usage summary for only your top 25 and bottom 10 items. To run this report, you'll need to select a period (either single, multiple, or custom), all other filters are optional. You may also select whether to view key items only, hide zero values, and display actualized usage. The reporting UOM, your opening inventory, your period purchases, closing inventory, your actual usage,, your ideal usage, waste, and variance for each item shown. |
Usage Summary - Overview | This is a summary report of your sales. To run this report, you'll need to select a period (either single or multiple), all other filters are optional. Your period, gross sales, opening inventory, purchases, ending inventory, actual usage, ideal usage, waste, and variance are displayed. You may click on a store to bring up more detailed usage summary information about a particular store (Consolidated). |