Item Activity Report

There are 2 ways to get to the Item Activity Report:

1. Click the Account  tab located on the left side of your screen. Then click the Reports context menu. Once you click the context menu, click the Item Activity Report to open the window.

2. Click the Item Activity Report link in the Reports section on the start page.

 

The following window will open:

 

This report enables viewing the item's activity. 

Filters are used for report display purpose. When choosing a certain item in the Items Filter box,  the report will display an Item Activity Report for the selected item only.

Balance

This section provides two different options to specify the type of the Item Status presented in reports.

Balanced

It will generate a report showing only items that are currently in the inventory.

Zero Balanced

It will generate a report showing only new items and items that currently do not have an inventory.

Filters

There are three filters available for use:

Item

This box functions in the sameway as Search By box. Select the item you want to include in the report by clicking this box and choosing the item.

The report for the selected item will be displayed. 

 

Location

The report for items inventory in the selected location will be displayed.

 

Description

The system will automatically find Description for the selected item.

Manufacturer

The system will automatically find Manufacturer for the selected item.

Date

It will display a report for items only within the selected date period. When choosing a date period (i.e., Past Month), the "From" and "To" fields become enabled. You may insert your customized time period into these fields as you wish them to be displayed in the report.

You can view a report preview in the Activity table. In the Balance column, there is a number marked by green representing the current item's balance in the inventory.

Generating the Report

Click the  button located at the top of the window to generate the report.

WMSmart Viewer will display a report preview.

In order to print the report immediately, click the Printer icon  .

On the top of this window, you can see the following buttons: Export Report, Refresh, Print Report, Go to First Page, Go to the Previous Page, Go to the Last Page, Go to Page, Close Current View, Find Text, and Zoom.

The Export Report button  allows saving report on computer. Click the Export Report button. The Export Report window will open.

 

Choose the folder where you want to save your report. Name your report by entering its name in the File Name box. In the Save as Type box you can choose the file format for your report. Then click Save to save the report or click Cancel to cancel the operation.

 

The Refresh button allows updating the current report  .

 

The Print Report button allows printing the current report   .

 

The Go to the First Page button allows moving to the first page of the report.

 

The Go to the Previous Page button allows moving to the previous page of the report.

 

The Go to the Next Page button allows moving to the next page of the report.

 

The Go to the Last Page button allows moving to the last page of the report.

 

The Go to Page button allows moving to the page you define.     

 

The Close Current View button closes the WMSmart Viewer window .

 

The Find Text button  allows searching the text in the report.

Clicking on the Find Text button will open the following window:

 

 

In the Find what box enter a word or phrase you want to find. Then click the Find Next button.

 

Note: The found text will be set in a red frame.

In order to close this window, click “X” in the top right corner of the window or click Cancel.

The Zoom button allows viewing the report in different modes. Select the zooming factor from the Zoom drop-down list  to view the report. 

 

 

The Email Report  button  allows sending the Crystal report by Email. Click the Email Report button. The following window will appear:

 

 

Click OK.

 

The Export crystal report to email - Message window will open.

 

 

Enter the mail address and another neccessary information. Then click Send.

 

For additional information, click the following links:

On-Hand Inventory Report

Forecast On-Hand Inventory Report

Warehouse Activity Report

Warehouse Forecast Report

Volume Report