To run the Products at Locations report:The Products at Locations report shows locations from your location tree. Below each location are listed the products assigned to it. For each assigned product, the report output can show any or all of the following data:
Common Name
Manufacturer
Revision Date
Internal ID
Primary CAS Number
File Number
Language
Date In Use at this Location
Date Out of Use at this Location
You can also enter criteria for any of the following data types. The report output will include only products that match your criteria in their corresponding data fields:
Product Name
Manufacturer
Internal ID
Ingredients
User-Defined Fields
Location Assignments
Locations with no assigned products matching your criteria (or no assigned products at all) are omitted from the report.
The report output can be generated in any of the following formats: HTML, PDF (requires a PDF-viewing tool, such as Adobe Reader), or Excel (requires Microsoft Excel).
To run the Products at Locations report:
Starting at the Reports page
In the list of Product Reports, click Products used at specific Locations.
The Products at Locations Report page opens, showing the options available for this report.
In the Report output menu, select the desired format for the report output.
To include products no longer used (archived products or products no longer in use at a selected location) in the report output, select Include products no longer used.
Note: If you select this option, each archived product in the report output will be marked with a red asterisk (*).
To generate the report using default options, skip to step 6. To define options for this report, click Click here for advanced options.
A Report Options area is added to the display.
Enter the desired report options in any or all of the areas provided:
Title: Enter the Report Title and Report Description you want printed at the top of the report output.
Locations: To focus the report on products at certain locations, select the desired location in the menu provided. Repeat to select multiple locations. The report output will include only products assigned to one or more of the selected locations (or to their sub-locations).
Fields and Sorting: This area shows the data fields the report output can display for each product. First, use the Add and Remove buttons to add all desired fields to the Fields and Sort Order list and remove all unwanted fields to the Available Fields list, respectively. When the Fields and Sort Order list contains all (and only) the desired fields, select a field and use the arrow buttons to move the field up or down in the list. Repeat until the fields are in the desired sort order. The products under each location will be sorted firstly by the first field in the list, secondly by the second field, and so forth. (Example: If Manufacturer is first in the list and Common Name is second, the products in the report output are sorted alphabetically by manufacturer. If two or more products have the same manufacturer, they are sorted alphabetically by common name.)
Criteria: In the fields provided, enter one or more criteria. The report output will include only those products that contain all your criteria in the corresponding data fields.
Click Generate Report in the upper right.
The report output generates according to your chosen options and opens in the selected format.
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