Item Catalog Reports with Quick Report

• Day End Receipts Quick Report
• Department Usage Quick Report
• Authorized POs Quick Report
• Department Master Quick Report
• Department Backorder Quick Report
• Item Class List Quick Report
• Vendor Directory Report
• Create Custom Reports
• Create Financial Reports
• Alphabetical Index

The Item Catalog contains a great deal of information about items used at your site. You can use the Search facility to filter the Item Catalog list to target exactly the data that you want. This Quick Report requests information about items provided by vendor "6" (Owens & Minor, in this organization) that also belong to item class 10.

To create a Quick Report from the Item Catalog:

1. From the main Contents, select Inventory > Item Catalog. The Quick Click menu appears.
2. Select Search. The Search panel appears.

3. On the left of the Search panel, enter information in fields to describe the items that you wish to see listed. The Search panel shown in this example will find all items whose Primary Vendor is 6 (Owens & Minor) in Item Class 10.
4. Using Search words, you can specify a word or words that the item entry must contain. This field is useful if you know part of the Description of an item you are searching for, but not the complete Description.

• The drop box next to Search words lets you choose qualifiers as well. You can search for items containing:
  - any of the words that you entered (Any Words)
  - all of the words, but not necessarily in the same order that you entered them (All Words)
  - or the exact words in the exact order that you entered them (Exact Phrase).
  
  
• You can check any number of boxes to specify Item Status, or, you can leave all of the boxes unchecked.
  
  
• On the right side, click in the bullets next to Yes to include items in a particular category. Click in the bullets next to No to exclude items in the category. Or, click Both if you want items that are in or are not in the category.

5. Click Submit. The system displays the Item Catalog containing items, as you specified in the search.
   Note that the list contains the Multi-Source column on the far right. We will remove this column in the Quick Report.

6. Click Quick Report in the upper right of the list. The Item Catalog Quick Report appears:

• To get a count of the items in the Item No. column, click in the Add Report Totals bullet. Then, click on the underlined Item No. column heading.
  
  
• To count groups in a column for each row:
  
  - Click the open bullet next to Add Group Totals.
  - Click the names of the columns for which you want a total count in each row. The totals appear under each row of the column.

• To remove the Contract No column -- or any other column -- click the Drop Columns bullet. Then, click on the underlined Contract No column heading. The column disappears from the report.

  Note: You can undo changes that you made with the Configure menu by clicking View > Refresh on the browser's toolbar.

• To turn the Configure menu on, or off, click Configure.

7. To format your report for printing, select File > Print Preview from the Microsoft Internet Explorer toolbar. The report appears as it will look when printed.

8. Click Print. The Print panel appears. You can select the printer for your report, and, by clicking Properties, you can specify the Orientation on the page as either Portrait or Landscape output. (Landscape prints pages the on the "long" side, often useful for wide reports.) See To print a Quick Report for more tips on printing.

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