Historical Usage Report Instructions

Use the Historical Usage Report to list the quantities of inventory items at the various locations that have been sold during the current year and prior year.  You can use the report to examine historical trends in inventory usage.  In addition, you can use this report to help establish ordering practices for seasonal or periodic usage trends.  The report is broken down by quarter to provide more detail.  The quarters are based on the calendar year, where Q1 covers the time period from 1/1 through 3/31, Q2 covers 4/1 through 6/30, Q3 covers 7/1 through 9/30 and Q4 covers 10/1 through 12/31.  

Tips:

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Historical Usage Report, click More.

   

  1.  Click Reports from the Menu.

  2.  Click Historical Usage Report.

   

  Historical Usage Report Window Example:

  

   

• Choosing the Selections for the report, click More.

   

  Historical Usage Report Instructions Prompts Tips:   To see more information about a field, click the hyperlink for the field name. Historical Usage Report Parameters can saved and then loaded after being saved.  For information, see Reporting Toolbar.
  Item ID	To specify a range of items to include in the report, click to select the lower range/beginning item.  To specify the ending range, click to select the upper range item. Notes:   To include all items in the report, leave the lower and upper range blank for All.   Or, to only include a specific item, enter the Item as the lower range. To search for an item, click in the lower or upper range and then press [Ctrl + f].
  Location ID	To specify a range of locations to include in the report, click to select the lower/beginning location.  To specify the ending range, click to select the upper range location. Note:  To include all locations in the report, leave the lower and upper range blank for All. Or, to only include a specific location, click to select the specific location as the lower range.
  Product Category	To specify a range of product categories to include in the report, click to select the lower/beginning product category.  To specify the ending range, click to select the upper range product category. Note:  To include all product categories in the report, leave the lower and upper range blank for All. Or, to only include a specific product category, click to select the specific product category as the lower range.
  Sort Parameters
  Sort	To specify the report sort parameters, click Sort .
  Order	To specify the fields to sort the report by, enter any positive number into the Order field.  A value of 1 means sort by this field first, 2 means sort by this field second and so on.  The numbers do not need to be sequential but they must be greater than zero.  In the example above, inventory is sorted first by location, then by item. Notes: Two sorts with the same number will get sorted before others with larger numbers and after those with smaller numbers, but the actual order for those two sorts is indeterminate. To remove a sort order for a field, delete the value in the Order field.
  Ascending	To sort in an ascending manner, click to select the Ascending checkbox.  Or, leave the Ascending checkbox blank to sort in descending order.
  Active	The Active flag must to set to enable the field to be sorted.  To set the Active flag, click to check the corresponding checkbox.  Important:  If Active is unchecked, the field will not be used for sorting even if there is a Order value entered for the field.
  	To begin printing to the Windows® default printer, click Print, or press [ENTER]. Or, to print to the Print View window, click Print View . Or, to escape from the print routine, click Cancel .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Historical Usage Report Sample.