Tags' Reports

The Tags screen is available to district level administrators.  This screen allows the district level administrator to search, view, print, and/or bulk edit tags within TIPWeb-IT.  

Inventory Quantity Report

The Inventory Quantity Report is a listing, in PDF format, of total tags for select categories within TIPWeb-IT, filtered by the user. This report includes Funding Source, Distribution Type, Manufacturer, Model, Product Name, Product Type, and Vendor.

1.      Click on , on the top navigation bar.

2.      Filter the Tags grid, using the Basic Filters and/or Advanced Filters feature, for the desired tag information.

3.      Click on Go.

4.      Click the Please Select Tag Report… dropdown menu.

5.      Select Inventory Quantity Report from the --- PDF --- menu subcategory. The Report Setup window opens.

6.      Select the report subject from the Report For: dropdown menu.

7.      Check the Include District Summary: box, if desired.

8.      Check the Include Untagged Inventory: box, if desired.

9.      Enter text in Report Notes: box, if desired.

10.   Click on Go.

11.   The Inventory Quantity Report will open in PDF format.

Archived Inventory Report

The Archived Inventory report is a listing, in CSV format, of tags within TIPWeb-IT which have been archived including detailed information regarding each archived tag.  This report includes Archive Date, Archive By, Archive Notes, Tag, Serial, Product Number, Product Name, Manufacturer, Model, Product Type, Other fields (1, 2, and 3), Suggested Price, Site ID, Site Name, Location ID, Location Status, Custom Tag Fields (1, 2, 3, and 4), Tag Notes, Source, Order Number, Vendor, Funding Source, Account Code, Purchase Price, Purchase Date, Projected Life, Expiration Date, Last Scan Date, and Last Scan By.

1. Click on , on the top navigation bar.
2. Click on Tags' Report Drop Down Menu, located above the Tags' blue grid header.
3. Select Archived Inventory under the --- Excel --- menu subcategory.
4. When the message appears asking "Do you want to open or save ArchivedInventory.csv ...", click on Open.
5. The Archived Inventory report will open within a spreadsheet program, such as Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using the spreadsheet program's controls.
   

Components Listing

This report provides a listing of all current component tags and parent tags within the district.  This report does not require the filtering of the Rooms grid.  The report includes Parent Tag, Asset Type, Tag, Serial, Product Number, Manufacturer, Model, Other 1, 2, & 3, Suggested Price, Room Number, Room Description, Room Type, Status, Asset UID, Custom Field data, Tag Notes, Source, Order Number, Vendor, Funding Source, Account Code, Purchase Price, Projected Life, Expiration Date, Last Scan Date, and Last Scan By fields.  The Components Listing is available in CSV (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) format.  

1. Click on , on the top navigation bar.
2. Filter the Tags grid, using the Basic Filters and/or Advanced Filters feature, for the desired tag information.
3. Click on Tags' Report Drop Down Menu, located above the Tags' blue grid header.
4. Select Components Listing under the --- Excel --- menu subcategory.
5. When the message appears asking "Do you want to open or save ComponentsListing.csv ...", click on Open.
6. The Components Listing file will open within a spreadsheet program (like Microsoft Excel).  You may choose to search, filter, sort, delete, save, and/or close the file using spreadsheet program's controls.
   

Room Audit Detail Report

The Room Audit Detail Report provides a listing, in XLS format, of the tags and their respective audit state for room audit(s) within a respective campus. This report includes Site ID, Site Name, Tag, Serial Number, Audit State, Audit Scan Date, Audit Scan By, Audit Location, Expected Location, Room Type, Audit Date, Audit By, Audit Status, Action Taken, Audit Notes, Product Number, Product Name, Model, Manufacturer, Product Type, Inventory Status, Tag, Notes, Order Number, Funding Source, and Purchase Price.

1. Click on , on the top navigation bar.
2. Click on Tags' Report Drop Down Menu, located above the Tags' blue grid header.
3. Select Room Audit Detail Report under the --- Excel --- menu subcategory.  The Filter Report window opens.
4. Select the desired filter(s) from the Site, Audit State, and/or Audit Status drop down menus. You do not have to filter this report.
5. Click on Go.
6. When the message appears asking "Do you want to open or save RoomAuditDetailReport.csv ...", click on Open.
7. The Room Audit Detail Report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.
8. Click on  to close the Filter Report window.
   

Status Lifecycle Report

The Status Lifecycle Report provides a listing, in CSV (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) format, of the displayed tags (within the Tags grid) every time each tag was in a particular status.  The user selects the desired Status and Date Range within the Status Lifecycle Report window. This report includes Selected Status, Status Notes, Origin Site, Scan Date, Scan By, and any of the columns displayed in the Tags grid.

1. Click on , on the top navigation bar.
2. Filter the Tags grid, using the Basic Filters and/or Advanced Filters feature, for the desired tag information.
3. Click on Tags' Report Drop Down Menu, located above the Tags' blue grid header.
4. Select Status Lifecycle Report under the --- Excel --- menu subcategory.  The Status Lifecycle Report window opens.
5. Select the desired filter(s) from the Status and Date Range drop down menus.
6. Click on Go.
7. When the message appears asking "Do you want to open or save StatusLifecycleReport.csv ...", click on Open.
8. The Status Lifecycle Report will open within a spreadsheet program (like Microsoft Excel).  You may choose to search, filter, sort, delete, save, and/or close the file using spreadsheet program's controls.
   

Tags Listing Report

If the Tags' grid is filtered before selecting the Tag Listing report, the report will display only the filtered tag information in a CSV (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) file.  The Tag Listing report has a greater amount of tag information than the Tags screen displays.  The report includes:

• Where each Tag is located:

• • Site & Site ID

  • Location & Location ID

  • Location Type

  • Destination

• What kind of item each Tag is tracking:

• • Product Type

  • Product Name & Product ID

  • Product Description

  • Model

  • SKU

  • Manufacturer

  • 3 possible Product Other Fields' information

  • Projected Life

  • Suggested Price

• Each Tag's specific information:

• • Tag Number

  • Serial Number

  • Asset UID

  • Asset Type & Parent Tag

  • Active or Inactive

  • Status (In Use or Available)

  • Area Assigned

  • 4 possible Tag Custom Fields' information

  • RFID

  • Expiration Date

  • Last Scan Date & by Whom

• Each Tag's inventory & funding history:

• • Inventory Type (Initial or Order)

  • Order Number & Account Code

  • Vendor

  • Funding Source

  • Purchase Price & Purchase Date
    

1. Click on , on the top navigation bar.
2. Filter the Tags grid, using the Basic Filters and/or Advanced Filters feature, for the desired tag information.
3. Click on Tags' Report Drop Down Menu, located above the Tags' blue grid header.
4. Select Tags Listing under the --- Excel --- menu subcategory.
5. When the message appears asking "Do you want to open or save TagListing.csv ...", click on Open.
6. The Tag Listing report will open within a spreadsheet program, such as Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using the spreadsheet program's controls.

Tag Depreciation Report

The Tag Depreciation Report displays, in .csv (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) format, information related to the value of tags as determined by select filters and provides the depreciation value of the tags. The user filters the tags by Report Date, what tags to Report On, whether to Calculate Depreciation by month or year, and whether or not to Include Archived Inventory. This report includes Site ID, Site Name, Location, Archive Date, Archive By, Archive Notes, Tag Number, Serial Number, Product Name, Product Type, Manufacturer, Model, Suggested Price, Projected Life, Status, Funding Source, Account Code, Purchase Date, Purchase Price, Age, Annual Depreciation, Monthly Depreciation, and Depreciated Value.

1.      Click on , on the top navigation bar.

2.      Filter the Tags grid, using the Basic Filters and/or Advanced Filters feature, for the desired tag information.

3.      Click on Tags' Report Drop Down Menu, located above the Tags' blue grid header.

4.      Select Tag Depreciation Report under the --- Excel --- menu subcategory.  The Tag Depreciation Report Filter window opens.

5.      Click on the  Calendar Control icon next to the Report Date: field to change the date. The current date is the default date.

6.      Select Month or Year from the Calculate Depreciation By: Drop Down Menu.

7.      Select or deselect Include Archived Inventory, according to preference.

8.      Click on Go.

9.      When the message appears asking "Do you want to open or save TagDepreciationReport.csv ...", click on Open.

10.   The Tag Depreciation Report will open within a spreadsheet program (like Microsoft Excel).  You may choose to search, filter, sort, delete, save, and/or close the file using spreadsheet program's controls.

NOTE:

Customers with the Departments Feature (Departments is an optional feature which must be purchased to enable it within TIPWeb-IT. This feature allows for the ability to assign Departments to users and tags. Those users assigned to a specific department(s) will only be able to access/view/modify tags assigned to the respective department. For more information about the Departments Feature, contact Customer Support at support@hayessoft.com or 800-495-5993.) installed, will also display a “Departments” field to the Tag Listing Report (admin view only) and the Tag Export Report (site view and admin view).

Asset UID is available for customers with an asset integration setup (paid add-on to TIPWeb-IT) and displays the unique asset number brought into TIPWeb-IT from the district's integration files (usually sourced from the district's financial or fixed asset system).

To run an Inventory Quantity Report, the user must first set filters before running the report.

When creating a Tag Depreciation Report, annual depreciation and depreciated value are calculated only when the purchase price, purchase date, and projected life of a tag is available.