Inventory Reports

The Inventory page, located on the top navigation bar, allows a site administrator to search, view, and/or print respective to the site.

Archived Inventory Report

The Archived Inventory report is a listing, in XLS format, of tags within TIPWeb-IT which have been archived including detailed information regarding each archived tag.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 Inventory' Report Drop Down Menu, located above the Inventory' 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 site as filtered for using the Inventory screen filters (Basic and/or Advanced). 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 Inventory grid, using the Basic Filters and/or Advanced Filters feature, for the desired tag information.
3. Click on Inventory' Report Drop Down Menu, located above the Inventory' 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.
   

Inventory Listing Report

The Tag Listing report displays 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 located within the site.  The Tag Listing report displays only the data displayed and in the order of columns listed on the Inventory Result Grid.  The report has the ability to include:

• Where each Tag is located:

• • Site & Site ID

  • Location & Location ID

  • Location Type

  • Destination

• What kind of item is being tracked:

• • Hardware Type

  • Product Name & Product ID

  • Product Description

  • Model

  • SKU

  • Manufacturer

  • 3 possible Product Custom Fields' information

  • Suggested Price

• Each items's specific information:

• • Tag Number

  • Active or Inactive

  • Allow Untagged (True or False)

  • RFID (Enabled or Not Enabled)

  • Asset Type (Standalone, Parent, or Component)

  • Status (In Use or Available)

  • Department Assigned

  • 4 possible Tag Custom Fields' information

  • Last Scan Date & by Whom

  • Projected Life

  • Expiration Date

  • Serial Number

  • Asset UID

• Each item's inventory & funding history:

• • Inventory Type (Initial or Order)

  • Order Number, if applicable

  • Funding Source

  • Account Code

  • Vendor, if applicable

  • Purchase Price & Purchase Date
    

1. Click on , on the top navigation bar.
2. Filter the Inventory grid, using the Basic Filters and/or Advanced Filters feature, for the desired tag information.
3. Click on Inventory' Report Drop Down Menu, located above the Inventory' blue grid header.
4. Select Inventory Listing under the --- Excel --- menu subcategory.
5. When the message appears asking "Do you want to open or save InventoryListing.csv ...", click on Open.
6. The Inventory 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.
   

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, the Advanced Filters will display the “Departments” field.

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).