Rooms Reports

Rooms are the physical location within a site to which an item is assigned.  

When an (*) asterisk is located next to a step there will be supplemental information regarding the step within the Notes area below.

 

Barcode IDs Report

This report provides Room Numbers and their respective barcodes.  The Barcode IDs report is available in PDF format. 

  1. Click on , located in the top navigation bar.
  2. Click on Rooms Report Drop Down Menu, located above the Rooms' blue grid header.
  3. Select Barcode IDs under the --- PDF --- menu subcategory.
  4. The Barcode IDs report will open within a PDF reader.  You may choose to print, save, and/or close the file using the PDF reader's controls.

 

Room Inventory Report

The Room Inventory Report provides inventory counts and detailed information regarding the product(s) and their respective Tags issued to each room.  Using the steps below, the Room Inventory Report is available to provide results for multiple rooms, which is based on how the Rooms' grid is filtered.

  1. Click on , located on the top navigation bar.
  2. If you wish, Filter the Rooms grid to select the desired rooms.
  3. Click on Rooms Report Drop Down Menu, located above the Rooms' blue grid header.
  4. Select Room Inventory Report under the --- PDF --- menu subcategory.
  5. The Room Inventory Report will open within a PDF reader.  You may choose to print, save, and/or close the file using the PDF reader's controls.

 

Room Inventory Worksheet

This report provides a listing of the items within each room and their respective details including Tag, Product Name, Model, Product Type, Serial, Price and any information in the Other field.  The Room Inventory Worksheet is available in PDF format. 

  1. Click on , located in the top navigation bar.
  2. Click on Rooms Report Drop Down Menu, located above the Rooms' blue grid header.
  3. Select Room Inventory Worksheet under the --- PDF --- menu subcategory.
  4. Click the check box to Include Inventory Assigned to Staff in Room and select http://www.tipwebhelp.com/tipwebithelp/images/go.jpg Go to run the report. (*)
  5. The Room Inventory Worksheet report will open within a PDF reader.  You may choose to print, save, and/or close the file using the PDF reader's controls.

 

Room Audit Detail Report

This report provides a listing of the tags and their last audit state from room audits based on the filters applied to the Rooms grid and by the report filters (Audit State and/or Audit Status).  It 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, Catalog Type, Inventory Status, Tag Notes, Order Number, Funding Source, and Purchase Price.   The Room Audit Detail Report is available in CSV format.

  1. Click on , located in the top navigation bar.
  2. Click on Rooms' Report Drop Down Menu, located above the Rooms' blue grid header.
  3. Select Room Audit Detail Report under the --- Excel --- menu subcategory.  This opens the Filter Report window.
  4. Select the desired audit filters from the Audit State and/or Audit State drop down menu.
  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 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 Listing Report

This report provides a listing of the rooms on a site including a room's Room Number, Room Description, Room Type, and any information stored in the Other field.  The Rooms Listing Report is available in XLS format.  

  1. Click on , located in the top navigation bar.
  2. Click on Rooms' Report Drop Down Menu, located above the Rooms' blue grid header.
  3. Select Room Listing under the --- Excel --- menu subcategory.
  4. When the message appears asking "Do you want to open or save Rooms.xls ...", click on Open.
  5. The Rooms Report file will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.

 

Room Components Listing

This report provides a current listing of all component tags and parent tags on a site.  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 Room Components Listing is available in CSV format.  

  1. Click on , located in the top navigation bar.
  2. Click on Rooms' Report Drop Down Menu, located above the Rooms' blue grid header.
  3. Select Room Components Listing under the --- Excel --- menu subcategory.
  4. When the message appears asking "Do you want to open or save RoomComponentsListing.csv ...", click on Open.
  5. The Room Components Listing file will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.

 

View an Individual Room's Inventory Report

The Room Inventory Report provides inventory counts and detailed information regarding the product(s) and their respective Tags issued to each room.

  1. Click on , located on the top navigation bar.
  2. Filter the Rooms grid to locate the desired room.
  3. Click on Room Inventory Report, located on the respective room's row under the Actions column.  The report will launch as a PDF.
  4. If you wish to print the report, click on the PDF reader's print icon, review the print window, and click OK.
  5. Click on to close the Room Inventory Report window.


View a Room's Audit Summary Report

This report provides a listing of the tags and their respective audit state for a room audit.  It includes Room Number, Room Name, Room Type, Date Printed, Audit Status, Last Modified Date, Last Modified By, Created By, Created Date, Finalized By, Finalized Date, Audit Inventory count, Verified count, Missing count, Misplaced count, Audit Tag State, Product Name, Tag, Expected Location, Audit Location, and Action Taken (sorted by audit tag state).  The Room Audit Summary report is available in PDF format.  

  1. Click on , located in the top navigation bar.
  2. Filter the Rooms grid to locate the desired room.
  3. Click on the desired room’s row and the grid expands displaying all tabs.
  4. Click on the Audits tab.
  5. Click on Room Audit Summary Report, located on the respective audit's row under the Actions column.  The report will launch as a PDF.
  6. If you wish to print the report, click on the PDF reader's print icon, review the print window, and click OK.
  7. Click on to close the Room Audit Summary Report window.

NOTE:

If you filter the Rooms' grid before selecting a report on the Rooms' Report drop down menu, the respective report will display only the filtered information.

* For the Room Inventory Worksheet: when selecting Include Inventory Assigned to Staff in Room the report will alter, the Other #1 column will be replaced with the Assigned To column. The Assigned To column displays Staff member(s) associated to the room inventory.

  When a staff member who is already assigned to another room is entered, a window opens with the option to Reassign the staff member to the new room or Cancel to keep the original room association.