Tags' Reports

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

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, 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The Archived Inventory report is a listing, in XLS format, of tags within TIPWeb-IT which have been archived including detailed information regarding each archived tag.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, Last Scan By and Facility ID.

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 site as filtered for using the Tags 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, Last Scan By and Facility ID 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.
   

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.xls ...", 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

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 Tags Result Grid.  The report has the ability to include:

• Where each Tag is located:

• Site & Site ID

• Location & Location ID

• Location Type

• Destination

• Facility ID

• 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.

E-Rate Report

The E-Rate Report displays, in .csv format, information related to E-Rate assets brought in through Purchase Orders. This report includes Site ID (Primary Sort), Site Name, Current Room, Room Description, Tag Number, Serial Number, Product Name, Manufacturer, Model, Purchase Order Number, Vendor Funding Source, FRN, Department, Account Code, Purchase Date, Purchase Price, Invoice Number, Invoice Date, Delivery Site, Delivery Date, Original Install Site, Original , Room, Original Install Date, Expiration Date, Status Asset Type, Custom Tag Field #1, Custom Tag Field #2, Custom Tag Field #3, Custom Tag Field #4, Tag Notes, Status Notes, and Last Scan 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 E-Rate Report under the --- Excel --- menu subcategory.  

5.      When the message appears asking "Do you want to open or save E-RateReport.csv ...", click on Open.

6.      The E-Rate 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, 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).

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.