Staff Reports

Staff are the employees within a site to which an item is issued.  

View Barcode IDs Report

This report provides Staff ID, First Name, Middle Name, Last Name, and a respective barcode based on the staff member's ID number.  The Staff Barcode IDs Report is available in PDF (A file format which provides an electronic image of text or text and graphics which looks like a printed document and can be viewed, printed, and electronically transmitted. To view and/or print a PDF document, the user must have a PDF reader installed on the computer they are using - for example, Adobe® Reader®.) format.  

1.  Click on , located in the top navigation bar.

2.  Click on Staff Report Drop Down Menu, located above the Staff's blue grid header.

3.  Select Barcode IDs under the --- PDF --- menu subcategory.

4.  The Staff 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.

View Charge Listing Report

This report provides a listing of the staff and their respective charges (satisfied or unsatisfied) on a site.  It combines all respective payments for a charge into one Amount Paid field.  It includes Staff ID, First Name, Middle Name, Last Name, Staff Type, Status, Grade, Homeroom, Product, Tag, Charge Type, Charge Description, Charge Notes, Issue Date, Charge Amount, Amount Paid, Amount Due, and Satisfied Date.  The Charge Listing report is available in XLS format.

1.  Click on , located in the top navigation bar.

2.  Click on Select Staff Report drop down menu, located above the Staff' blue grid header.

3.  Select Charge Listing under the --- Excel --- menu subcategory.

4.  When the message appears asking "Do you want to open or save StaffChargeListing.xls ...", click on Open.

5.  The Charge Listing report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.

View Inventory Due Date Listing Report

This report provides a listing of staff with overdue items. It includes Staff ID, First Name, Middle Name, Last Name,  Staff Type, Status, Grade, Phone, E-mail, Product Name, Tag, and Due Date. The Inventory Due Date Listing report is available in XLS (Microsoft Office Excel spreadsheet format. XLS or XLSX files contain rows and columns of cells and each cell can hold a data point.) format.

1.      Click on , located in the top navigation bar.

2.      Click on Select Staff Report drop down menu, located above the Staff’s blue grid header.

3.      Select Inventory Due Date Listing under the --- Excel --- menu subcategory.

4.      When the message appears asking "Do you want to open or save InventoryDueDateListing.xls ...", click on Open.

5.      The Inventory Due Date Listing report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.

View Staff Listing Report

This report provides a listing of the staff members and includes Staff ID, First Name, Middle Name, Last Name, Grade, Homeroom, Staff Type, Staff Status, and Current Site.  The Staff Report is available in XLS format.  

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

View Charge Activity Listing Report

This report provides a listing of the staff, their respective charges (satisfied or unsatisfied), and any charge payments (valid or voided) within a site.  It includes Staff ID, First Name, Middle Name, Last Name, Staff Type, Status, Grade, Homeroom, Product, Tag, Charge Type, Charge Description, Charge Notes, Issue Date, Charge Amount, Activity Date, Activity Type, Activity Amount, Activity Notes, Activity Recorded By, and Satisfied Date.  The Charge Activity Listing report is available in XLS format.

1.      Click on , located in the top navigation bar.

2.      Click on Select Staff Report drop down menu, located above the Staff' blue grid header.

3.      Select Charge Activity Listing under the --- Excel --- menu subcategory.

4.      When the message appears asking "Do you want to open or save StaffChargeActivityListing.xls ...", click on Open.

5.      The Charge Activity Listing report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls

View Staff Inventory Status Report

This report provides a listing of the staff members, the items issued to them, and the respective details of those items.  This report includes Site Name, Staff ID, Last Name, First Name, Middle Name, Grade, Home Room, Staff Type, Staff Status, Product, Model, Product Type, Suggested Price, Tag, Serial, Asset Type, Parent Tag, Tag Status, Status, Status Date, and Status Notes.  The Staff Inventory Status report is available in XLS format.  

1. Click on , located in the top navigation bar.
2. Click on Select Staff Report drop down menu, located above the Staff's blue grid header.
3. Select Staff Inventory Status under the --- Excel --- menu subcategory.
4. To filter the report for a specific status, select the desired status on the Filter Reports window.
5. To filter the report for a specific tag status, select the desired status on the Filter Reports window.
6. Click .
7. When the message appears asking "Do you want to open or save StaffInventoryStatus.xls ...", click on Open.
8. The Staff Inventory Status report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.

View Staff Accessory Listing Report

This report provides a listing on the number of accessories issued and missing to all staff.  This report includes Staff ID, Last Name, First Name, Middle Name, Staff Type, Staff Status, Grade, Homeroom, Product, Name, Accessory Name, Issued Date, Tag, Quantity Issued, Quantity Missing and Missing Value.  The Staff Accessory Listing report is available in XLS format.  

1.      Click on , located in the top navigation bar.

2.      Click on Select Staff Report drop down menu, located above the Staff's blue grid header.

 3.      Select Staff Accessory Listing under the --- Excel --- menu subcategory.

4.      When the message appears asking "Do you want to open or save Staff.xls ...", click on Open.

5.      The Staff Accessory Listing Report will open within Microsoft Excel.  You may choose to search, filter, sort, delete, save, and/or close the file using Excel's controls.

NOTE:

If you filter the Staff's grid before selecting a staff report, the report will display only the filtered information.