Approved Workman Database

Info and Training => Tips => Topic started by: Annette on February 03, 2020, 10:27:52 AM

Title: Create an Inventory Report
Post by: Annette on February 03, 2020, 10:27:52 AM
This post is applicable in the Cloud database's Windows App as well as in the Legacy database.

1. Click the Inventory > Items tab to display the grid of Inventory item records.

2. Select to show "Items we use" in the toolbar.

3.  Hide all columns except those you specifically want on the report. Note: "Actual Count" is a blank column to write in an item count on a printed report.

4. Rearrange, shorten/widen columns, sort, and filter as desired.

5. Click the Printer button in the toolbar to preview the output. Use the features of the preview screen to: "Fit to Page Width", change orientation using "Page Setup", and add a report title using "Format". 

6. Once it looks good, click "Print" or "Export To PDF".

For help customizing the grid (hiding columns, sorting, filtering, etc.), see this post: