This knowledge base article will guide user on how to utilize the reporting tool inside the BASIS Desktop. |
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During the inventory session a report can be generated any time. This helps users make the necessary adjustments needed from the data gathered from the report. There are various reports that gives users different information related to the comparison between what users counted and what the system states you should have.
To generate a report . Click on the Drop down arrow
Select a Report
Click on the Report Button
Click on OK to open the report in a new window.
SAMPLE of a SCANNED ITEMS DISCREPANCY REPORT
2 IMPORTANT REPORTS
- DISCREPANCY – SCANNED ITEMS – Shows you what you counted vs what is in BV for the scanned items. It will also include the cost from the discrepancy.
- NOT SCANNED ITEMS – Shows you items that do have an on-hand quantity in BV that did not get scanned.
OTHER REPORTS:
- DISCREPANCY – SCANNED ITEMS WITH CONVERSION -
- DISCREPANCY BY $ -
- DISCREPANCY BY UNITS -
- DISCREPANCY WITH SERIAL/LOTS – Shows you what you counted vs what is in BV for the scanned items
- DISCREPANCY REPORT RETAIL
- DISCREPANCY – SCANNED ITEMS NON ZERO
- DISCREPANCY – SN IN BV AND NOT IN INVENTORY
- DISCREPANCY – SN IN INVENTORY AND NOT IN BV
- NOT SCANNED ITEMS BY PRODUCT CODE
- INVENTORY BY LOCATION
- DISCREPANCY – SKID
- DISCREPACNCY – LOTNOINBASIS
- DISCREPANCY -LOTNOINBV
- DISCREPANCY REPORT WITH NON 0 LOCATIONS
- ON HOLD ITEMS
- EXCEPTION REPORT
- DISCREPANCY WITH COMITTED
- DISCREPANCY NO DETAILS
EXPORTING REPORTS TO EXCEL
To export a report to excel. Select a report using the drop down menu
Click on The Excel Icon
This will open a notification showing the summary of the location of the file (C:\BASIS\]DiscrepancyReport.xls). Just click on OK to
close.
PRINTING REPORTS
To print a report, Open the report then click on the report icon or do a CTRL + P to PRINT a report.
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