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Reports

The Reports hub is the central place to browse, run, and manage all reports in Inventory Pro. Access it from Reports in the main navigation.

ActionPath
Open the Reports hubReports menu
Run a reportSelect Type → Select Report → Report button
Open print viewPrint button
Open report setupSettings button
Search by nameSearch toggle → type in search box
Filter by columnColumns toggle → select a column
Reset the viewReset button

The Reports Hub

The hub (Framework/Reports.asp) has two main areas:

Top controls strip - Type dropdown, Report dropdown, and three buttons: Report, Print, Settings.

Filter/search bar - Search and Columns toggles with a Reset button. Use Search to filter the listing table by report name. Use Columns to filter by a specific column field. Reset refreshes the page.

Report listing table - columns: Type, Name, Columns, ID, Custom. Report names are clickable links that open the report directly.

Popular and Recent are values inside the Type dropdown - they are not separate tabs. Selecting Popular filters the Report dropdown to frequently-used reports. Selecting Recent filters it to your recently-run reports. Neither populates the listing table body.

Running a Report

  1. On the hub or any report output page, choose a Type and then a Report.
  2. Click Report to open the report output page.
  3. Set any report-specific parameters shown (warehouse, supplier, date range - these vary by report).
  4. Click Report again to refresh results, or Print for the print view.

Report Output Page

Each report output page (Framework/Report?RT={id}) shows:

  • Type and Report selectors and Report / Print / Settings buttons at the top.
  • Report-specific parameter controls (varies by report).
  • A grid toolbar with: Search, Definition, Filters, Print, CSV, XLSX links.
  • The report data table with sortable column headers. Some cells link to related records.

Filters on the grid toolbar opens the filter configuration in a popup (850 px wide). The popup refreshes the report on close after saving. For filter setup details, see Filtering.

Settings opens the full setup page at Framework/ReportsSetup.asp?RT={id}.

The print view (Framework/ReportsPreview?RT={id}) formats the report for printing. The toolbar includes: Print, Definition, Filters, Report, XLSX, CSV, Back. Cells are plain text without hyperlinks. A “Generated at {date}” timestamp appears in the report header.

Export

From the report output toolbar or print view: CSV exports to ReportsCSV?RT={id}, XLSX to ReportsXLSX?RT={id}. The same export buttons appear on the filter/setup page.

Report Categories

The Type dropdown includes over 20 categories. Not all categories have a dedicated doc page.

CategoryDoc Page
AppointmentsAppointment Reports
AssetsAsset Reports
CustomerCustomer Reports
DefinitionsDefinitions Reports
InventoryInventory Reports
IssuingIssuing Reports
LeasingLeasing Reports
Purchase OrdersPurchase Order Reports
Receiving & TransfersReceiving & Transfers Reports
Shipping OrdersShipping Order Reports
SupplierSupplier Reports
SystemSystem Reports
WarehouseWarehouse Reports
Work OrdersWork Order Reports

For audit trail reports across categories, see Audit Trail. For transit reports (a subset of Receiving & Transfers), see Transit Reports.

Administration

Administrators can manage report definitions, categories, and permissions from the admin area. See Report Administration.

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