Contents
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.
| Action | Path |
|---|---|
| Open the Reports hub | Reports menu |
| Run a report | Select Type → Select Report → Report button |
| Open print view | Print button |
| Open report setup | Settings button |
| Search by name | Search toggle → type in search box |
| Filter by column | Columns toggle → select a column |
| Reset the view | Reset 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
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
- On the hub or any report output page, choose a Type and then a Report.
- Click Report to open the report output page.
- Set any report-specific parameters shown (warehouse, supplier, date range - these vary by report).
- 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}.
Print View
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.
| Category | Doc Page |
|---|---|
| Appointments | Appointment Reports |
| Assets | Asset Reports |
| Customer | Customer Reports |
| Definitions | Definitions Reports |
| Inventory | Inventory Reports |
| Issuing | Issuing Reports |
| Leasing | Leasing Reports |
| Purchase Orders | Purchase Order Reports |
| Receiving & Transfers | Receiving & Transfers Reports |
| Shipping Orders | Shipping Order Reports |
| Supplier | Supplier Reports |
| System | System Reports |
| Warehouse | Warehouse Reports |
| Work Orders | Work 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.
:::tip[Related] See the full reporting and analytics capabilities: Reporting & Analytics Features :::
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