Human Essentials

Documentation

DRAFT USER GUIDE!

Itemized Reports

The itemized reports break down the inventory by item over a given time period. There are itemized reports for donations and for distributions.
The following will use the itemized report for distributions, but the itemized report for donations basically works the same way.

To show this report, click on “Reports” in the left-hand menu, then “Distributions - Itemized” Initial Itemized Reports view

The initial view that comes up will show the items distributed during the current calendar year. [TODO: Check if the filtration here is on issued_at or on the date of the line items]

If the amount on hand is less than the minimum quantity you provided for that item (see Items), then the on hand amount will be highlighted in red.

You can change the timeframe that this report covers in the usual way – use the gizmo that will appear if you click on the date range at the top of the report to set the dates, then click “Filter”

Prior – Summary Reports Next – Trends Reports