Running a Manual Report
Also known as: On-Demand Report, Immediate Report
Manual reports give you up-to-the-minute data from FTS. They are run directly from the Reports module.
Steps to Run a Manual Report
- Navigate to the Reports module from the Dashboard.
- Choose the report type you want to run.
- Select a date range.
- Apply any filters (if needed).
- Click Run Report.
- Export to Excel if desired.
Filters
- Use the funnel icon to filter by field.
- Options include equals, contains, begins with, does not contain, etc.
- Multiple filters can be combined with And / Or.
Examples of Manual Reports
- Transaction: List all issues, returns, adjustments for a time range.
- Inventory Value: Calculate the current dollar value of stock.
- Unreturned Inventory: Items checked out but not yet returned.
- Item Price History: Track cost changes over time.
- Usage Per Month: Analyze monthly consumption to set Min/Max.
- Open PO Lines: See which purchase orders are still open.
- Purchase Summary: Total spend for a period.
- Purchase Summary Detailed: Detailed spend breakdown.
FAQ
Can I export manual reports?
Yes. All reports can be exported to Excel for further analysis.
Are manual reports real-time?
Yes. They run in the cloud and show up-to-the-minute data.