Inventory Report

This section describes how to generate, export or print an Inventory Report showing the details of the products in stock for the selected Warehouse, Protocol, Subproject, ... at the time the report is generated.

When selecting “Inventory Report” from the Projects > Operational Management Reports, the system will display the report screen with the following filters:

•Warehouse

•Protocol

•SubProject

•Sponsor

•Product

•Product Status

•Position (free text)

•Lot (free text)

•Reception Date (From/On & To)

Report Filters

The user can apply any one, or combination of, the above filters to limit the report to the relevant items.

Once a dropdown list filter has been selected, the system will automatically refresh the other dropdown filters to only display the relevant filtering options. (i.e. If the user select a SubProject, the Product dropdown list will only display the products associated to the selected SubProject).

Once the filters to be applied have been selected, the user can generate the report by clicking the "Search"-button.

If no items match the filter selection, the system will display a blank screen.

In the case the user needs to make a new search, reset the searching screen by clicking the "Reset"-button.

The inventory report has the following columns:

•Sponsor

•Protocol

•Subproject Code

•Subproject Type

•Product Code

•Product Name

•Lot

•Expiration Date

•Operation Number

•Reception Date

•Quantity

•Kits

•Status

•Depot Position

•Storage Type (Shelf or Pallet)

•Storage Condtion (Uncontrolled, Ambient, Refrigerated, Frozen, Minus30, Minus40, Minus50, Minus60, Ultra Low, Deep Frozen or Cryogenic)

Once the report has been generated, the user can export the reported items to Excel and PDF format by selecting the required format and clicking on the save button.

The system will open the report in a Microsoft Office Excel or a PDF file, and then the user will be able to print this file and/or save it.