Agency Item/Statistics Report (v5.0)

Modified on Wed, 20 Sep 2023 at 09:18 AM

 

 

Agency Item/Statistics Report

 

 

Purpose of this document

 

The Agency Item/Statistics Detail/Summary Report provides the ability to report on the Items that have been distributed to your agencies both in Detail and in Summary.

 

Ceres Object release 5.00.00 is required for the functionality described in this document.

 

 

Table of Contents

 

 

The Agency Item/Statistics Detail/Summary Report

 

  1. The Agency Item/Statistics Det/Sum Report can be accessed from Departments à Warehouse à Inventory à Reports à Agency Item/Statistics Det/Sum (and other menus):

 

 

 

  1. The Agency Item/Statistics Det/Sum report request page will be displayed so users can set filter criteria based on how they want to run the report.  

 

 

 

 

A description of the fields follows:

 

New Page per Account: Select this option if you would like to have Ceres create a new page for each account (Agency) included in the report run.

 

Print Detail: Select this option if you would like the report’s output to include item details which support the summary information (see screen shots below for sample Det/Sum data).

 

Agency: Show Results Section: The report is based on the Agency Card so any standard Agency filtering field may be selected to refine the agencies for which you would like to include in the evaluation of the report. Standard fields you can filter by are:

  1. No.
  2. Search Name

 

Agency: Limit Totals To Section – Filters can be added to this section to specify limiting criteria for the report run as applicable. A common filter used is a Date Filter.

 

A request page is also available for the Item Ledger Report View table data (which includes UNC/ FBC Codes assigned to each transaction). 

 

 

Item: Show Results Section – The report uses Item Ledger Report View table data so any standard filtering field may be selected to refine the ledger for which you would like to include in the evaluation of the report. Standard fields you can filter by are:

  1. Item No.
  2. Posting Date
  3. Item Category Code
  4. FBC Product Source Code
  5. FBC Product Category Code
  6. FBC Product Type Code

   

 

Printing or Previewing the Report

 

You can print or preview the report by clicking on the Print or Preview button. 

 

Note: This report includes a Unit Fees per Pound column.   The value that prints in this column is calculated at runtime as the sum of Fee Amount (Actual) divided by the sum of the Ext. Gross Weight for each line.

 

Summary View

 

This example has a Date Filter in the Agency: Limit Totals To: field and an FBC Product Source filter in the Item: Show Results section:

 

 

 

 

Detail View

 

This example has the “Print Detail” option selection. Other filters are the same:

 

 


A report total is provided on the last page:


 

 

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article