Transfer Activity Report

This page displays all asset transfer activity for a customer (and optionally its departments, if any exist) over the specified date range.

  1. Go to CustomersðCustomer List.

  2. Find the customer you’re looking for and click View.

  3. Click the Customer Reports tab.

  4. Click Transfer Activity.

Using Transfer Activity Report

  1. Change the customer being reported on by clicking the “x” in the Customer field and entering a customer name. When you’ve entered at least three characters, any matching customer names are displayed for you to select one.

  2. Check Include all departments to include the customer’s departments in the report.

  3. Set the start date of the report by clicking the From the start of field and entering or selecting a date.

  4. Set the end date of the report by clicking the Through the end of field and entering or selecting a date.

  5. Select how items in the report are sorted by selecting an option under Sorted by Date.

    • Newest first — Sorts the output to show the newest transfers first.

    • Oldest first — Sorts the output to show the oldest transfers first.

  6. Select the level of detail shown for items in the report by selecting an option under Detail Level.

    • Normal — Show a summary report for each delivery. Quantities of assets are shown by Product Code, not individual assets.

    • High — Show a detailed report for each delivery, including individual assets.

  7. Click SEARCH.