Skip to main content

List Reports Group

To access the Lists Reports group:

  1. Expand the Reports and Graphs section.

  2. Select Reports.

  3. Select List Reports from the report type dropdown.

  4. From the second dropdown window select one of the following reports:

Category List Report:

  • This report lists all of the Tool, Material and Template Categories. Sorted by Category No. and Description.

Certification List Report:

  • This report is a list of Certifications. Limited sort fields include Certification Code, Description and Renewal period.

Cost Center List Report:

  • This report is a list of Cost Centers. Options to include Inactive Cost Centers and subtotal by Customers assigned to it. Limited sort fields include Code, Description.

Cost Code List Report:

  • This report is a list of Cost Codes. Limited sort fields include Code and Description.

Customer List Report:

  • This report is a list of Customers as well as Contact information including Name, Address (if available). Limited sort fields include Name and Number.

Department List Report:

  • This report lists Departments (includes Phone and FAX numbers). Limited sort fields include Number, Description and Phone Number.

Employee Certification Report:

  • This report lists employees assigned a Certification including dates for Certified On, Expires On and Certification Number. Limited sort fields include Employee Name, Certification Description and Expiration Date.

Employee List Report:

  • This report lists Employees including Employee Type and Phone. Option to include inactive employees. A detail report is available that prints employee information including Asssignment, Type, Hire/Termination Dates and Bar Code. Limited sort fields include Alias, Last Name and Number. Group by sort fields include Type and Supervisor.

Employee Type List Report:

  • This report lists Employee Types and Codes. Limited sort fields include Type Description and Code.

Location List Report:

  • This report displays a detailed list of all Locations including demographic information (City, Zip and Phone). Option to include inactive locations and detail (Export Only) which adds Phone, Supervisor, Cost Center/Code and Bar Codes.

Manufacturer List Report:

  • This report lists Manufacturers including Phone, FAX and URL (if provided). Limited sort fields include Manufacturer Name and Number.

Shipping Method List Report:

  • This report lists Shipping Methods. Limited sort fields include Number and Name.

Status Code List Report:

  • This report lists Status Codes including (4) optional action items, where included. Option to include Bar Codes. Limited sort fields include Description and Number.

Unit of Measure Report:

  • This report list Units of Measure and Descriptions which define sort fields.

Vendor List Report:

  • This report lists Vendors including demographic information (City, State, Zip and Phone). Option to include detail which adds Address, Ship Method, Acct. Number, Contact as well as Discrepancy variance (Export Data only). Limited sort fields include Vendor Name and Number.

Did this answer your question?