Inventory Reports

Tools > Reports > Inventory

The Copies Inventoried report generates a list of copies that have been inventoried on or after the specified start date. The report shows the last inventory date for each copy. Performing an inventory or checking in (or out) renews this date.

Note that the default Starting Date is set for one month prior to the current date. And if the Use Funding Source instead of Copy Location checkbox is checked, the last column in the report will show each copy's funding source rather than the copy location.

Selections

screenshot of the Copies Inventoried report's Selections tab (copies with a status of, copies with a policy of, copies from, copies with a medium of, and copies in call number range)

Options

Example Report

The Copies Not Inventoried report generates a list of copies that have not been inventoried on or after the specified date. The report shows the last inventory date for each copy. Performing an inventory or checking in (or out) renews this date.

Note that the default Starting Date is set for one month prior to the current date. And if the Use Funding Source instead of Copy Location checkbox is checked, the last column in the report will show each copy's funding source rather than the copy location.

Uses

Use this report to see which copies may need to be declared lost after doing an inventory.

Selections

screenshot of the Copies Not Inventoried report's Selections tab (copies with a status of, copies with a policy of, copies from, copies with a medium of, and copies in call number range)

Options

Example Report

The Inventory Statistics Summary report generates statistics showing the total items inventoried, items not inventoried, and lost items inventoried on or after the date specified in the Options tab.

Selections

screenshot of the Inventory Statistics Summary report's Selections tab (copies with a policy of, copies from, copies with a medium of, and copies in call number range)

Options

screenshot of the Inventory Statistics Summary report's Options tab (inventory start date)

Example Report